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These (hopefully) lighter summer days are a great time to look at the foundational tools that your marketing teams rely on, to evaluate if they are delivering the most return on investment.
White Marble Consulting’s US Trends team devoted this quarter’s edition to researching interesting updates from common MarTech tools used by our client base of asset and wealth managers. AI-powered features are a common thread.
With this research, we’ve put together a guide that can help investment marketers determine what new features may make sense for their firm to test.
Tools covered:
- Salesforce
- Adobe
- HubSpot
- Marketo
- Beacon
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