Trends in Financial Services Marketing

"Based on research conducted by Salesforce, this e-book for the financial services marketing industry is a look into business development in a very client-centered industry during a pivotal moment of change. Here are some of the key themes:
Cross-functional dynamics are shifting to satisfy customer and business demands. Data availability and activation are changing how marketers operate.
Personalization is becoming more refined at the crossroads of intelligence and trust. New standards of engagement are inspiring and challenging marketers.
About the Data Data in this e-book comes from our double-blind “State of Marketing” survey of full-time marketing leaders worldwide. The survey was conducted from January 8, 2020, through February 11, 2020, and generated responses from 6,950 full-time marketing leaders. See the “State of Marketing” research report for full methodology.

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