Pioneering real-time customer engagement in financial services

How we helped Lægernes Pension & Bank become the first to go live with Salesforce Data Cloud and Marketing Cloud Next

Challenge
Lægernes Pension & Bank needed to move beyond traditional, campaign-based communication and create a more connected customer experience across banking, pension, and investment services.
Solution
We implemented a next-generation customer engagement platform built on Salesforce Data Cloud and Marketing Cloud Next, creating a unified foundation for real-time personalisation and activation.
Impact
A connected customer experience powered by real-time data, enabling faster activation, more relevant engagement, and a scalable foundation for future growth.

Bringing every customer relationship into one real-time view

We designed and implemented a next-generation customer engagement architecture, making Lægernes Pension & Bank among the first organizations to go live with Salesforce Data Cloud and Marketing Cloud Next.

At the foundation, Salesforce Data Cloud was introduced to unify customer, behavioral, and financial data into a continuously updated customer profile. By connecting data across banking, pension, and investment services, the organization gained a real-time view of each customer and their relationship with the business.

On top of this foundation, Marketing Cloud Next was implemented as the activation layer, enabling customer journeys to be orchestrated dynamically based on behavior, life stage, and engagement signals.

Together, the platforms create a connected ecosystem where customer data flows seamlessly from insight to activation. Communication can be personalized in real time, journeys can adapt dynamically to customer needs, and engagement can be coordinated consistently across touchpoints.

The result is a shift from campaign-based communication to always-on customer engagement.

More relevant communication, timed to each customer’s needs

The new platform has transformed how customer engagement is delivered across the organization.

Customer communication is now powered by real-time data, enabling interactions that are more relevant to each individual’s needs, behaviour, and life stage. Marketing teams can activate audiences faster and respond more effectively to changing customer circumstances.

The organisation is now equipped to deliver more consistent experiences across banking, pensions, and investment services, creating a stronger, more connected customer journey.

Most importantly, Lægernes Pension & Bank has established a scalable foundation for the future, enabling customer relationships to be built on timely insights, personalised engagement, and continuous value creation.

Ready to move from campaigns to real-time engagement?

Lægernes Pension & Bank brought its customer data together and moved from periodic campaigns to real-time engagement.

Every interaction can now reflect each customer’s needs and situation.

Martin William Frederiksen: Former CEO Deep; (+45)31563470|martin.frederiksen@noaignite.com

Related case studies

Scaling global campaign execution through intelligent automation

Energy & Utlities

DCC Energi | A connected energy experience powering the green transition

Entertainment & Gaming

Berlingske Media | Building a consent-driven customer engagement engine for modern media

Retail & Consumer

ARK Bokhandel | Building a unified digital foundation for modern retail

Government & NGO

Bergen kommune | One platform for every service request

Customer Experience & Design,

Financial & Insurance

Hede Capital | AI that accelerates the sales engine

AI & Data Solutions,

Government & NGO

Mind | A platform built for people who give their time

Digital Products & Platforms,

Pioneering real-time customer engagement in financial servicesPioneering real-time customer engagement in financial services

In short

Challenge

Solution

Impact