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An overview of digital activity, including drivers of and barriers to your organization's digital transformation efforts.

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Form market insights to industry benchmarks, our assessment tool can help you Transcend your goals!

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Market insights

The financial services sector makes up over 14% of overall spend in online advertising. Financial services companies spend more on online advertising than almost any other industry. Financial services keywords are among the most expensive in Google Ads and Bing Ads and some can cost $50 or more per click. Competition is fierce. Use audience targeting to reach high-intent customers, who are more likely to convert.

97% of financial institutions either currently use or plan to use email marketing in their marketing**.  89% of financial institutions are currently using Facebook to promote their services, followed by Twitter and LinkedIn**

1:51 seconds - the average time spent with financial services content (up 29% from a year before). 40% of traffic for financial companies is coming from mobile devices. Make sure your website provides seamless, frictionless user experience across all devices.

66% of banking consumers and 57% of investment consumers call to make a purchase. The price point at which financial services consumers are most likely to call to make a purchase is $416. The more expensive the purchase, the more likely consumers are to convert over the phone. Use the right tools to track calls from marketing source to conversion. This will help you understand the quality of the calls your marketing sources are driving and allocate spend accordingly.

Your Personalized Assessment

Market insights

US Legal Cannabis market is expected to grow up to $30 billion by 2025 according to Word stream. Cannabis is still illegal at the federal level, the big social media platforms – Facebook, Instagram, Twitter, YouTube, LinkedIn, and Pinterest – all have policies that limit social media marketing and advertising options for cannabis businesses. Traditional marketing channels including print, radio, and TV have placed strict advertising restrictions against CBD, HEMP, and cannabis-related products, too.

As regulations shift by the day, it’s difficult to know what is okay to post and what might get your account banned. For this reason, cannabis brands are typically encouraged not to run paid ads on social media sites.

Hemp-derived CBD products with less than 0.3% THC are legal federally but still illegal under some state laws. Cannabis-derived CBD products, on the other hand, are illegal federally but legal under some state laws. It’s critically important to keep in mind that laws and regulations are not the same in each state & county in which the product is legal.

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Book a strategy session with our Marketing Director!

Book a review with our Marketing Director and get the most out of your assessment!

  • Motivational point 1
  • Another reason you should book with Alla 
  • Book an appointment now 

Questions Your Selections
Sales Model
Average Monthly Visitors
Payment Model
Integrated Marketing
Creative & Messaging
Campaign Management
Media Planning
User Experience
Customer-driven Marketing
Your Tech Ecosystem
Your Current Customer Experience Optimization Initiatives
Your Current Media Initiatives



Learn your organization’s strengths and weaknesses regarding digital transformation, digital capability, and digital knowledge.


Our digital assessment technology will identify and map out the right course to achieve parity and then leadership in industry best practices.


Review how your organization's digital programs perform against your industry peers and and get actionable insights into relevant consumer behaviors and trends.


Looking to get more value out of your marketing solutions?

  • Optimize digital media mix
  • Explore new media platforms
  • Calibrate content strategy
  • Onboard the right platforms & tech solutions



Big or Small

Whether you’re a large enterprise or a small business, CX is no longer simply about product, delivery and service, but about how the customer experiences your marketing



Companies that sell direct-to-consumer or through distributors will benefit from aligning technology and organizing digital programs around customer needs and behaviors


OTP or Subscription

Whether you’re using a one-time payment model or subscription-based payments - learn how to turn digital into an engine of growth

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B2C or B2B

Business-to-consumer or business-to-business, it is important to understand your customers’ motivations and build an experience that suits their needs.

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Solo or Team Marketing

Without the right marketing plan, every initiative looks like an opportunity. Our Digital Assessment will help you to identify and map out short & long-term actions to achieve customer experience leadership.

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Incremental ROI

Companies of all shapes and sizes, looking to drive more value out of their marketing budget can use our digital assessment to diagnose and improve their digital initiatives


Group 24
Step 01

Answer a series of thoroughly crafted questions about your business. This only takes about 2 minutes to complete.

Step 02

Provide your contact information - we take privacy seriously!

Step 03

Download the report. Enjoy insights personalized to your needs - digital excellence rating, industry-specific benchmarks, media mix, content reco and more!


Tara_Manuel Bornia

This new tool is fantastic! The personalized grading and insights were hugely valuable and gave our team a great roadmap for improving our digital presence across all channels.


Neurun_Cade Netscher

Our launch at the Adidas event was a huge success, with over 90% of their registered participants using our app with high frequency and sharing high praise about their experience with our team and their social networks. Now we are in position to do larger projects with clients like Adidas thanks to Transcend Digital who will continue to be our trusted partner going forward."


Fyxt_Ryan Botwinick

Transcend Digital was exactly what we needed for our early stage company and continues go above and beyond for the product and consistently impress me with their thought process and ability to remain lean


HubSpot_Caleb King

Transcend Digital's digital assessment tool is well thought out! It takes a holistic approach to your customer experience, and understands that your technology stack has a direct affect on customer experience. With benchmark data, market insights, and the opportunity to book a strategy session to review the findings, I'd highly encourage any business that is interested in growing and evolving to take the digital assessment and book time to talk about the results!