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What Financial Marketers See as Priorities and Challenges for 2024

Advanced technology enables personalized financial marketing experiences. A report found that investing in technology and human capabilities to gain customer insights and create personalized solutions increases success. Collaboration with third-party solution providers can also help.


Read the original full report from Financial Brand here.

Here is a brief summary of the article:

  • Advances in technology have enabled personalized financial marketing experiences.
  • Traditional financial marketing relied on mass media and scaled communication, making precision difficult to achieve.
  • The digital landscape has changed everything, allowing for better understanding of each consumer and tailored communications.
  • “Segment of one” marketing, where relevance is paramount, is now possible.
  • Investing in technology and human capabilities to gain customer insights and create personalized solutions increases success.
  • Collaboration with third-party solution providers can also help financial institutions succeed.

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