> Adobe > How Experience Keeps Top Financial Brands in the Lead

How Experience Keeps Top Financial Brands in the Lead

Published By: Adobe
Published:  Apr 23, 2018
Length:  25 pages

Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance

Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: 
– General trends in retail banking, investment banking, and insurance 
– Internal structures their companies are using to execute digital transformation 
– The biggest threats/disruptions in the industry 
– The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention)
– Main sources of sales and leads (digital + mobile are steadily increasing sources)
– Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics)
– Use of the cloud and AI to automate analysis and marketing
– The importance of multichannel personalization
– Innovation in the types/formats of products/services provided (leaders are focusing on improving their digital customer experiences)
– Digital enablement of brokers & agents, and the challenges of keeping enablement tools updated