Episode 10 – Rachel Sets the Rules: 5 Rules for Planning Your Marketing Spend
Before you spend your first marketing dollar, learn Director of Engagement Solutions Rachel Scheuerman’s five rules to follow to...
Collaboration Counts
Who you work with can be as important as the work you do. So say financial services marketers as...
Measurement (and the Data That Drives It) Matters
When we asked about measurement in our annual survey, we found that measuring ROMI has reached a near universal...
Acquisition Reigns
What do financial marketers look at when they look at performance? Metrics vary depending on the campaign, but they’re...
Marketing Channel Mix: Mass Media Is Out, Digital Is In
Our annual survey of financial services marketers confirmed a trend that’s a surprise to no one: Marketers are shifting...
Top 3 Marketing Opportunities for 2017
With financial marketers telling us in our annual survey that they have more control over their budget building process...
Top 3 Marketing Challenges for 2017
Financial marketers find themselves in a good news/bad news situation this year. Marketing budgets are on the rise, which...
Caution: High Expectations Ahead
2017 Survey of Financial Services Marketers Marketing is having a big impact in the financial services sector. As a...