Today’s leaders in financial services are digital disruptors intent on offering experiences that drive customer loyalty and love. Let’s look at tools and tactics that differentiate leaders from fast (and not-so-fast) followers.
Today, leaders are using digital marketing technologies considerably more.
Over the next 12 months, their priorities are more aligned:
And to support brokers, advisors, and agents, leaders will use the following in 2017.
Mobile and tablet-based apps with interactive client-facing content and pitch presentations
Digital forms to expedite client on-boarding
Portals containing content, product information, and sales materials customized for brokers/advisors/agents
Leads sourced from digital channels focused on quality, not quantity
Data from "State of Digital Transformation in Financial Services," Econsultancy and Adobe, April 2017.Read the full report ›