Financial Services Marketing

The Future of Relevance – Financial Services

More precisely target people on an individual basis – at scale – by going beyond CRM and context targeted tactics. In this whitepaper customized for the Financial Services industry you will learn how to utilize Identity Management best practices within a Precision People-Based Marketing (PPBM) framework to recognize the customer as a person.


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To implement these strategies effectively, brands need the right technology and tools to support their personalization efforts. The Zeta Marketing Platform empowers businesses to offer highly tailored experiences driven by AI.
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