Digital marketing for financial services: best practices
APRIL 2, 2019
A couple of notes on CRM targeting: CRM Onboarding is available with the purchase of a monthly Data Package , which also includes Web Insights. While we don’t dig into them here, we recommend you also consider adding cross-device targeting or geoframing to your campaigns. Recency. That’s why we recommend looking at the recency of your user data when employing retargeting as a strategy. Digital marketing for financial services is rapidly evolving.