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The Financial Services Marketing Handbook: "Tactics and Techniques that Produce Results"

Posted on 2010-04-12




Name:The Financial Services Marketing Handbook: "Tactics and Techniques that Produce Results"
ASIN/ISBN:1576601560
Language:English
File size:7.89 Mb
Publish Date: Sep 22, 2004
ISBN: 1576601560
Pages: Pages 283
File Type: PDF
File Size: 7.89 Mb
Other Info: Bloomberg Press; Evelyn Ehlrich, Duke Fanelli
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The Financial Services Marketing Handbook: Tactics and Techniques that Produce Results

Financial professionals realize that today, with money tight and customers skeptical, they need to become much better informed about how to create an image and sell their services. Marketing is an essential component of any financial service--whether one is an independent adviser or is at a large institutional firm--and the challenges and requirements inherent in marketing money are unique, numerous, and onerous. "The Financial Services Marketing Handbook gives financial professionals invaluable information on how to target, win, and retain profitable customers. It provides 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. By citing case studies from companies including Capital One, Schwab, and Vanguard that show what has worked and, more tellingly, what hasn't, it demonstrates how marketers can effectively utilize tools ranging from advertising and public relations to direct mail and the Internet.

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