Financial Literacy in B2B Marketing
According to the 2025 State of B2B Marketing survey, 90% of B2B marketers believe financial literacy helps build a case for investment.
However, only 27% consider the CFO a key relationship, highlighting a need for improvement in this area.
- 79% of B2B marketers think financial literacy will become a critical skill over the next three years.
- 77.8% of marketers in SMEs and 80.7% in large firms agree on the importance of financial literacy by 2028.
Financial fluency will become a critical marketing skill in the next three years, according to 81.8% of CMOs/marketing directors, 82.3% of managers, and 72% of junior marketers.
Key findings include:
- 90.7% of marketers claim financial fluency helps make a stronger case for investment.
- 56.9% say financial knowledge ensures they are seen as business leaders.
Author's summary: Financial literacy is crucial for B2B marketers to secure investment.