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Author Ehrlich, Evelyn, 1950-

Title The financial services marketing handbook : tactics and techniques that produce results / Evelyn Ehrlich and Duke Fanelli. [O'Reilly electronic resource]

Edition 2nd ed.
Imprint Hoboken, N.J. : Bloomberg Press, ©2012.
QR Code
Description 1 online resource
Physical Medium polychrome. rdacc http://rdaregistry.info/termList/RDAColourContent/1003
Description text file rdaft http://rdaregistry.info/termList/fileType/1002
Series Bloomberg financial series
Bloomberg financial series.
Note Series data from the jacket.
Bibliography Includes bibliographical references and 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
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
Subject Financial services industry -- United States -- Marketing.
Financial planners -- Marketing.
Customer relations.
Financial services industry -- Computer network resources.
Planification financière personnelle -- Marketing.
Customer relations
Financial planners -- Marketing
Financial services industry -- Computer network resources
Financial services industry -- Marketing
United States
Added Author Fanelli, Duke, 1954-
Other Form: Print version: 9781118065716 1118065719 (DLC) 2011041422
ISBN 1118222407 (electronic bk.)
9781118222409 (electronic bk.)
9781118236369 (electronic bk.)
111823636X (electronic bk.)
9781118531716 (electronic bk.)
111853171X (electronic bk.)
9786613652324
6613652326
(cloth)
Standard No. ebc817986
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