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Financial services companies must worry about each of these when it comes to a marketing automation strategy. Marketing automation empowers brands in the financial services sector to form stronger relationships with customers. Improve the efficiency of your team without spending a fortune on your marketing efforts.
There are two main benefits to CPAs and financial service firms when using marketing automation technology. According to a report by Adobe and Econsultancy 12 of financial service providers consider using marketing automation to increase efficiency and yield as the most exciting opportunity for their organization while 62 have already increased their budgets for marketing automation. Marketing automation for financial services is the process of automating marketing efforts to reduce labour time and improve efficiency.