Financial Literacy in B2B Marketing
A recent survey, the 2025 State of B2B Marketing, highlights the importance of financial literacy for B2B marketers to secure investment.
According to the survey, 90% of B2B marketers believe that financial literacy helps build a stronger case for investment, while 56.9% say it ensures they are seen as business leaders.
- 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 that financial literacy will emerge as a key skill by 2028.
- 81.8% of CMOs/marketing directors, 82.3% of managers, and 72% of junior marketers believe financial fluency will become a critical marketing skill in the next three years.
Financial literacy is critical to secure investment and build a stronger case for investment.
However, only 27% of B2B marketers describe the CFO as a key relationship, highlighting a gap in collaboration between marketing and finance teams.
Author's summary: Financial literacy is key to securing investment in B2B marketing.