Data Sheets

Financial Services Data Sheet

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www.pedowitzgroup.com | Call us at 855-REV-MKTG | @revenuemarketer Financial Services The Revenue Marketing Company TM Financial Services and Advisor Solutions for Fast-Changing Markets Using marketing as a differentiator to respond to and successfully compete in the customer- driven, digital and competitive environment. Financial services firms face massive change in today's customer-driven, digital and competitive environment. There are five critical investment areas that drive this change. First, financial service firms need to focus on building lifetime value for the forever customer. Second, they need to focus on content as the currency. Third, these firms need to direct dollars to digital marketing. Fourth, in order to maximize profit, financial service firms need to personalize communication. Finally, they need to continually invest in the factorial of financial advisors. At The Pedowitz Group (TPG), we add value to financial services firms and address these five critical investment areas through financial services-focused marketing strategy, technology and execution. Key Benefits & Deliverables ▪ ▪ Our financial services experience lowers your risk and delivers successful business outcomes ▪ ▪ Increase your marketing productivity by enabling marketing, sales and distributors with essential skills, processes and tools ▪ ▪ We significantly increase return on marketing investment by improving efficiency and effectiveness Working with The Pedowitz Group has been a delight and very much needed for our marketing organization. The insight and consultative coaching they've brought to the table has been extremely valuable and appreciated." – Jennifer Haney-Crowe

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