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Eight Questions to Ask as You Introduce a Date Management Strategy to Your Financial Services Organization

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A successful data management initiative will build on the goals and priorities financial services companies set for themselves, based on their own needs, approach to data, and the strengths and weaknesses of their organization as a whole. It’s imperative that Modern Marketers begin with a close look at the processes their company has in place, as well as its capacity to work with the changes data management will introduce.