Cheat Sheets

Fact Sheet: Marketo for Financial Services

The FinServ industry has been challenged with keeping pace with customer expectations in the digital age. Only 27% of consumers say they receive a seamless experience across their bank’s branch, online, and mobile channels. Meanwhile, 80% of investors under 40 indicated they would leave their asset management firm if it fails to provide an integrated channel experience. Providing personalized experiences at scale and measuring the impact of campaigns is crucial for digital marketer's success in the FinServ space. This fact sheet provides an overview of Marketo’s key FinServ capabilities, including:

  • Personalization at scale
  • Proving marketing impact
  • Speed time-to-value
  • World-class security and configuration for a highly-regulated industry

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