Financial services marketers have witnessed the rise and fall of many great acquisition strategies over time. Physical branches once ruled the acquisition world. And for good reason.
Meeting with customers in person gave firms a powerful edge in deciphering their wants and putting them into the right products. You could probe customers, ask follow-up questions, identify their needs and even get them to fund their accounts right then and there.
This white paper reveals how the world of acquisition has changed.
Download this paper now to find out more.