Financial marketers are continuously confronted with the tough challenge of balancing between engaging customers on a personal level and achieving digital scale with their marketing efforts. More specifically, financial marketers need to reach customers and members with detailed financial messages and educate consumers on a complex suite of products and services … all at scale. Not an easy task.

For financial marketing professionals to succeed, it is imperative that they take a step beyond the typical digital marketing tactics – email, SEO, paid advertising – leveraging new digital tactics that are contextual, grab a consumer’s attention and generate measurable results.

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