Trends Report

Brief: Email Can Work For B2B Financial Marketers

May 13th, 2016
Rebecca McAdams
With contributors:
Lori Wizdo , Shar VanBoskirk , Arleen Chien , Laura Glazer


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.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.