Report

DX maturity for financial services

Leverage intelligent capabilities that blend human authenticity with artificial intelligence to drive significant business value.
Confident financial advisor pointing laptop while discussing options with senior woman in office

Imagine a world where personalized marketing is not just a dream but a reality. Marketers and technologists have chased this vision for years, but the sheer volume of content required has always been a hurdle. Now, with the advent of intelligent systems, we can power content creation at an unprecedented scale. These cutting-edge technologies will challenge us to reimagine our customer experience strategies and revolutionize how we perform and optimize routine tasks in financial services marketing.

Our report explores digital experience (DX) maturity in financial brands. Based on data from numerous fintech respondents collected over the past year, we uncover the key marketing trends impacting marketing leaders and developers across banking, credit companies, insurance firms, capital markets, and other financial institutions. This is your guide to understanding the evolving landscape of digital transformation in the financial services industry, including:

  • The impact of outdated marketing technology on customer trust and retention.
  • The significance of a content strategy that incorporates authentic brand messaging and marketing campaigns that build trust and customer engagement.
  • How cloud-based software platforms that centralize and organize customer data can support automation and machine learning use cases at scale by leveraging streaming data and real-time analytics.
  • The importance of adopting data-driven digital marketing strategies that adhere to compliance regulations and minimize data privacy risks.
  • Mastering the discipline of personalization and optimization to build lasting connections throughout the customer journey and the necessity of centralizing digital assets into a single source of truth to power omnichannel user experiences and boost conversion rates.
  • Success metrics for financial service providers looking to build a marketing strategy that leads to sustained growth.
  • Crafting digital experiences that position your brand as a trusted partner in your customers’ financial lives.
  • Customer case studies and partner perspectives on digital marketing for financial services (DMFS).

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