Trends in Financial Services Marketing

Data in this report is a subset of findings from the fifth edition of the “State of Marketing” study conducted August 13 through September 23, 2018, that generated 518 responses from full-time financial services marketing leaders – those holding a manager or higher leadership role. Survey respondents are from North America, Latin America, Europe, and Asia Pacific. All respondents are third-party panelists.

Customer service, sales, and marketing teams are locking arms within financial services organizations to foster truly cohesive customer journeys, but opportunities to strengthen these working relationships remain.

Read this white paper now to discover how:

  • Cross-functional dynamics are shifting to satisfy customer and business demands
  • Data is transforming how marketers operate
  • Personalization is becoming more refined at the crossroads of intelligence and trust
  • New standards of engagement are inspiring and challenging marketers

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