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Introducing Marketing Automation

Best Practices for Financial Services and Insurance Organizations


Financial services and insurance marketing organizations have their own unique challenges as they face digital change with very structured roles and processes already in place, and security and compliance needs to consider. Moving to a fully automated marketing solution, while ensuring strict compliance and aligning the sales and marketing teams, can take patience and time. To do it successfully, financial services and insurance organizations need to rely on lessons learned from other groups that have covered the same ground before them.