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Financial, Banking, and Fintech Consulting - Implementations - Support

Where marketing, sales and technology thrive to drive results

Overview

Tria Prima is a team of banking, credit union, fintech, brokerage and insurance experts who have led business operations in each of these areas as a C-Level Exec. We focus on Marketing Cloud Engagement, Intelligence, Personalization, Data Cloud and CRM.

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  • Tria Prima utilizes a rapid deployment model that reduces the cost of implementations and drives the results need to show a clear ROI going forward. We deploy your system rapidly (less than two months) so you can begin showing results immediately.

  • Tria Prima has a differentiated delivery model that ensure your teams adoption of the new system. We call it a Collaborative Handoff, but you can think of it as a student driver program allowing your team to learn the new tools while we are building.

Tria Prima is where Marketing, Technology and Sales combine to create magic! At Tria Prima, our mission is to guide our clients through their own transformative journeys, unlocking their true potential, and empowering them achieve remarkable growth. With our deep understanding of the market, our fiery passion for marketing and sales innovation, and our agile approach to marketing technology, we strive to be the catalysts that turns ordinary businesses into extraordinary ones. Sales and Service Cloud Offerings: Sales Process Design and Definition Solution Design ​Architecture Design Outsourced Center of Excellence Support New Implementations Existing Client Health Reviews Feature Recommendations Outsourced Sales Enablement, Reporting and Analytics Marketing Cloud Offerings: Marketing Experience Design Marketing Strategy, Positioning and Message Design Solution Design Architecture Design Full Service Implementations Marketing Reporting and Analytics Journey Design including SMS Marketing Cloud Intelligence Offerings: Report Design Implementations Analytics Outsourced Monthly Reporting, Forecasting and Optimization

Categories

Product Competencies
Agentforce Marketing
Geographic Focus
Shows the regions where the provider operates or has done business
United States
India
Supported Languages
English
Spanish