5 Steps for Selecting the Right Email Marketing Platform

An informative guide to help financial services marketers find the right ESP

In a world where millions of brands are competing for attention, the ones that consistently stand out in inboxes communicate with – rather than at – their customers. To do this, finance brands need a robust email marketing platform that has the ability to collect zero-party data and leverage that data to personalize their content, generate loyalty, and ultimately, increase their profits.

Whether you’re a first-time buyer, or you’ve been through the procurement process a time or two, it’s your job to find the right email marketing technology that meets the unique needs of your company.

This guide will help you:

  • Define the functional, operational and technical requirements needed to deliver an engaging and revenue-generating email marketing strategy
  • Learn ways to get all the stakeholders on the same page
  • Select a relationship marketing vendor that understands the ins and outs of financial services
  • Educate yourself on the best practices and use cases for leveraging email marketing technology