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.

A recognized leader across the entire customer lifecycle.

What the top industry advisors are saying about us.

Cheetah Digital named a “Strong Performer” in The Forrester Wave™: Email Marketing Service Providers, Q1 2022
Get the report

Cheetah Digital named a Challenger in 2022 Gartner®️ Magic Quadrant™️ for Multichannel Marketing Hubs

Get the report

Cheetah Digital named a Preferred Vendor

Get the report

Cultivate customer connections
with Cheetah Digital Relationship Marketing

From acquisition and engagement to retention and loyalty, Cheetah Digital helps you foster real relationships while growing your audience and reaching customers across channels in the moments that matter.

Share love icon

What does the Cheetah Difference look like for our clients?

Scroll to Top