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

About This Webinar

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 webinar will help you better understand the forces that are shaking the foundations of financial services marketing, and why change is an imperative. Zeta’s Cynthia Janelli, SVP Strategic Consulting, will 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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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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