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.
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