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Pro Tips: 5 Considerations To Implement Marketing Automation Platforms

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A few to consider include your CRM, of course, but also things like analytics and data platforms, your CMS, webinar platforms, and any other functional tools such as survey apps, chatbots, and sales tools. User-friendly analytics and reporting that put data in a clear and understandable format that can be used to track campaign success.

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Marketing Automation for Financial Services Marketers

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For example, you can conduct A/B tests to increase conversions andbuild templates to help create variations of pages at scale to power your campaigns. Financial industry marketers face unique challenges: Balancing creativity with strict regulatory requirements. Navigating digital transformation in a slow-moving industry. Use cases abound.