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Digital Marketing for Financial Services: Presentation Now Available

The September 29, 2021 presentation, "Hunker No More: How 2021 is Opening Wallets and Opportunities" is now available for Phase 5 clients and subscribers to download. This webinar was delivered by Phase 5 Partner Steve Hansen at this year's Digital Marketing for Financial Services Summit, a virtual conference dedicated to helping financial services organizations maximize brand awareness and digital ROI. 

Based on results from our 2021 survey of over 2,000 North American consumers and small business customers, Steve draws from the most notable findings to generate actionable recommendations for post-COVID strategy development. Perhaps not surprisingly, the survey found that the needs and expectations from financial services products, channels, and service have changed in light of the pandemic. The study's findings shed light on exactly what has changed, why, and whether that change is expected to be long-term or temporary.

As trusted advisors to Financial Services marketers, we can now leverage these critical insights to inform:

  • How to balance the human vs. digital equation
  • Which strategies adopted during COVID-19 generated customer loyalty
  • How to develop winning business strategies for 2022 and beyond

For complete details, download the presentation now. To discuss how these findings apply to your specific organization, and/or to request a custom report, contact us.

Written by Stephan Sigaud

Stephan Sigaud, MBA, is Phase 5’s Chief Marketing Officer. Stephan is passionate about partnering with clients to address their challenges and opportunities around customer centricity. He has more than 25 years’ experience in Market Research and Customer Loyalty and Experience. A past Board Director of the Insights Association, he has also been volunteering with the Customer Experience Professionals Association (as past Chair of the CXPA Toronto Network) and the Canadian Marketing Association (as member of the Leaders Network and past co-Chair of the CMA CX Council).