Standardizing Global Marketing Operations: How a Leading Financial Services Company Improved Efficiency and Cut Costs

The Challenge

Before partnering with The Pedowitz Group, the company faced a lack of standardized marketing operations across its global business units, leading to inefficiencies and inconsistent campaign execution. With 25 regional teams using different platforms and processes, marketing efforts were fragmented, making it difficult to scale, measure performance, and maintain compliance with varying governance requirements. Additionally, high software licensing costs and resource constraints limited productivity. To remain competitive, they needed a unified, scalable approach to marketing execution that could drive efficiency, cost savings, and better collaboration across international markets.

The Solution

Faced with fragmented marketing operations and rising costs, the company explored multiple solutions to unify its global marketing processes. They considered building an in-house framework and evaluated alternative consulting firms, but most options lacked the expertise to manage complex, multi-platform integrations across 25 business units and 7 different marketing platforms. Ultimately, they chose The Pedowitz Group (TPG) for its deep experience in marketing operations, technology optimization, and scalable managed services.

Once engaged, TPG implemented a standardized marketing operations framework, integrating Oracle Marketing Cloud (Eloqua) and Salesforce Marketing Cloud (SFMC) to drive automation and consistency. The team provided hands-on execution support, documentation, and training, ensuring seamless adoption across global teams. A flexible staffing and ticketing system was established to support marketers worldwide, enabling greater efficiency, faster campaign execution, and continuous optimization.

"We needed a partner who understood global marketing operations' complexities and could help us scale efficiently. The Pedowitz Group not only delivered a seamless framework but also provided the ongoing support and expertise we needed to drive results.” – Senior Marketing Operations Leader, Global Financial Services Company

The Results

Measurable Impact & Business Growth

By standardizing marketing operations across 25 global business units, the company saw a $1.5M reduction in license costs over three years and a 40% increase in productivity. With a streamlined framework, 250 marketers could execute over 600 campaigns annually with greater efficiency, consistency, and compliance.

Beyond cost savings, the new system improved collaboration, scalability, and campaign performance, enabling marketers to focus on strategy and execution rather than administrative burdens. The company continues to benefit from The Pedowitz Group’s ongoing managed services, ensuring sustained operational excellence and continuous optimization.