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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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The State Of Data Commercialization In China’s Financial Services Industry

Forrester eCommerce

Financial services (FS) firms are actively participating in it, increasingly commercializing their data to create new revenue streams and expand business opportunities. The growth of the data economy in China is accelerating.

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Introducing The Financial Services CRM Landscape, Q2 2023

Forrester eCommerce

Industry CRM is a clear choice in economic downturns for companies that are looking to get sustainable value from their tech investments. Our data at Forrester backs this up: Industry solutions grow at a compounded annual growth rate of 13.9%, a rate faster than horizontal customer experience tech.

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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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Customers’ Trust Was Weak Across US Financial Services Brands In 2022

Forrester eCommerce

How well did US financial services firms rank in terms of customers’ trust in 2022? Our new research reveals the scores and rankings of 54 US brands across auto and home insurance, banking, credit card issuers, and investment firms, analyzed as part of Forrester’s US Financial Services Trust Index, 2022.

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Hardwire CX To Financial Performance In The Financial Services Sector

Forrester eCommerce

Business leaders in the financial services (FS) industry are used to tracking success with measures that reflect shareholder, investor and market regulator values like return on equity, net profit, assets under management and capital adequacy ratio. This is the ‘money story’.

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Predictions 2019: Financial Services Firms Shift Their Focus To Operational Efficiency

Forrester eCommerce

In the decade since the global financial crisis, much of the financial services industry has made a strong recovery. While many governments are still nursing large debts, most banks, investment management firms, and insurance companies have long since returned to good health.