Marketing Automation for Financial Services:
Getting Started

On-Demand Webinar

Marketing Automation proves itself to be very effective when executed properly. You can get more done with less resources and target your audience on a more personal level.

But in the financial marketing space, there are challenges and roadblocks that will present themselves along the way – like getting budget, finding the right people to spearhead the process, or even knowing where to start with gathering your data.

Tune in to our short webinar to learn what to consider when thinking about implementing marketing automation, what to ask yourself and your team before you begin, and ultimately where and when to kick off the process.

On-Demand Webinar

You’ll hear:

Tips for planning and building the business case

Best practices for Marketing Automation and how to define the process

Examples of effective and simple Marketing Automation workflows