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Discover the state of financial services marketing.
See what’s on the minds of financial services marketers everywhere.
In this report, uncover the top trends of over 590 financial services marketers worldwide. You’ll learn why financial services marketers are looking to:
Understand their customers with a single source of data truth
Personalise every moment by segmenting and activating customer data
Optimise the performance and impact of their marketing efforts
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*Source: Salesforce Customer Success Metrics Survey, conducted 2015-2019 among 7000+ customers randomly selected. Response sizes per question vary.