Challenges in the B2B Marketing Financial Services Sector (And How to Overcome Them)

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Presented by

Kavita Singh, Senior Editor, Propolis from B2B Marketing

About this talk

The financial services sector is evolving rapidly, with digital transformation, regulatory changes, and shifting customer expectations reshaping the industry landscape. In this competitive environment, effective B2B marketing strategies are more crucial than ever for firms looking to differentiate themselves, build strong client relationships, and drive growth. With more pressure on marketing teams than ever, we decided to look into the current state of the financial services sector by identifying trends from our Propolis Community Index - our real-time dashboard of marketing metrics. From budget spending to customer retention and average headcount, we are breaking down all the juicy insights with Dr. Christine Bailey, Senior Director & Head of Compliance and third-party risk marketing, at Moody’s, and James Redgrave, Vice President, Global Thought Leadership & Editorial, at State Street. Not only will these sector experts divulge the reasoning behind some of these trends, but they will also discuss solutions to help shape your team’s strategies.
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