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Financial Services Marketing 2021: Closing the Digital Marketing Gap

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    Report

  • 13 Pages
  • March 2021
  • Region: Global
  • Arizent
  • ID: 5715052
The pandemic cut off face-to-face customer contact for financial services organizations, accelerating a long-overdue shift to digital processes. Marketers must not only catch up to this movement, but get in front of it with new tools and strategies. And C-level executives recognize the importance of investing in marketing technology at this critical juncture.

But even with the funding and support of their bosses, marketers are not moving fast enough. To succeed, they must focus their spending on digital-first strategies that leverage troves of available data, new analytics software, artificial intelligence and other technologies as they race to win from behind.

This study examines how marketers at banks, professional services and wealth management firms can capitalize on the digital transformation the pandemic sparked.

Table of Contents

  • Introduction
  • Key findings include
  • Under pressure
  • Resetting priorities
  • Applying martech solutions
  • Conclusions