How do other dis­count bro­ker­ages set up a cul­ture of iter­a­tive testing?”

Why am I not get­ting value out of my web ana­lyt­ics tool?”

What offline seg­ment data should I use to tar­get my online cus­tomers if I’m a retail bank?”

Why can other Finan­cial Ser­vices com­pa­nies get their mate­r­ial to mar­ket so much faster than us?  Don’t they have to go through rig­or­ous legal and com­pli­ance reviews like me?”

I get that <insert large retailer’s name from case study> can tie that data together but how about other credit card companies?”

How do I get more peo­ple to use our web ana­lytic reports?”

Can social media actu­ally increase my leads as an insur­ance company?”

As the man­ager of the Finan­cial Ser­vices Con­sult­ing team at Adobe, I get to meet with many of the top Finan­cial Ser­vices and Insur­ance com­pa­nies.  The above quotes are just a few of the types of ques­tions that I hear over and over again from our cus­tomers.  There is no Finan­cial Ser­vices com­pany that is doing it all right.  All com­pa­nies across all indus­tries have chal­lenges as they try to become “best in breed”, but Finan­cial Ser­vices com­pa­nies face some unique chal­lenges and also have unique advan­tages when it comes to doing busi­ness online.

Some of the mem­bers of my team and I will be shar­ing our learn­ings as we work with Adobe’s broad Finan­cial Ser­vices cus­tomer base.  We want to com­bine the strengths that our cus­tomers have in dif­fer­ent areas and start to cre­ate a pic­ture for what a true “best in breed” online finan­cial ser­vices com­pany could look like.  As the desire for shared best prac­tices becomes stronger from our cus­tomers we hope that this blog gives us and you an avenue to share thoughts and best prac­tices around the finan­cial ser­vices indus­try.  We hope to be able to share ideas around com­mon chal­lenges, solu­tions to shared prob­lems, brain­storm orga­ni­za­tional gov­er­nance mod­els and espe­cially share tips and tricks on how finan­cial ser­vices com­pa­nies can bet­ter use their online mar­ket­ing tools.  We hope that you come back reg­u­larly and share some of your find­ings and thoughts with the community.

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