Planning Guide Report

Financial Services Marketing: Planning Assumptions 2020

August 6th, 2019

Summary

SiriusDecisions has identified five planning assumptions that should drive the agenda of financial services CMOs and marketing leaders in 2020. The most successful financial services CMOs will be those who align to the changing growth opportunities in the industry. CMOs should assess marketing’s required capabilities and develop a strategic approach to enhance those capabilities throughout the marketing organization.

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