An informative guide to help financial services marketers shopping for a new ESP

The time has come: you’re re-evaluating your current email service provider.
Email is the most important investment a brand can make. Financial services marketers need a robust ESP that facilitates growth, allows for innovative ways to reach existing and new clients, and–most importantly– drives revenue.
It’s a big task but don’t worry, we’ve created a robust guide to help you find your next favorite solution and vendor.

In this guide, we…

• Outline key considerations, such as which data privacy standards your business needs to comply with.
• Accurately assess what level of services and support your team will need from your vendor.
• Give insight that every financial services marketer should know before developing an RFP.