Forrester Consulting Opportunity Snapshot: CDPs Must Transcend Data Aggregation

The Future of Relevance – Financial Services

Financial Services Marketing

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.

Precision People Based Marketers have nearly double the monthly website revenue than those that do not leverage these tactics, so we highly encourage you to download this whitepaper.

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