STATE OF THE FINANCIAL MARKETER

Consumers are comparing and contrasting experiences with every brand they interact with, such as Amazon, Uber, and Apple, and are craving similar experiences with their bank or credit union.

27% of respondents reported offering minimal personalized marketing – or none at all.

74% of respondents listed customer experience as a top priority, but only 7% leverage data-based insights to improve the customer or member experience. 

 

 

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