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CASE STUDY: Marketing Operations Meets Compliance

Posted by Paul Becker

Sep 12, 2016 7:55:36 PM


Business Problem

Our client is a financial services company that is regulated in part by the Financial Industry Regulatory Authority (FINRA). The company was fined millions of dollars for failing to retain a large number of securities-related electronic records in the required format, and for failing to retain certain categories of outgoing emails. They also did not have a reasonable supervisory system in place to achieve compliance with the Securities and Exchange Commission (SEC) and FINRA books and records rules, which contributed to its record-retention failures.


Read the entire case study.


Topics: Case Studies

Shutterfly's Mike Berry Featured in Sync Magazine

Posted by Pinpoint Systems

Jun 17, 2016 8:47:56 AM

SYNC Magazine Features Pinpoint Client

"Mike Berry has customer retention down to a science." - Stephanie S. Beecher, SYNC



Topics: Email, Best Practices, Case Studies

2015 Marketing Initiatives in Review

Posted by Pinpoint Systems

Jan 4, 2016 9:07:00 AM

In 2015 we helped our clients with marketing technology challenges.


Topics: Marketing Operations, Best Practices, Case Studies, Real-Time Marketing

When is it Okay to Eavesdrop on your Customers? A Digital Analytics Replay.

Posted by Ty Burger

Aug 11, 2015 7:31:19 PM

One of my consultants was helping a customer deploy new offers online and he came up with a question we have been discussing within the analytics team: when it is okay to eavesdrop on your customers?




Topics: Best Practices, Case Studies, Analytics, IBM Consulting

Transactional Email as a Real-Time Marketing Channel – Part III

Posted by Paul Becker

Jul 30, 2015 10:59:00 AM

Recently we've discussed highlights from a presentation we did with our client Shutterfly at the IBM Amplify 2015 conference in San Diego.


Topics: Case Studies, Real-Time Marketing

Transactional Email as a Real-Time Marketing Channel - Part I

Posted by Paul Becker

Jun 18, 2015 10:17:20 AM

Pinpoint recently presented a case study with our client Shutterfly at the IBM Amplify 2015 conference in San Diego. This post addresses a section of that presentation.

Evolution of Marketing in Transactional EmailReal_Time


Topics: Email, Best Practices, Case Studies, Real-Time Marketing

Real-Time Interactions in the Real World

Posted by Paul Becker

Feb 26, 2015 10:28:31 AM

Pinpoint recently wrote a case study about a Fortune 100 retailer and its management of over 400 distinct real-time offers across 10 marketing channels.


Topics: Marketing Operations, Case Studies

Focus On

A Pinpoint Systems Blog for Marketing Leaders

Welcome to Focus On!  Here our consultants will showcase their expertise with practical,  hands-on advice for your marketing technology challenges. We'll also provide you with updates on what's happening at Pinpoint Systems.

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