Marketing Perspectives: Challenges and Opportunities in the New Era of Marketing (Finance)

In the financial services industry, the biggest challenge is growing by connecting with customers. While the younger generation is comfortable with digital communication, the older generations prefer face-to-face interaction. In addition, financial marketers must be cognizant of budget and compliance. A true data-driven marketing solution is absolutely critical to getting it right, every time to build the most loyal customer base, and in turn, to prove ROMI and show success!