Today’s customers expect cross-channel personalization and real-time responses, especially from large, traditional financial services firms. However, the traditional organizational structure doesn’t lend itself to the ultra-fast pace of content creation. Data is siloed, each team’s focus is narrow, and prioritization is often unclear.

Managers recognize that a shift is needed. According to a LeapPoint survey commissioned by Adobe, 83% of marketing, IT, and operations managers in financial services firms say improving customer journeys and digital experiences is their biggest non- sales-related marketing growth opportunity. But personalizing customer journeys while meeting the industry’s stringent regulatory requirements can be complicated and time-consuming.

In this eBook, you’ll learn how a modern work management system can help financial services firms create marketing content quickly while supporting detailed legal and risk-management reviews.

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