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Financial Services Marketing Effectiveness Lies In Data, Technology, And Creativity

Forrester eCommerce

According to Forrester’s Marketing Survey, 2023, financial services marketers in Asia Pacific (APAC) find improving marketing’s ROI or effectiveness more difficult than their peers in other regions and industries.

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High Levels Of Trust Elude US Financial Services Firms Again

Forrester eCommerce

US financial services brands are struggling to earn high levels of customer trust. Forrester’s Financial Services Customer Trust Index (FS Trust Index) revealed that customer trust in US financial services firms in 2023 was relatively weak and largely unchanged from 2022.

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Retailers Must Embrace Financial Services, and Quickly

Retail TouchPoints

And it’s increasingly clear that brands that embrace financial services within the customer journey are scoring highly on engagement scores. The only problem is, for many retailers, the idea of becoming involved in the financial transaction part of the journey is a leap too far.

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Financial Service Firms Need To Stop Thinking Like Retailers On Personalization

Forrester eCommerce

Many financial services firms say that they are already delivering on personalization and view improving their personalization capabilities and technology further as a top priority. And most are thinking like retailers when it comes to personalization — […].

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Grupo Coppel Adds Digital Financial Services for U.S.-Based Mexican Community

Retail TouchPoints

with mobile financial services. affiliate, Appriza Pay, and financial solution provider Alviere , services include payments, physical and digital debit cards, free checking and remittances to Mexico. “By Developed with Grupo Coppel’s U.S.

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How to Improve Digital Privacy and Trust Between Consumers and Companies

Retail TouchPoints

Improving the Data-Sharing Contract Between Businesses and Consumers From quick pop-up boxes to opt-in website cookies to multi-page privacy agreements, consumers are confused about what data companies collect and how they are using it. First, creating more clarity into how data is used and why it can improve transparency for customers.

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Invest In The Right Technologies To Improve Your Customers’ Financial Well-Being

Forrester eCommerce

The Forrester Financial Well-Being Tech Tide™ report presents an analysis of the maturity and business value of the 18 technology categories that support financial well-being. Financial services executives should read this report to shape their firm’s investment approach to these technologies.