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Making Momentum Happen

Change Management for Financial Services and Insurance Marketing


Faced with unique regulations and channel considerations, the pace at which new technologies are adopted within financial services and insurance organizations varies. But looking into the various engines within financial services and insurance organizations—specifically sales and distribution channels—a picture emerges, complicated by ever-tightening regulatory guidelines and contractual obligations to the sales distributor network. At the same time, buying behaviors are changing and ways of viewing marketing effectiveness are evolving too.