The only enterprise MAP that connects to Carta's context layer
Replace Marketo before December with a platform that keeps your context layer in your own git repo, reads and writes over MCP, and activates everything already sitting in Snowflake & SFDC. Built for the way Carta wants to run.
Read + write
MCP and high-throughput API, not Marketo's read-only MCP
Own your context
Your context layer stays in your git repo, never locked in a vendor
< 1 day SLA
Conversion Agents automatically resolve MOps Jira tickets, allowing your team to move faster than ever
90 days
Migration run by our engineers, ahead of the December deadline
Your context layer stays yours
Carta wants its context modeled as files it owns, not locked inside a vendor. Conversion reads that repo over MCP and writes results back, so the platform acts on your context without ever holding it hostage. It is the architecture a black-box tool cannot offer.
Conversion agents Agents read your context over MCP and write results back. Nothing is copied into a black box.
Everything is already in Snowflake
Salesforce, product usage, and financial data all land in Snowflake. Conversion unifies it into one record per contact so agents can trigger campaigns off far more than email engagement, and you consolidate the tools that only exist to move data around.
Salesforce
CRM
Snowflake
Warehouse
Product
Events
AI Agents
Enrichment
Sarah Chen
VP of Marketing · Acme Corp
Lead Score
0
Integrates with your whole stack. Plus, flexible MCP & API.
Every system you run feeds one agent. Warehouse, CRM, CMS, your own context layer, intent signals, and tickets all flow into Conversion, which reads across them and acts.
Snowflake
Warehouse
Salesforce
CRM
Contentful
CMS
Internal Tools
Context layer
6sense
Intent signals
Jira
Tickets
Conversion agent A platform that does the work, not just stores it
Marketo is a relic that cannot run on AI. Conversion is built around agents from the ground up, so a lean team scales instead of drowning in tickets.
Tickets in, finished work out
Assign a Jira ticket to an agent. It drafts the campaign, audience, and assets as a reviewable artifact, then waits for a human to approve. A three-person team supporting a hundred marketers stops being the bottleneck.
Lead scoring that stops molding
Your scoring model should not sit untouched in a corner. Conversion's agentic scoring trains on your closed-won and closed-lost, suggests changes over time, and retrains itself instead of waiting on a manual refresh.
Queues for air-traffic control
When a contact qualifies for five plays at once, a queue decides what actually sends. Lock mandatory campaigns, let AI break ties on the rest, and keep a human override, all in one prioritization layer.
Independent of the CRM queue
Conversion ingests Salesforce standard and custom objects and syncs Snowflake with AISQL fields, so marketing gets the data it needs without waiting on another team to build it.
Air-traffic control for every contact
When a contact qualifies for five plays at once, something has to decide what actually sends. Agents choose the next best piece of content for each person from account and contact context plus your Carta context layer, so every contact moves through a sequence built for them, not a one-size blast.
Maya Patel
VP Ops · Northwind Logistics
Webinar: Q3 benchmarks
Next bestBenchmark report recap
Tailored demo offer
Daniel Kim
RevOps · Acme Cloud
Integration case study
Next bestProduct deep-dive
Exec ROI briefing
Sofia Alvarez
Growth · Brightpath
Onboarding quick-start
Next bestROI calculator
Roadmap webinar
Why this, why now
Agents pick each contact's next best content from account and contact signals plus your Carta context layer, then sequence it so no two people get the same play at once. Webinars lead for Maya because they are her account's strongest channel, queued two weeks out so RSVPs have runway.
The boring layer that decides build versus buy
Frequency caps, compliance, and audit trails are exactly where a home-built stack breaks down and where Marketo earns its stickiness. Conversion ships all of it, with a fintech-grade posture from day one.
Compliance
Access and activity
Frequency capping
RBAC to object and field
Marketing-topic unsubscribes
Fintech-grade security
Full audit trail
No training on your data
Conversion vs Marketo
The incumbent has sticky governance. On everything driving this move, AI, architecture, and consolidation, here is the honest read.
| Capability | Conversion | Marketo |
|---|---|---|
| AI and agents | ||
| Agent-native, campaign-brief to finished artifact | ||
| Self-improving lead scoring | Static, manual | |
| Write-capable MCP | Read-only | |
| High-throughput API | Low throttles | |
| Architecture and data | ||
| Context layer stays in your git repo | ||
| Native Snowflake sync with AISQL fields | Via external ETL | |
| Custom objects, no custom-field ceiling | Custom-field limits | |
| MAP independent of the CRM team | CRM-coupled | |
| Foundations and governance | ||
| Frequency capping and topic unsubscribes | ||
| RBAC and fintech-grade security | ||
| Contentful, Salesforce, and Jira integrations | Limited | |
| Consolidates Marketo and Iterable in one platform | Marketo only | |
| Partnership | ||
| Forward-deployed engineers on the migration | Standard support | |
| Migration before the December expiry | n/a | |
| Pricing model | Marketable contacts | Complex SKUs |
Beat the deadline instead of racing it
Marketo expires mid-December. A six-month cycle means the time to move is now. Here is the back-dated plan that gets you off Marketo on time.
NDA and security docs
Sign the NDA so references, the fintech-grade security package, and deeper architecture can move before scheduling gets hard.
Paper signed
Signing early leaves room for a 30 to 45 day procurement pass on generative-AI diligence, without racing the clock.
Migration in parallel
Our engineers rebuild Marketo and Iterable in Conversion alongside your live stack, so nothing is stranded.
Off Marketo, on time
You cut over before the contract expires, with the December deadline handled instead of feared.
Built for a fintech security bar
Conversion runs the go-to-market stack for public fintech and enterprise companies with security requirements as strict as yours. Once an NDA is in place, we will connect you with customers to hear it first-hand.
Public fintech, running on Conversion under a high security bar.
Enterprise, migrated onto Conversion with our forward-deployed team.
Frequently asked questions
Yes. That is a core design principle. Your product, audience, channel, and guardrail context lives as versioned files in your repo, and Conversion reads them over MCP and custom integrations. Nothing is copied into a black box, which is the opposite of platforms that store your context inside their product.
Yes. Conversion's MCP reads and writes, backed by a high-throughput API, so agents can act on your systems rather than just read from them. This is the direct contrast with Marketo's read-only MCP and low API throttles.
Conversion connects to Snowflake with a scoped service account you control and syncs on a tight interval with AISQL fields. Because everything you care about is in Snowflake, you can trigger campaigns off product and financial data, not just email engagement, without waiting on the CRM team.
Frequency capping, marketing-topic unsubscribes, RBAC down to the object and field, and full audit trails are built in, and we never train on your data. We are SOC 2 compliant and already support security-conscious fintech customers like Plaid. This is exactly the boring-but-critical layer that decides build versus buy.
Yes, and that is the plan. Signing by early September leaves a 90-day window for a forward-deployed team to rebuild Marketo and Iterable in parallel with your live stack, so you cut over before the mid-December expiration rather than after it.
Let's beat the December deadline
Own your context layer, consolidate the stack, and move off Marketo before it expires, with our team doing the heavy lifting.