Overview
The client is a global investment management firm with over $1 trillion in Assets Under Management (AUM). As part of its digital transformation and personalization strategy, the global marketing team sought to modernize its marketing analytics and performance reporting workflows.
With multiple campaigns running across regions, products, and investor segments, the client needed an intelligent solution to deliver AI-powered marketing summaries and real-time performance insights to senior leaders, strategists, and channel specialists.
Challenge
Despite significant investments in marketing technology, the client faced two critical bottlenecks:
- Siloed Data Across Marketing Channels
The team lacked an integrated, business-friendly view of campaign performance. Data remained fragmented across Adobe, Google Analytics, Salesforce, Marketo, and other platforms. - Manual, Delayed Performance Reporting
Quarterly marketing reports were manually assembled in PowerPoint, requiring extensive coordination and limiting agility. Turnaround time for insights was up to 90 days, delaying corrective action and campaign optimization.
These limitations prevented the team from responding quickly to underperforming initiatives or amplifying high-impact campaigns—ultimately affecting ROI and marketing alignment with sales.
Solution
Bloom AI partnered with the client to deploy SynthBI, an AI-powered marketing intelligence platform. The platform was designed to automate marketing insights, reduce reporting lag, and enable personalized performance summaries across the organization.
Key components of the implementation included:
✅ Integrated Marketing KPI Framework
In close collaboration with the marketing and analytics teams, Bloom AI developed a custom KPI framework aligned to the firm’s strategic priorities and personalization goals—enabling visibility across digital, content, social, and email channels.
✅ Marketing Metrics Control Tower
SynthBI ingested data from the client’s enterprise data lake and martech ecosystem (Adobe, GA, Marketo, Salesforce, Sprinklr, and more) to power a unified metrics control tower tracking campaign and audience-level performance.
✅ Personalized Analytical Summaries & Alerts
Over 40 role-specific AI-powered summaries and alerts were configured, tailored to CMOs, marketing strategists, channel owners, and regional teams. Summaries included campaign performance, drop-offs, segment insights, and conversion metrics.
✅ Automated Insight Delivery
Summaries and anomaly alerts were automatically delivered via email at pre-defined frequencies, ensuring stakeholders had timely and relevant marketing intelligence without having to log into dashboards.
✅ Executive & Operational Dashboards
Bloom AI also built a dual-view Tableau dashboard, offering C-level executives a strategic overview (“drone view”) and frontline teams an operational breakdown of performance metrics and trends.
Results: Accelerated Marketing Intelligence with AI
The implementation of SynthBI dramatically improved the client’s ability to act on performance data:
- Time-to-Insight Reduced from 90 Days to 3 Days
Manual quarterly reporting was replaced by automated, weekly summaries—enabling faster decision-making and real-time campaign optimization. - 60% Reduction in Reporting Costs
The automation of performance summaries and anomaly detection workflows eliminated the need for manual report building and QA. - AI-Driven Marketing Decision Support
Senior marketers and the CMO could make up to three campaign decisions from a single summary, boosting speed and impact. - High Adoption and Engagement
Over 83% of users engaged with automated summaries in the first year, signaling high trust and utility among diverse teams. - Continuous Marketing Process Improvement
Automated insights enabled the team to detect issues (e.g., misconfigured UTM tags, bot traffic) and uncover high-performing content earlier in the cycle.
Conclusion: Unlocking AI-First Marketing Intelligence at Scale
By integrating Bloom AI’s SynthBI marketing intelligence platform, the client was able to operationalize AI-powered insights, enhance campaign personalization, and drive continuous performance improvement across marketing functions.
With a unified, proactive intelligence layer in place, the asset manager now enables data-driven decisions in real-time—without sacrificing governance, context, or stakeholder clarity.
About Bloom AI
Bloom AI delivers AI-native business intelligence solutions that turn fragmented marketing data into personalized, real-time insights. From investment managers to global enterprises, Bloom helps firms unlock value through automated reporting, campaign intelligence, and role-specific insight delivery at scale.
