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The financial marketer mindset—examining the biggest challenges today

by | Jun 24, 2019 | Marketing, Public Relations

New research from financial email marketing and event management tech services firm StoneShot examines the biggest challenges facing financial marketers and how to address them.

The firm’s new report, Financial Marketer Mindset, features interviews with marketing leaders from 11 global financial institutions and analyzes the responses to call out the common best practices in creating and executing an effective marketing strategy, and how technology is being used to support these efforts.

Key challenges identified by participants:

The financial marketer mindset—examining the biggest challenges today

Marketers interviewed cited the need for greater personalization of messaging and more consistency across channels for clients to reach the right contact (whether it be a sales person, account manager, etc.) when they need to, on any device.

The financial marketer mindset—examining the biggest challenges today

Communicating with a focus on quality over quantity and providing the option for human interaction during the customer experience is key to building their trust, marketers said.

The financial marketer mindset—examining the biggest challenges today

Marketers interviewed suggested thinking in terms of revenue, profit, and ROI will be most useful to convince senior leadership to adopt a new marketing strategy.

The financial marketer mindset—examining the biggest challenges today

Looping in sales from the start and making sure each team’s technology platform is in-sync will help avoid communication problems down the road, marketers said.

The financial marketer mindset—examining the biggest challenges today

Understanding the changing needs of customers, adapting, and reinventing is a continuous process that will help the customers get the information they want when they want it.

“Understanding the usefulness and limitations of technology is key to helping marketers address some of the biggest challenges they face today,” said Gavin John, co-founder and CEO of StoneShot, in a news release. “Our hope is that the findings within the report help financial marketers in creating effective marketing plans that drive growth for their firms.”

Download the full report here.

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Richard Carufel
Richard Carufel is editor of Bulldog Reporter and the Daily ’Dog, one of the web’s leading sources of PR and marketing communications news and opinions. He has been reporting on the PR and communications industry for over 12 years, and has interviewed hundreds of journalists and PR industry leaders. Reach him at richardc@bulldogreporter.com; @BulldogReporter

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