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Successful growth of financial partnerships will require a new direction in marketing, sales and service. This new strategy will focus on creating new experiences for customers, experiences they have come to expect. By sharing data and integrating marketing capabilities, Financial Services partnerships can create new customer insights and improve the effectiveness and efficiency of their marketing programs. As partnerships continue to grow in number and evolve in structure, collaboration with marketing, sales, and serving customers becomes more important than ever.

Our latest eBook, Collaborative Marketing — An Essential Strategy for Financial Services Partnerships, provides fresh insights into key challenges and opportunities across a range of Financial Services partnership structures.