Key Takeaways
- 67% of financial services companies say they expect increased budgets for digital marketing over the next 12 months
- 89% of financial services marketers say digital marketing is important to their company’s growth strategy
- 51% of financial services marketers use marketing automation to nurture leads
- 78% of financial services marketers use customer data platforms (CDPs) or plan to implement one
- 72% of financial institutions say improving customer experience is a top priority for marketing
- 62% of banking customers expect offers tailored to their preferences
- 41% of marketers in banking and financial services invest in content marketing
- 80% of B2B marketers say content marketing is core to their business
- 73% of financial services marketers say they use content marketing
- 41% of financial marketers say compliance affects marketing strategy
- 49% of marketers say they struggle with regulatory constraints in advertising
- 83% of financial services marketers say they use approved templates to comply with brand and regulatory requirements
- 52% of companies have no marketing personalization strategy
- 48% of organizations report their marketing strategy is not aligned with customer needs
- 62% of marketing leaders say they need better cross-channel coordination
Financial marketers boost digital budgets, personalize with data, and prioritize compliant, measurable CX.
Digital Marketing Performance
Digital Marketing Performance Interpretation
Customer Data & Personalization
Customer Data & Personalization Interpretation
Content & Brand Strategy
Content & Brand Strategy Interpretation
Compliance & Regulation
Compliance & Regulation Interpretation
Strategy & Organization
Strategy & Organization Interpretation
Channel & Customer Journeys
Channel & Customer Journeys Interpretation
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