The New Marketing Model For Financial Services

Webinar: The New Marketing
Model For Financial Services

Research Study Breaks Down Shifts In Client Behaviors And Top Strategies Of Engaging Across Channels

Looking to keep pace with the changing behaviors of their digitally connected client base, financial marketers are shifting from traditional models of selling based purely on brand reputation and referrals to engaging customers across a variety of channels.

From insurance carriers to banks to independent brokers, leading organizations are looking to drive client acquisition and retention by engaging them on emerging channels, including online, social and mobile.

View this exclusive on-demand webinar to access the findings of a new research study on the top priorities for financial services institutions, including:

Leading shifts in client behaviors
The KPIs being used to track marketing performance within financial institutions
The top challenges facing financial marketers
How marketers are dealing with data security and compliance

The webinar will also share insights from the new study into the areas where financial institutions are looking to improve their customer engagement by overcoming factors such as:

A lack of visibility into online behavior and interests
Managing multiple systems across marketing and sales
Diminishing returns on email campaigns

In addition to analyzing this new trend data, the webinar will also share use case examples of how different financial institutions are dealing with these new engagement trends.