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Marketing Challenges in the Financial Services Industry

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In this paper you will learn how:

  • Engaging with your customer will fuel future growth
  • Personalized service is expected not a nice to have
  • Technology really can give you a competitive edge.

A recent study shows that the top ten banks control half of the assets of the entire American financial services industry. With statistics like that, it can be difficult to differentiate yourself and build enough consumer trust to gain a competitive edge over other leading financial services institutions. In order to make a real impact, financial institutions have to gain customer loyalty by being able to cross promote product lines and build a relationship by servicing as much of their clients financial portfolio as possible.