Brief: Email Can Work For B2B Financial Marketers

May 13th, 2016

Rebecca McAdams

With contributors:

Shar VanBoskirk , Lori Wizdo , Arleen Chien , Laura Glazer

Summary

Selling financial services products through agents to consumers is not easy. And emails from marketers doing so fall short of Forrester's best practices. This report challenges B2B financial services firms to improve by adopting habits common to consumer email marketers, like making registration intuitive, creating content that focuses on user needs, and promoting email sharing.

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