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State of the Financial Marketers Report

This study breaks down the marketing trends and examines key issues facing marketers — from automation and CX to CRM and data analytics.


What are the challenges facing bank and credit union marketers in the digital age? Find out in this 24-page report from TotalExpert.

What You’ll Learn:

  • How financial marketers are pursuing personalization strategies
  • The struggles financial marketers face with data collection and analytics
  • How financial marketers are trying to humanize their CX

2020 Q1 Report - Total Expert (State of Financial Marketing)

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