Customer Intelligence & Insights to Mitigate Risk: What Financial Services Marketers Need to Know

The most significant challenge facing financial services institutions and insurance providers is the consumers themselves. Economic turbulence and fluctuating indicators of wealth have made it near impossible to determine which leads are most profitable. Meanwhile, customer journeys are turned upside down as rapid buying decisions are necessitating faster and more complex risk models, even as marketers struggle to understand what the changes signify.


This whitepaper we will help you better understand the forces that are shaking the foundations of financial services marketing, and why change is an imperative. We will also explain how your existing customer insights—combined with Zeta’s proprietary market intelligence—can help you target the most profitable opportunities and avoid prospects with associated risks.


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