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Marketing Financial Services - US - June 2017

Marketing Financial Services - US - June 2017

"The financial services industry is changing rapidly, and there are more alternatives to traditional institutions and traditional ways of transacting business than ever before. However, the industry is still struggling with trust, and institutions are searching for ways to overcome those issues and build loyal, long-term relationships with their customers. The key to successfully marketing financial services is to take a customer-centric approach, creating partnerships with customers that are built on an understanding of financial needs and a personalization of solutions."

- Robyn Kaiserman, Senior Financial Services Analyst

This Report discusses the following key topics:

Customer service is a weak point with young customers
Young men are most vulnerable to switching tactics
Trust continues to be an issue

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