Building trust beyond the transaction

Industry leaders across financial services are leveraging inclusive marketing to modernize their business.

April 26th, 2024

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Building trust beyond the transaction report cover

From data privacy concerns eroding trust to seismic shifts in consumer demographics and competitive disruption, the list of worries keeping financial services marketers up at night is long and getting longer.

​This raises a crucial question for financial services marketers: What does a modern financial institution look and sound like in the Gen Z-dominated, consumer-empowered, digital-first marketplace?

Quad sat down with industry leaders Muriel Lotto (Chief Growth Officer of Sandia Laboratory Federal Credit Union) and Beata Kirr (Chief Impact Officer of The Copia Group) to discuss how they are reacting to these factors and driving change across the industry.

Key Takeaways:

  • The importance of individualized service in 2024

  • How marketers can build transparent relationships at scale

  • Why brands need a foot-on-the-gas approach to financial inclusion and education

  • How data, experience, and listening are driving today’s industry leaders’ decisions

The future is bright for flexible financial services marketers. Download “Building Trust Beyond the Transaction: Reimagining Financial Services Marketing in 2024,” for more on how marketers can lean in, get personal, and deliver the right messages.​