The Challenge
Millennium Trust Company (MTC, now Inspira Financial) offers a holistic approach to financial well-being for individuals and organizations, including helping people manage retirement savings after leaving a job.
A key part of their mission is helping employees stay engaged with their retirement savings while making financial processes easier for institutional partners. That includes reducing “retirement savings leakage” through solutions like automatic IRA rollovers and account portability.
MTC faced two key challenges. First, they needed to engage people with idle retirement cash accounts who might not realize they needed to take action after leaving an employer.
Second, MTC wasn’t getting enough out of Salesforce Marketing Cloud. Their digital marketing efforts lacked targeted, personalized campaigns that could guide people toward the right next step. These limitations hindered MTC’s ability to optimize customer journeys and boost new conversions.