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Book Cover
E-book
Author Ehrlich, Evelyn, 1950-

Title The financial services marketing handbook : tactics and techniques that produce results / Evelyn Ehrlich and Duke Fanelli
Edition 2nd ed
Published Hoboken, N.J. : Bloomberg Press, ©2012
Online access available from:
Wiley Online Books    View Resource Record  

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Description 1 online resource
Series Bloomberg financial series
Bloomberg financial series.
Contents The Financial Services Marketing Handbook: Tactics and Techniques That Produce Results; Contents; Preface; Acknowledgments; Introduction: The Unique Challenges of Marketing Financial Services; Products or Services?; Psychology of Money; Third-Party Relationships; How End Users Select a Financial Services Provider; Legal and Regulatory Constraints; Section One: Strategic Market Planning; Chapter 1: Segmentation; The End of Undifferentiated Markets; Methods of Segmentation; Finding Your Target Segments; Chapter 2: Positioning and Branding; Positioning Strategy and Differentiation
Creating a Distinctive Brand IdentityChapter 3: The Market Plan; Researching Your Plan; The Elements of the Plan; Section Two: Marketing Tactics; Chapter 4: Advertising; Media Selection; The Role of Your Ad Agency; Creating Effective Creative; Measuring Advertising Effectiveness; Chapter 5: Public Relations; Third-Party Endorsement; The Tools of Public Relations; Media Relations; Public Relations for Every Budget; Measurement; Chapter 6: Sponsorship and Event Marketing; What Is the Value of Sponsorships?; Cause Marketing; Activating a Sponsorship Program
Measuring the Effectiveness of SponsorshipChapter 7: Interactive Marketing; Techniques and Goals of Direct Methods; E-mail Marketing Considerations; Improving Response Rates; Mobile Marketing; Chapter 8: Social Media Marketing; Social Media Concerns; Effective Social Media Engagement; Social Networks as Marketing Channels; Chapter 9: Personal Selling; Traditional Relationships between Sales and Marketing; Bottom-Up Marketing; Changes in the Sales Distribution Model; Marketing Support Across the Sales Cycle; Chapter 10: Trade Shows and Seminars; Trade Shows; Seminars
Chapter 11: Relationship MarketingWhy Customer Retention Matters; Methods of Relationship Building; Loyalty Programs; Conclusion; Appendix: Applying Marketing Principles to Sales Practice; Building Your Plan; Practice Examples; About the Authors; Index
Summary "The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity--without straining budgets. The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals the information they need to stretch more value from each marketing dollar. The Second Edition includes updated case studies and charts. This new edition looks at important topics in the industry such as: Real time monitoring of conversations (e.g., Twitter and Facebook) and the impact on branding and positioning; New info on landing pages, e-mail success factors; Behavioral economics to psychology of money and budgeting"-- Provided by publisher
Notes Series data from the jacket
Bibliography Includes bibliographical references and index
Notes Print version record
Subject Financial services industry -- United States -- Marketing
Financial planners -- Marketing.
Customer relations.
Financial services industry -- Computer network resources
Customer relations.
Financial planners -- Marketing.
Financial services industry -- Computer network resources.
Financial services industry -- Marketing.
United States.
Form Electronic book
Author Fanelli, Duke, 1954-
ISBN 1118222407
9781118222409
9781118236369
111823636X
9781118531716
111853171X
9786613652324
6613652326