Summary
Business leaders at wealth management firms with influence on marketing and CX budgets should use this research to adjust their spending in the wake of the COVID-19 pandemic. This collection of Forrester’s research aggregates our spending advice on over 80 marketing- and CX-related technologies, services, media, staffing, and data and research line items. We offer different spending advice for each item for companies in the survival, adaptive, and growth modes. Dive deeper into spending advice for your company by scheduling an inquiry with a Forrester analyst.
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