The Financial Marketer Mindset:
Technology’s Impact on Marketing Strategy

Financial marketers today are faced with two competing priorities – making interactions more human and utilizing the technology available to them to a greater extent. So, which one takes priority?

The truth is, these goals need not be mutually exclusive. In fact, one of the key findings of a recent anecdotal study we conducted, by surveying our clients, was that technology can actually help companies make more meaningful connections with their customers.

We interviewed influential decision makers from leading financial brands in the U.K. and U.S. to hear their thoughts on how technology, if used properly, can help marketers confront some of the biggest issues in the industry today.


In this report we’ll cover:

How to stay focused on the client and stand-out in a crowded field.

Gaining executive buy-in for new marketing initiatives.

Working in tandem with sales & compliance.

Remaining relevant in an ever-changing marketplace.