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The Strategic Marketing Institute Provides

Research, training & certification

What we do

Research

The Strategic Marketing Institute provides custom market research studies in both traditional and emerging areas of marketing. Current studies cover:

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Training & Certification

Register for leading-edge courses by the Strategic Marketing Institute.

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It is critical to ensure that data and Technology can enable Strategic Marketing and Business Outcomes your organization needs.

The end goal is to deliver best of breed marketing technology against the
Strategic • Business • Marketing
goals of the organization.
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Increase revenue

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Improve efficiency (reduce costs)

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Deliver on strategic transformation agenda

How we work

Digital Engagement Benchmarks:

The Strategic Marketing Institute creates industry-specific, digital engagement benchmarks for Social, Mobile, Web, Display and Email channels.
Industry insights are also given across six financial services verticals, including -

Why we are different

The Strategic Marketing Institute has developed proprietary models by which the top 100 financial services firms are evaluated, scored and ranked in:
  • 1.Website Experience
  • 2.Social Media Experience
  • 3.Mobile Experience
  • 4.Customer Experience and
  • 5.Advisor Portal Experience [NEW in 2021].

Ready to get started

Our success is built on long-term relationships by discovering the challenges and opportunities for the future state of the business.

Receive Monthly Industry Reports & Invitations to Free Webinars & Events

Become a Member at No Cost

Our client base includes global leaders in
Financial Services, Insurance, Media and Technology.

Current and founding sponsors of our research include:

latest news blogs

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Sep / 22 / 2022
Author: Frank DudleyFinancial Marketing Institute

6 Digital Marketing Strategies for Life Insurance Companies

During most of the first decade of the 21st Century, we have seen the evolution of digital marketing in terms of channels, including social media, mobile apps, etc.

Read More
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Jul / 11 / 2022
Author: Frank DudleyFinancial Marketing Institute

7 Marketing Trends for Financial Services in 2022

During most of the first decade of the 21st Century, we have seen the evolution of digital marketing in terms of channels, including social media, mobile apps, etc.

Read More
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Jun / 22 / 2022
Author: Frank DudleyFinancial Marketing Institute

8 Digital Marketing Strategies for Asset & Wealth Management Companies

During most of the first decade of the 21st Century, we have seen the evolution of digital marketing in terms of channels, including social media, mobile apps, etc.

Read More
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