Benchmarks to blueprint: How financial services marketers can elevate marketing execution

Can modern marketing thrive under tighter budgets and higher expectations?

In a time of budget scrutiny and operational strain, marketing leaders are facing a new challenge: deliver more measurable results with fewer resources. In financial services and beyond, marketing spend is declining as a percent of revenue—yet digital performance channels are still growing. The message is clear: every dollar must count, and every tactic must be accountable.

This whitepaper explores how high-performing marketing teams are shifting from reactive cost-cutting to proactive performance building—using data, automation, and strategic alignment to drive real results.

In this paper we cover:

• Why spend is shifting, not disappearing: Understand how high-performing marketing teams reallocate budgets toward measurable, digital channels.
• A blueprint for better execution: Practical steps to close the gap between strategy and delivery.
• The role of AI and automation: How elite teams gain speed and scale without sacrificing control.
• Real-world results: See how one team saved millions by rethinking how work gets done—from reducing ad hoc demand to fixing creative resource strain.

Access the paper to rethink how your marketing engine performs under pressure.