Eloqua to Marketo Migration
When Cetera Financial Group required assistance to finish their Eloqua to Marketo Migration project on time, they sought help from 4Thought Marketing. As a prominent financial services firm managing billions in assets, Cetera’s mission is to provide top-notch financial advice to as many Americans as possible. They serve independent financial advisors, tax professionals, banks, and credit unions with a comprehensive range of financial planning and wealth management services. Recognizing the need to reassess their MarTech stack and communication strategies while managing a significant community of financial advisors across various channels, Cetera initiated a digital transformation to enhance their marketing communications and capabilities. 4Thought Marketing took a leading role in handling the entire migration process, developing a transition timeline, managing internal communications to Cetera's staff, facilitating regular training sessions, addressing staff inquiries, troubleshooting technical issues, planning future integrations post-migration, and coordinating communication between the internal team and Cetera's team. Our Senior Marketing Operations Consultant assumed the position of project manager. Ultimately, Cetera successfully completed the migration process on schedule.