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2021 State of the Financial Marketer

Which financial institutions will win and thrive in 2021? This report examines financial institutions’ marketing, CX, and data strategies.


Which financial institutions will win and thrive in 2021?

2021 State of the Financial MarketerFind out in this report from Total Expert, evaluating financial institutions’ overall readiness to deliver on point customer experience.

What You’ll Learn:

  • How banks and credit unions market to consumers
  • How they leverage data throughout marketing and the customer experience
  • The three challenges that most financial institutions are facing
  • Four steps banks and credit unions can use to overcome the key obstacles

2021 Q3 Report - Total Expert (2021 State of the Financial Marketer)

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