Choosing a Marketing Automation Platform

A guide for Financial Institutions 

A high-caliber marketing platform can deepen relationships, improve loyalty, and increase share of wallet. But, selecting one for your FI isn’t so straightforward.

In this guide you will learn:

✅ The benefits of an agile marketing platform.

✅ 17 personalization capabilities that FIs truly need.

✅ The various approaches a platform can take toward 7 critical features.

✅ How to seize opportunities by playing to your 3 industry-specific strengths.

✅ The difference between cross-industry platforms and industry-specific ones.

✅ What kind of data you need to power up automation and personalization.


Image Credit: Adobe Stock



Download the full guide now