Best Practice Report

Data And Research: Wealth Management Leaders Must Review Marketing And Customer Experience Budgets In The Wake Of The COVID-19 Pandemic

Rick Parrish , 
Gina Bhawalkar , 
Jessica Liu , 
Stephanie Liu , 
Vijay Raghavan , 
Jim Nail
 and  three contributors
Nov 13, 2020

Summary

Marketing and customer experience (CX) leaders at wealth management firms should use this research to review their data and research spending in the wake of the COVID-19 pandemic. Dive deeper into spending advice for your company by scheduling an inquiry with a Forrester analyst.

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