The Financial Services Marketing Handbook

The Financial Services Marketing Handbook

Tactics and Techniques That Produce Results

eBook - 2012
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The roadmap to success for financial professionals usingreal-world examples, practical how-to's, and a structured approachto marketing strategy and tactics that covers the basics forbeginners and inspires new ideas for marketing pros

The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools andbest practices they need both to improve their job performance andtheir retail and institutional marketing strategies. The FSMHandbook guides marketing and sales professionals working in anindustry characterized by cut-throat competition, client mistrust,transformative technologies, and ever-changing regulation, tounderstand the practical steps they must take to turn these threatsinto opportunities.

Providing invaluable information on how to target, win, andretain profitable customers, the book presents an overview of thebasic marketing functions--segmentation, positioning, brandbuilding, situational analyses, and tactical planning--as theyrelate specifically to the financial services industry. Withup-to-date case studies, showing what has worked and, moretellingly, what hasn't, the book demonstrates how to effectivelyutilize the marketer's toolbox--from advertising and publicrelations to social media and mobile marketing.

Discusses how social media (Twitter, Facebook, blogs, reviewsites) impact branding and sales Packed with new information on landing pages, email successfactors, and smartphone apps Demonstrates how behavioral economics affect marketingstrategy Case studies and charts are fully revised and updated

The financial industry is under intense pressure to improveprofits, retain high-value clients, and maintain brand equitywithout straining budgets. The first edition has become anindustry-standard reference book and The Financial ServicesMarketing Handbook, Second Edition gives sales and marketingprofessionals even more of the information they need to stretchvalue from each marketing dollar.

Publisher: Hoboken, NJ : Bloomberg Press, [2012]
Edition: 2nd ed.
Copyright Date: ©2012
ISBN: 9781118065716
Characteristics: 1 online resource (xi, 196 pages)
Additional Contributors: Fanelli, Duke 1954-
ebrary, Inc


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