Financial sector

Marketing Campaign Agent

The target group lives in three exports. For every campaign, someone pieces it together from scratch.

Uses data to sharpen campaign planning and targeting.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

Before the first line of copy, there are three data exports.

The reason for the mailing comes from product management, the addresses from the CRM, the behavioural data from the campaign report on the last mailing. Three exports are merged in a spreadsheet, duplicates removed by hand, marketing opt-outs checked. Then the draft goes out for sign-off and comes back with changes that mean reworking the segment.

3data sourcesCRM, campaign reporting and product data sit in separate exports.
40,000addressesThat is how many records a mid-sized mailing to retail customers contains.
4segments built by handNobody has time to build more, so almost everyone gets the same copy.
1response analysisIt arrives so late that the next mailing is already out.

25% higher campaign performance here means: the same mailing, sent only to a segment built on the response to the last one.

The 25% is this agent's headline figure. The 40,000 addresses and the four hand-built segments describe a typical mailing to retail customers; they are illustrative, not counted.

Three steps through the process.

The agent prepares segments, draft copy and the analysis; the head of marketing decides which campaign goes out.

Consolidate customer data into segments

The agent reads the exports from CRM and campaign reporting and maps them to a common customer key. It removes duplicates and marketing opt-outs along the way.

Segment list for campaign KAM-2026-118, 38,412 of 40,000 addresses matched

Develop campaign proposals per segment

For each segment, the agent proposes a reason to get in touch, a channel and draft copy. It records the data points the segment was built from.

9 proposals, each with a subject line and a rationale based on 3 data points

Report the response for each segment

After the mailing, the agent brings together opens, clicks and conversions per segment. The report shows which proposal worked in which segment.

Campaign report KAM-2026-118, 9 segments, response shown per segment

What the agent does not do.

It does not launch the mailing.

It submits segment, channel and draft copy as a proposal. Sign-off rests with the head of marketing.

Its review stops short of whether a product claim is permissible in advertising.

It flags the passages that contain a product promise. Compliance approves the wording before the mailing goes out.

It gets no addresses from legacy data that has not yet been migrated.

It draws the segments from the CRM export. The campaign manager adds customers still held in the old system as a separate list, and they are flagged in the analysis.

Connected systems

  • CRM
  • marketing automation
  • campaign reporting

Operations

  • Deployment modelEU cloud, private cloud or on-premises
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsMarketing department, CRM

The questions that come up before the first meeting.

How quickly is the Marketing Campaign Agent ready to use?

A pilot typically runs on your own data within 6 to 8 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “25% higher campaign performance” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We establish the realistic effect for your organisation in the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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