For CMOs

Your Growth Workflows Should Run on Real Events.

Q: How is Milemarker Relay different from HubSpot or Marketo workflows?

HubSpot and Marketo trigger workflows from CRM field changes and form submissions. Milemarker Relay triggers from live business events across your entire tech stack — AUM milestones, custodian data, portfolio events, and advisor activity — not just CRM fields. It's the difference between marketing off static lists and marketing off real-time business intelligence.

Q: What events can trigger a growth workflow in Milemarker Relay?

Any business event: a prospect converts in the CRM, a client crosses an AUM threshold, an advisor logs a meeting, a client anniversary triggers, a webinar is attended, content is downloaded, or a portfolio review comes due. If it's a data event in your wealth management stack, Milemarker Relay can trigger a workflow from it.

Q: Does Milemarker Relay replace our marketing stack?

No. Milemarker Relay works alongside your existing marketing tools — HubSpot, Salesforce Marketing Cloud, Marketo, Pardot. It acts as the event routing layer that feeds real-time business data into your campaigns and sequences, so your existing stack gets smarter inputs rather than needing to be replaced.

Milemarker Relay connects your marketing and growth operations to real business events — prospect conversions, AUM milestones, client anniversaries, advisor activity. Stop running campaigns off static lists. Start triggering the right outreach at the right moment.

See Milemarker Relay in Action Milemarker Relay Overview

Event-driven workflows · No static lists · Real-time triggers · No-code builder

The Problem

Static lists and manual campaigns don't scale

Most wealth management marketing teams build campaigns off exported CSVs, static HubSpot or Salesforce lists, and manual segmentation. By the time a campaign launches, the underlying data is weeks old. You're reaching the wrong clients at the wrong moment — or missing the moment entirely.

Milemarker Relay triggers workflows from live business events in real time. A prospect converts — the welcome sequence fires immediately. A client crosses an AUM threshold — the personalized outreach goes out that day. An advisor logs a meeting — the follow-up content triggers automatically. The data drives the timing. Not a spreadsheet refresh.

What You Can Automate

Growth workflows built on live business events

These are the CMO-owned workflows wealth management teams automate first with Milemarker Relay.

Event-driven client outreach

Client hits an AUM milestone, anniversary, or life event — personalized communication triggers automatically. No manual list pulls. No campaign delays.

Prospect conversion workflows

New prospect enters the CRM — welcome sequence, advisor assignment, and onboarding materials all fire simultaneously. Conversion to first meeting happens faster.

Advisor communication automation

Meeting notes, client reviews, and portfolio changes trigger advisor-to-client communications automatically. No manual drafting. No follow-up falling through the cracks.

Campaign follow-up triggers

Webinar attendee, content download, or event registration triggers a personalized follow-up sequence based on live prospect data — not a generic drip campaign.

Cross-system segmentation

Segment by live data across CRM, portfolio, custodian, and planning systems — not just CRM fields. Marketing finally reflects what's actually happening with clients.

Growth analytics routing

Pipeline changes, conversion events, and revenue milestones route to dashboards, Slack, and leadership reports automatically. Growth reporting happens in real time.

Common Questions

CMO automation questions answered

How is Milemarker Relay different from HubSpot or Marketo workflows?

HubSpot and Marketo trigger from CRM fields and form submissions. Milemarker Relay triggers from live business events across your entire tech stack — AUM milestones, custodian data, portfolio events, advisor activity. Marketing off real-time business intelligence, not static lists.

What events can trigger a growth workflow?

Any business event: a prospect converts, a client crosses an AUM threshold, an advisor logs a meeting, a client anniversary triggers, a webinar is attended, content is downloaded, or a portfolio review comes due. If it's a data event in your wealth management stack, Milemarker Relay can trigger from it.

Does Milemarker Relay replace our marketing stack?

No. Milemarker Relay works alongside HubSpot, Salesforce Marketing Cloud, Marketo, and Pardot. It acts as the event routing layer that feeds real-time business data into your existing campaigns and sequences — so your stack gets smarter inputs rather than needing replacement.

How long does implementation take for a marketing team?

Most CMO teams are running their first event-driven workflows within two to four weeks. The no-code builder lets marketing ops configure triggers and sequences without engineering tickets. Your existing CRM and marketing tool connections are available from day one.