CMO's and marketers stated their top priorities as integration and content digitisation
Most financial service companies have invested in new digital platforms. From new websites, to enterprise CRM and marketing automation solutions.
However the financial industry has historically been built around departmental silos. In banking, teams work on their own initiatives with limited collaboration.
In 2019 marketing is all about the customer experience. One that is integrated across multiple channels and touch-points. To find success marketers and technologists will have to link cross business initiatives and disciplines together.
of marketing technology budgets increased in 2019. Focus on improving customer experience.
Integrated financial content is key to the modern marketing strategy. Product information runs across multiple touch points including web, social, CRM and marketing activities.
iPlus from IPS offers a solution to manage your financial data, documents, and content. With a single click of a button, fact-sheets, marketing material, website content and channel distribution can be completed.
iPlus helps create legal and compliance approved content, that is trusted by the world's leading investment companies.
Factsheets, KIIDs, marketing collateral
Built in legal and compliance controls
Cloud-based solution with industry-leading security
The bonus is that in addition to extending our service to our sales team, fund managers, consultants and customers, we have also saved ourselves a great deal of money.
Mark Smith, MD, BNY Mellon
When we met them they came across as very convincing that they could do the job. I looked them in the eye and I trusted them to deliver - which they did. They are very professional and I can't recommend them highly enough.
Mark Smith, Managing Director - Investment Information Service, BNY Mellon Investment Management EMEA