The Financial Services Marketing Handbook

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The Financial Services Marketing Handbook

Author : Evelyn Ehrlich
Publisher : John Wiley & Sons
ISBN 13 : 111823636X
Total Pages : 214 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Financial Services Marketing Handbook by : Evelyn Ehrlich

Download or read book The Financial Services Marketing Handbook written by Evelyn Ehrlich and published by John Wiley & Sons. This book was released on 2012-02-08 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Financial Services Marketing

Author : Tina Harrison
Publisher : Financial Times/Prentice Hall
ISBN 13 : 9780273632979
Total Pages : 332 pages
Book Rating : 4.6/5 (329 download)

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Book Synopsis Financial Services Marketing by : Tina Harrison

Download or read book Financial Services Marketing written by Tina Harrison and published by Financial Times/Prentice Hall. This book was released on 2000 with total page 332 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Services Marketing is an ideal introduction to this important sector, clearly demonstrating how marketing theory is applied in practice. Logically structured around the core marketing principles (buyer behaviour, segmentation, product development, distribution, pricing and promotion), the book is exceptionally clear and well written. In addition, topical and innovative approaches to marketing are also covered, including relationship marketing and customer loyalty. Unlike many other texts, the book does not focus exclusively on the retail environment but incorporates technological developments in delivery systems, including telephone and internet banking, and the use of IT in database marketing. Furthermore, it is the first text of its kind to devote a whole chapter to corporate financial services marketing. Critical to any text within this fast-moving environment, the book is also extremely up-to-date covering the latest regulatory developments under the Financial Services Authority and new forms of financial institutions, such as supermarket banks. Financial Services Marketing is for advanced undergraduate and postgraduate courses in financial services marketing, as well as professional courses such as the Chartered Institute of Bankers. It is also valuable to students studying services marketing courses.

Financial Services Marketing

Author : Christine Ennew
Publisher : Routledge
ISBN 13 : 1136403051
Total Pages : 417 pages
Book Rating : 4.1/5 (364 download)

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Book Synopsis Financial Services Marketing by : Christine Ennew

Download or read book Financial Services Marketing written by Christine Ennew and published by Routledge. This book was released on 2007-01-18 with total page 417 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Services Marketing: an international guide to principles and practice contains the ideal balance of marketing theory and practice to appeal to advanced undergraduates and those on professional courses such as the Chartered Institute of Banking. Taking an international and strategic view of an increasingly important and competitive sector, Financial Services Marketing adopts a fresh approach in terms of structure, and is organised around the core marketing activities of marketing for acquisition and marketing for retention. Financial Services Marketing features: * Strong international focus: case studies and vignettes representing Asia-Pacific, Europe and the US. * Comprehensive coverage, focusing on both B2B and B2C marketing. * Expert insights into the latest innovations in the sector, from technological developments, CRM and customer loyalty to issues of social responsibility. Financial Services Marketing will help both the student and the practitioner to develop a firm grounding in the fundamentals of: financial services strategy, customer acquisition, and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.

Financial Services Sales Handbook

Author : Clifton T. Warren
Publisher : Business Expert Press
ISBN 13 : 1631574949
Total Pages : 157 pages
Book Rating : 4.6/5 (315 download)

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Book Synopsis Financial Services Sales Handbook by : Clifton T. Warren

Download or read book Financial Services Sales Handbook written by Clifton T. Warren and published by Business Expert Press. This book was released on 2016-08-11 with total page 157 pages. Available in PDF, EPUB and Kindle. Book excerpt: Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business.

Marketing Financial Services

Author : Hooman Estelami
Publisher : Dog Ear Pub Llc
ISBN 13 : 9781598581898
Total Pages : 342 pages
Book Rating : 4.5/5 (818 download)

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Book Synopsis Marketing Financial Services by : Hooman Estelami

Download or read book Marketing Financial Services written by Hooman Estelami and published by Dog Ear Pub Llc. This book was released on 2007 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book is syncretism at its best . The writing is clear.The flow has the massive feel of logicunfolding"(Arthur Kover, Consulting Director at HCD Research Inc., Management Fellow at YaleUniversity, and former editor of the Journal of Advertising Research)"Estelami combines an excellent knowledge of marketing literature with a deep understanding offinancial services. The combination is a very effective and contemporary book on marketing financialservices."(Russell S. Winer, Deputy Dean and Professor of Marketing at the Stern School ofBusiness, New York University)"Marketing Financial Servicesserves an important need, both for the training of students wishing toenter the field of financial services, as well as for those already in the profession."(Kent B. Monroe, Distinguished Professor of Marketing Emeritus, University of Illinois at Urbana-Champaign andDistinguished Visiting Scholar, University of Richmond)"This book provides the reader with a thorough, in-depth review of the subject matter."(AlisonMunsch, Principal, Insights for Actions Research, LLC)Financial services marketers are faced with challenging issues related to pricing, advertising, and sell-ing their products in the marketplace on a daily basis. These challenges result from the immense com-plexity of financial services, the massive number of regulations influencing the industry, and the rapid-ly evolving face of competition. This book provides a systematic and scientific approach to the prac-tice of marketing financial services. The book approaches the topic from the perspective of the cus-tomer. Research findings related to consumer psychology and human decision making provide thefoundation for a structured approach to understanding how individuals make their financial decisions.Drawing from this analysis, the book establishes successful marketing practices for advertising, dis-tributing, and pricing financial products and services. In addition, the book provides a detailed outlineof regulations affecting marketing practices in the U.S., and discusses tactical and strategic tools usedby financial services companies to penetrate the market. The book has been developed for use byindividual readers eager to gain in-depth training on the topic on their own, and for classroom use byinstructors in business schools at the MBA, undergraduate, a

Marketing and Mobile Financial Services

Author : Aijaz A. Shaikh
Publisher : Routledge
ISBN 13 : 1351174444
Total Pages : 286 pages
Book Rating : 4.3/5 (511 download)

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Book Synopsis Marketing and Mobile Financial Services by : Aijaz A. Shaikh

Download or read book Marketing and Mobile Financial Services written by Aijaz A. Shaikh and published by Routledge. This book was released on 2018-12-21 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mobile financial services (MFS) are of major interest and importance to both researchers and practitioners. The role played by nonbanking actors including telecoms and FinTech firms as well as other participants, such as PayPal and Amazon, in developing and deploying innovative financial and payment services is undeniable. Peer2peer (P2P) payments from nonbank services are becoming increasingly commonplace and will shortly be codified by EC (EU?) regulations requiring banks to provide access to consumer data for third-party app developers and service providers. Three major mobile financial systems—mobile banking, mobile payments, and branchless banking—currently dominate the electronic retail banking sector. Although interconnected and interrelated, their business models, regulatory frameworks, and target markets are distinct. This book provides a unified perspective on MFS and discusses its evolution, growth, and future, as well as identifying the frameworks, stakeholders, and technologies used in financial information systems in general and MFS in particular. Academics and researchers in digital and financial marketing will find this book an invaluable resource, as will bank executives, regulators, policy makers, FinTech professionals, and anyone interested in how mobile technology, social media and financial services will increasingly intersect.

No Small Change

Author : Anthony Thomson
Publisher : John Wiley & Sons
ISBN 13 : 1119378036
Total Pages : 325 pages
Book Rating : 4.1/5 (193 download)

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Book Synopsis No Small Change by : Anthony Thomson

Download or read book No Small Change written by Anthony Thomson and published by John Wiley & Sons. This book was released on 2018-08-27 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt: A 13-point manifesto for a new financial services marketing model Anthony Thomson knows a thing or two about new and disruptive financial services, having co-founded and chaired first the ground-breaking Metro Bank and then the purely digital, app-based Atom Bank. And as a financial services marketing specialist for over 30 years, Lucian Camp has helped develop more new and innovative financial services propositions than anyone. Now they’ve put their heads together to write No Small Change, a passionate, opinionated and practical manifesto arguing that the fast-changing financial services world urgently needs to rethink the whole of its approach to marketing. Most of all, they propose that an increasingly digital, fintech-driven industry needs not just more marketing, but also better marketing to make sure it’s successfully identifying consumers’ real needs, and finding powerful and successful ways to engage with them. After detailing the forces of change that demand a new approach, the book then examines in 13 chapters what the key components of that new approach should look like. It takes a broad and multi-faceted perspective, exploring areas as diverse as the crisis of consumer trust, the ever-growing power of Big Data, the importance of leadership and corporate culture and the rapid advance in thinking based on Behavioural Economics. In developing these themes, the authors don’t pull their punches. The book is fiercely critical of some of the industry’s long-established marketing habits, providing compelling reasons why it’s time to abandon the practices that have given it a bad name. Marketers will applaud, but the book is also intended for a broader audience. Thomson and Camp challenge senior management in financial firms to appreciate the real value that marketers can bring to shaping the business agenda at the highest level, and not just to label marketing with that tired old phrase “the colouring-in department.” Rich in anecdotes, comments from leading industry figures, personal experiences on the part of both authors and findings from original research, No Small Change is an entertaining and rewarding read – and, at this point in the development of financial services, a timely and important one.

Handbook of Research on Decision-Making Techniques in Financial Marketing

Author : Dinçer, Hasan
Publisher : IGI Global
ISBN 13 : 1799825604
Total Pages : 646 pages
Book Rating : 4.7/5 (998 download)

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Book Synopsis Handbook of Research on Decision-Making Techniques in Financial Marketing by : Dinçer, Hasan

Download or read book Handbook of Research on Decision-Making Techniques in Financial Marketing written by Dinçer, Hasan and published by IGI Global. This book was released on 2019-12-27 with total page 646 pages. Available in PDF, EPUB and Kindle. Book excerpt: Consumer needs and demands are constantly changing. Because of this, marketing science and finance have their own concepts and theoretical backgrounds for evaluating consumer-related challenges. However, examining the function of finance with a marketing discipline can help to better understand internal management processes and compete in today’s market. The Handbook of Research on Decision-Making Techniques in Financial Marketing is a collection of innovative research that integrates financial and marketing functions to make better sense of the workplace environment and business-related challenges. Different financial challenges are taken into consideration while many of them are based on marketing theories such as agency theory, product life cycle, and optimal consumer experience. While highlighting topics including behavioral financing, corporate ethics, and Islamic banking, this book is ideally designed for financiers, marketers, financial analysts, marketing strategists, researchers, policymakers, government officials, academicians, students, and industry professionals.

Financial Services Marketing

Author : Christine Ennew
Publisher : Routledge
ISBN 13 : 1134076029
Total Pages : 464 pages
Book Rating : 4.1/5 (34 download)

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Book Synopsis Financial Services Marketing by : Christine Ennew

Download or read book Financial Services Marketing written by Christine Ennew and published by Routledge. This book was released on 2013-07-18 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition balances the theoretical and the practical for advanced undergraduates, those specialising in financial services at postgraduate level, individuals undertaking professional courses such as those offered by the IFS School of Finance, and employees working within the financial services sector. Ennew & Waite draw from global business cases in both B2B and B2C marketing, taking a unique approach in terms of structure by splitting discussion between marketing for acquisition and marketing for retention. This fully updated and revised second edition features: A revised approach to the industry in the light of the global financial crisis, including ethical considerations, consumer confidence issues, and new approaches to regulation New sections on e-commerce and its impact on customer relationships New case studies and vignettes A new companion website to support teaching, including PowerPoint slides, test bank questions, additional cases and cameo video mini-lectures. Financial Services Marketing 2e will help the student and the practitioner to develop a firm grounding in the fundamentals of financial services strategy, customer acquisition and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.

Marketing Financial Services

Author : Mike Wright
Publisher : Routledge
ISBN 13 : 1136380221
Total Pages : 420 pages
Book Rating : 4.1/5 (363 download)

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Book Synopsis Marketing Financial Services by : Mike Wright

Download or read book Marketing Financial Services written by Mike Wright and published by Routledge. This book was released on 2010-02-17 with total page 420 pages. Available in PDF, EPUB and Kindle. Book excerpt: Within a practical business context of the changing, competitive climate, this book details the implications for marketing strategy. New chapters cover topics such as credit cards and customer care, while several relevant case studies have also been added. Combining analysis of principles, concepts and techniques with sound practical advice, 'Marketing Financial Services' is ideal for students on degree and postgraduate courses, including Chartered Institute of Bankers. There is also a tutor resource pack to accompany the case studies in this textbook.

The Routledge Companion to Financial Services Marketing

Author : Tina Harrison
Publisher : Routledge
ISBN 13 : 1134095627
Total Pages : 897 pages
Book Rating : 4.1/5 (34 download)

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Book Synopsis The Routledge Companion to Financial Services Marketing by : Tina Harrison

Download or read book The Routledge Companion to Financial Services Marketing written by Tina Harrison and published by Routledge. This book was released on 2014-12-05 with total page 897 pages. Available in PDF, EPUB and Kindle. Book excerpt: Interest in Financial Services Marketing has grown hugely over the last few decades, particularly since the financial crisis, which scarred the industry and its relationship with customers. It reflects the importance of the financial services industry to the economies of every nation and the realisation that the consumption and marketing of financial services differs from that of tangible goods and indeed many other intangible services. This book is therefore a timely and much needed comprehensive compendium that reflects the development and maturation of the research domain, and pulls together, in a single volume, the current state of thinking and debate. The events associated with the financial crisis have highlighted that there is a need for banks and other financial institutions to understand how to rebuild trust and confidence, improve relationships and derive value from the marketing process. Edited by an international team of experts, this book will provide the latest thinking on how to manage such challenges and will be vital reading for students and lecturers in financial services marketing, policy makers and practitioners.

Marketing Techniques for Financial Inclusion and Development

Author : Jain, Dhiraj
Publisher : IGI Global
ISBN 13 : 1522540369
Total Pages : 331 pages
Book Rating : 4.5/5 (225 download)

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Book Synopsis Marketing Techniques for Financial Inclusion and Development by : Jain, Dhiraj

Download or read book Marketing Techniques for Financial Inclusion and Development written by Jain, Dhiraj and published by IGI Global. This book was released on 2018-06-01 with total page 331 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial inclusion has been one of the most propagated ideologies in countries, and as a result, significant efforts have been taken to nurture institutions and systems to include an array of socio-economic classes. Various financial institutions and societies have taken steps toward financial inclusion, but to be successful, they need to understand how to accurately target and market their potential customers as well as the new avenues for development. Marketing Techniques for Financial Inclusion and Development is a critical scholarly resource on the marketing techniques adopted by various financial institutions and societies for promoting financial inclusion initiatives for the development of the society at large. Featuring coverage on a broad range of topics such as consumer awareness, financial literacy, and micro-enterprises, this book is geared towards managers, investors, brokers, researchers, and all others within the banking industry.

The Professional's Guide to Financial Services Marketing

Author : Jay Nagdeman
Publisher : John Wiley & Sons
ISBN 13 : 0470410795
Total Pages : 288 pages
Book Rating : 4.4/5 (74 download)

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Book Synopsis The Professional's Guide to Financial Services Marketing by : Jay Nagdeman

Download or read book The Professional's Guide to Financial Services Marketing written by Jay Nagdeman and published by John Wiley & Sons. This book was released on 2009-04-27 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Professional's Guide to Financial Services Marketing is directed to any financial services professional–from individual representatives to executives of large financial services companies–who is looking for better ways to create the relevant marketplace differentiation and competitive advantage needed to increase productivity and profitability. The purpose of this book is not to provide a how-to manual, but rather to offer practical information, examples, and thought-provoking tips that provide ideas and insights that will enable financial services professionals to improve their own marketing approaches and achieve ambitious marketing goals. With examples drawn from basic marketing approaches and successful consumer marketing, this book provides a fresh perspective on a variety of marketing issues that can make a significant difference to corporate success.

The Financial Services Marketing Handbook

Author : Evelyn Ehrlich
Publisher : John Wiley & Sons
ISBN 13 : 1118065719
Total Pages : 214 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Financial Services Marketing Handbook by : Evelyn Ehrlich

Download or read book The Financial Services Marketing Handbook written by Evelyn Ehrlich and published by John Wiley & Sons. This book was released on 2012-04-03 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Marketing and Finance

Author : Malcolm McDonald
Publisher : John Wiley & Sons
ISBN 13 : 1118748891
Total Pages : 283 pages
Book Rating : 4.1/5 (187 download)

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Book Synopsis Marketing and Finance by : Malcolm McDonald

Download or read book Marketing and Finance written by Malcolm McDonald and published by John Wiley & Sons. This book was released on 2013-08-06 with total page 283 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written for marketing and finance directors, CEOs, and strategists, as well as MBA students, this practical book explains the principles and practice behind rigorous due diligence in marketing. It connects marketing plans and investment to the valuation of the firm and how it can contribute to increasing stakeholder value. Completely revised and updated throughout, the Second Edition features new case examples as well as a completely new first chapter containing the results of new research into risk and marketing strategies amongst Finance Directors and Chief Marketing Officers.

Price Management in Financial Services

Author : Georg Wuebker
Publisher : Gower Publishing, Ltd.
ISBN 13 : 9780566088216
Total Pages : 224 pages
Book Rating : 4.0/5 (882 download)

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Book Synopsis Price Management in Financial Services by : Georg Wuebker

Download or read book Price Management in Financial Services written by Georg Wuebker and published by Gower Publishing, Ltd.. This book was released on 2008 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Price Management in Financial Services shows how to incorporate the modern techniques of value based pricing in both product design and pricing. You are given an overview of basic pricing techniques and introduced to strategic pricing issues such as: strategic market segmentation, product bundling, multi-channel pricing and non linear pricing. As exemplified by a large number of Simon-Kucher & Partners' international case studies, the book illustrates how such professional pricing techniques hold the key to enormous profit potential.

Marketing Financial Services

Author : Jillian Farquhar
Publisher : Bloomsbury Publishing
ISBN 13 : 1349924016
Total Pages : 350 pages
Book Rating : 4.3/5 (499 download)

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Book Synopsis Marketing Financial Services by : Jillian Farquhar

Download or read book Marketing Financial Services written by Jillian Farquhar and published by Bloomsbury Publishing. This book was released on 2017-09-16 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Marketing Financial Services recognises that the major function of the financial services marketer is decision making. It focuses on the major types of decisions – and problems - facing marketing executives. Strategies to win and retain B2B and B2C customers are discussed in the context of many financial services sectors, including banks, insurance companies, investment trusts and stock exchanges. This second edition has been thoroughly updated to reflect changes in the industry and the availability of new technologies. The text has been made more accessible and includes gripping case studies to demonstrate the realities of financial services marketing in an unstable and competitive environment. Key features: - Logical structure and improved pedagogy, including new vignettes and detailed case studies - An experienced and established author team gives expert advice - International coverage shows you the big picture - Companion Website, offering PowerPoint slides, revision questions and answers to case study exercises, and long case studies with notes and exercises