Salesforce Connections 2026 - why Distributed Marketing is proving a good investment for Financial Services firm Edwards Jones

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For certain highly-regulated industries there’s a particular challenge in how to provide Marketing-approved content, but ensure that compliance needs are. They want to be able to provide the tools necessary to personalize messages, but also provide staff with the added guardrails to avoid regulatory breaches.

One such firm is Edward Jones Investment, a US Financial Services company providing personalized investment advice and wealth management primarily to individual investors and small businesses. Founded in 1922 in St. Louis, Missouri, today it is one of the largest financial advisory networks in North America, with over 20,000 financial advisors operating from more than 15,000 branch offices across the US and Canada.

Its mission is to serve individual investors and local business owners, offering a range of investment and financial planning services. According to Joshua Hernandez, Digital Product Owner at Edward Jones:

We are really focused on a pretty unique challenge, and that's how...

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