Research report
How financial services marketing leaders can deliver reporting the C-suite trusts
Insights from senior financial services marketers on fixing fragmented attribution, aligning with finance, and reporting revenue impact with confidence.
Hear perspectives from marketing executives at leading financial brands like Fidelity Investments, Northern Trust, Navy Federal Credit Union, and more.
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Built with qualitative executive interviews
Insights from 10 senior financial services leaders
Input from CMO, CFO, and data leadership
Designed for long-cycle measurement
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The problem financial services marketers face
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Financial services marketing teams are under increasing pressure to prove revenue impact, yet attribution is fragmented across platforms, offline conversions are hard to track, and executive teams don't trust marketing dashboards.
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The result?
Marketing performance is questioned, budget conversations stall, and teams spend too much time defending numbers instead of driving growth
What this research reveals
We interviewed senior marketing leaders across financial services to understand how top teams are solving measurement challenges in regulated, multi-channel environments.
Inside the report, you’ll learn:
- ✓ How leading teams align marketing metrics with finance and executive expectations
- ✓ Which attribution approaches actually work when offline and online data don't cleanly connect
- ✓ How marketers are simplifying reporting without sacrificing accuracy
- ✓ What data leaders stop reporting to gain more trust internally
- ✓ Practical frameworks for presenting performance to the C-suite
Who this report is for
This report is designed for:
- ➜ Heads of Marketing and Demand Generation
- ➜ Marketing Operations and Analytics leaders
- ➜ Financial services organizations navigating complex attribution and reporting