Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance
Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives opinions on:
General trends in retail banking, investment banking, and insurance
Internal structures their companies are using to execute digital transformation
The biggest threats/disruptions in the industry
The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention)
Main sources of sales and leads (digital + mobile are steadily increasing sources)
Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics)
Use of the cloud and AI to automate analysis and marketing
The importance of multichannel personalization
Innovation in the types/formats of products/services provided (leaders are focusing on improving their digital customer experiences)
Digital enablement of brokers & agents, and the challenges of keeping enablement tools updated