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.
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- Cross-functional dynamics are shifting to satisfy customer and business demands
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- New standards of engagement are inspiring and challenging marketers