The State of Email Marketing in Financial Services – 2018

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  • Sponsored by The Relevancy Group

    Written by David Daniels with Nicholas Einstein Email Marketing, Everychannel Marketing, Financial Services, Targeting, Real-Time Data

    About: Published on 4/10/18, The Relevancy Group analyzes the state of email marketing in the financial services industry. This research investigates the 2018 aspirations, challenges and tactics of financial services marketers. Additionally, we review what financial services
    marketers look for in an email marketing vendor and what is most important in their selection process.

    Key Questions:

    What are the email marketing challenges and aspirations of financial services marketers?
    What is most important to financial services marketers when selecting email marketing technology and services? What are the tactics that most financial services email marketers embrace and what optimization opportunities are they missing?

    Report Excerpt:
    Understanding Financial Services Email Marketer in 2018
    Email marketing continues to be an indispensable channel for financial marketers - it is the top channel utilized. Fifty-one percent of financial services marketers use email marketing, followed by mobile app marketing (43 percent) and Facebook advertising (37 percent). Financial services marketers send 49 million email messages followed by retailers that send 37.3 million a month. Financial services mean customer database size is 13.35 million records, indicating that they are mailing their customers on average nearly three times per month. Financial services marketers dedicate over one-third of their overall marketing budget to email marketing (Figure 1). 

    The Research: 9 pages, 6 graphics, 2,228 words. Part of our Research Subscriber Series, Subscribe and Save | TRGSS0918

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