Marketing financial services: Leverage data to upsell financial products

This article considers how financial services brands can use a smart, purpose-built management system to build on their assets and strengths in order to see off fintech challengers and help discerning customers.

Leverage data to upsell financial products

Simon BloomRelay42

Marketing Financial Services

This article is part of a series of articles on marketing financial services. Read more.

Faced with the rise of fintechs and increasingly discerning customers, traditional financial service providers should build on their assets and strengths by using a smart, purpose-built data management solution. This can provide a single customer view, enabling the selling of supplementary products to meet individual needs.

We operate in a period of rapid digital transformation, a movement which is shaping a whole new standard for financial service providers (FSPs). In part,...

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