In the last decade, the financial services industry has been disrupted by unprecedented market changes - a stricter regulatory environment, new business models, more agile competitors, and more demanding customers who want real-time, on-demand access to important investment information as well as the ability to make critical transactions.

In response, financial services institutions are retooling their historical customer outreach techniques. For example, they're modernizing their historically conservative marketing approaches by developing fun, interesting campaigns that humanize their brands. And they're figuring out how to use social media authentically - while still remaining compliant.

How are leading marketers engaging their customers in the midst of this market transformation? To find out, Salesforce Research conducted a survey of 370 marketing leaders in the global financial services sector.

Here are three findings:

1. Financial services marketers are actively working to integrate channels and support a cross-channel approach. Three-quarters agree they have integrated their mobile, social, and email strategies into their overall marketing strategy.
   
   
   
   
2. Top financial services marketers access a shared, company-wide view of the customer using CRM technology. High-performing marketing teams are 2.3x more likely than underperformers to extensively use CRM tools that provide marketing, sales, and service teams a single version of customer truth. <CLICK TO TWEET>
   
   
3. Leading financial services marketing teams are using technology to their advantage. For example, high performers are 6.4x more likely than underperformers to say they extensively use web personalization to tailor the online customer experience. <CLICK TO TWEET>

Download "Leading the Customer Experience in the Financial Services Sector" to learn all the details.