A snapshot report from Salesforce delivers some interesting marketing trends & insights collated from over 550 marketing leaders across the banking, wealth management and insurance sectors. See just what is successfully driving loyalty in the new financial sector landscape! Download the report here.
According to Salesforce’s latest ‘Trends in Financial Services Marketing’ report, which interviewed over 500 marketers in the industry worldwide, marketers are leading the development of the customer journey in financial brands. With a growing number of touchpoints and an expanding volume of data, 87% of respondents say refining customer journey strategies is a priority. Bringing data together from disparate sources is key to this effort, Salesforce’s research shows: The number of data sources used by financial services marketers has grown by 80% since 2017. Finally, a shift towards real-time engagement completes the picture of the challenge faced by the sector today. More than half (56%) of financial services marketers engage customers in real time across one or more marketing channels.