Effectively communicate regulated products to sophisticated audiences. TPG provides clear messaging, advisor-ready tools, campaign frameworks and martech optimization.
+ 8% increased bookings within 90 days – SS&C Advent
Case Study
SS&C Advent - Driving Lead Management Success
SS&C Advent partnered with TPG to overhaul lead processes, align marketing + sales, and improve qualification—resulting in an 8% increase in bookings within 90 days, MQL acceptance soaring from 5% to 80%, and a 30% uptick in deal velocity.
Achieve creative marketing without compliance headaches. TPG streamlines processes and optimizes martech for quicker, controlled execution.
+40% higher productivity across 600+ annual campaigns – Global Financial Services Company
Case Study
Global Financial Services Company – Standardizing Global Marketing Operations
TPG standardized marketing ops across 25 business units, introducing unified governance and compliance workflows. Results included a $1.5 M reduction in license costs over three years, a 40% productivity boost, and 600+ campaigns executed annually
Equip lean teams to act quickly and consistently across markets, connecting with current and prospective members through compelling communications.
+12% membership growth within 6 months - Desert Financial Credit Union
Case Study
Desert Financial Credit Union – Driving Member Growth and Marketing Efficiency
Partnered with TPG to enhance marketing operations and engagement strategy—resulting in 12% membership growth in 6 months, a 2x increase in the marketable database, and a 15% lift in campaign response rates.
Accelerate campaign rollout and deliver relevant, personalized content that advisors can easily use with clients.
+500% higher campaign engagement – Charles Schwab
Case Study
Charles Schwab – Transforming Advisor Nurture & Lead Management
Implemented a Marketo-powered nurture campaign for Registered Investment Advisors (RIAs), resulting in $1.1B in pipeline influence and $100M in net new assets. Engagement rates rose 500%, dramatically improving outreach efficiency and lead readiness.
Simplify complex concepts. Generate powerful content. Streamline marketing across systems to achieve more—with less.
+57% Qualified leads for premier accounts during 6-month enterprise campaign - Broadridge
Case Study
D+H – Unlocking Martech ROI Through Optimization & Automation
Optimized Marketo and CRM systems to resolve integration gaps, automate segmentation and lead scoring, and improve attribution—resulting in 30% greater lead score accuracy, 25% more marketing-attributed pipeline, and 100% compliance with CAN-SPAM regulations.
