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1、The State of Cross-Channel MarketingShifting Mindsets:Financial Services Edition 2025 ReportIntroduction03Who We Surveyed04Table of ContentsRevenue Growth06Marketing Channels07Business Objectives 09AI11UsageStrategyPersonalizationCross-Channel SuccessTop Challenges16Best Practices18 Closing Thoughts

2、23How MoEngage and Its Partners Can Help25Financial services marketing is at a breaking point.Technology is evolving faster than most brands can keep up,and consumer expectations are shifting just as quickly.Yet,many BFSI(Banking,Financial Services,and Insurance)marketers are still relying on outdat

3、ed,siloed strategies despite the clear demand for seamless,cross-channel engagement.A deep dive into the marketing landscape of 2025 reveals stark realities:new trends are reshaping customer behavior,preferred channels are evolving,and the challenges of personalization,data privacy,and omnichannel c

4、onsistency are more pressing than ever.This report analyzes fndings from a survey of 153 BFSI professionals and compares them to insights from 847 B2C marketers across multiple industries.The data reveals how BFSI marketing strategies have evolved year over year(2024 vs.2025)and how they compare to

5、the broader market in 2025.Alongside this,the report features insights and BFSI best practices from experts at Treasure Data,a customer data platform(CDP),and Artefact,a global data and AI consulting company.Key points covered include the enduring relevance of email,the growing use of mobile apps,in

6、dustry emphasis on real-time communication,and challenges around cross-channel marketing and personalization.Introduction03THE STATE OF CROSS-CHANNEL MARKETING 2O25:FINANCIAL SERVICES EDITION03THE STATE OF CROSS-CHANNEL MARKETING 2O25:FINANCIAL SERVICES EDITIONMARKETING ROLES SURVEYEDRoles and Compa