Trends in Financial Services Marketing

Insights from over 500 Marketers Worldwide

Salesforce Research surveyed over 500 financial services marketing leaders worldwide to discover how:

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

With customer’s expectations of companies steadily rising as technology upends traditional engagement standards, the bar has been raised for marketers to foster highly relevant journeys. Customer data and channels at their disposal, financial services marketers must expand beyond their historical purview to connect with customers where and when they want.

Download the report to see how financial services marketers are adapting to this new reality >>

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