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Marketing-Transformation
Solution

Marketing transformation for financial services

Yesterday’s marketing strategies have stopped working. How can you empower your marketing teams to deliver contextual and personalized experiences that your customers expect ?

We help banks and financial services firms leverage data-driven insights to build authentic journeys across all stages of customer lifecycle while navigating the complexity of regulatory landscape. Whether you are looking to redefining your brand, product, or channel strategy, craft compelling campaigns, or address customer privacy regulations, we have the solutions to help you succeed.

Connected marketing

Would you like more customers? Would you like to engage better with those you already have? Would you like both?

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Research and insights

Point of view

How banks can use generative AI to enhance marketing disclosures
Report

Getting Personal – Five drivers to power client-centric growth in wealth management
Point of view

Point of view: How to put your customer first with connected marketing
Report

Modernizing offer management systems to win the battle for growth

A New Playbook for Chief Marketing Officers
Point of view

How banks can optimize offer management to drive growth

Expert perspectives

Digitally born, digitally demanding: Generation Z and the future of finance

Aalekh Bhatt
Jul 10, 2023

Elevating customer experience with three essential data-driven keys

Simon Blainey
Sep 1, 2023

Meet our experts

Chandramouli Venkatesan

Vice President – Portfolio Development Lead – Digital Front Office Transformations | Banking and Capital Markets
Chandra leads the Front Office transformation portfolio (marketing, sales and customer service) and serves banking and capital markets clients. He focuses his work on customer experience and helping financial institutions transform marketing, sales and customer service into more customer-centric organizations with an emphasis on experience strategy design, technology and data. Chandra has deep experience driving CX transformation for retail banks, payments companies, wealth management and capital markets firms.

Aalekh Bhatt

Go To Market lead – Digital Marketing, UK Banking
Aalekh drives the Digital Marketing services got-to-market for UK banking and capital market clients. He works on helping client marketing organizations embrace customer-centricity. His key areas of focus are experience transformation, content, customer data and martech across banking, wealth management and payment services domains.

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