As financial institutions continue to leverage digital marketing to grow their customer base and maintain relationships, many have yet to realize the full potential of marketing automation.
As a financial marketer, you may face several challenges, including relying on legacy systems, poor technology integrations, changing compliance and regulations, and a lack of access to important data.
Here’s what you need to know to make the most of your marketing automation software.
- How financial institutions can overcome marketing automation challenges
- The importance of using data for segmentation and personalization
- Steps you can take to influence the customer journey
- Why you need to integrate your marketing automation platform with your CRM
