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Equitable

5000+ employees· US·Website ↗

US financial services company offering retirement strategies, protection products, and employee benefits to individuals and businesses since 1859.

Financial Services
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Use Cases (1)

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Equitable
75%
reduction in overall campaign build time

Equitable is a US financial services company serving Americans since 1859, with 8,000+ employees and a focus on retirement strategies, protection products, and employee benefits for small and mid-sized businesses. Its Employee Benefits team replaced a fragile homegrown email-to-CRM connector and manual campaign stack with Salesforce Agentforce Marketing, cutting overall campaign build time by 75%, shrinking audience segmentation from 60 minutes to five, and reducing sweepstakes admin work by 75% — while restoring creative control to marketers.

Financial ServicesSASalesforce AgentforceAMAgentforce Marketing
Equitable AI Use Cases & Strategy | Applied