Marketing and Selling Retail Financial Products Research Report PDF Download
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Author: Trans Data Corporation
Publisher:
ISBN:
Category :
Languages : en
Pages : 18
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Book Description
Author: Trans Data Corporation
Publisher:
ISBN:
Category :
Languages : en
Pages : 18
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Book Description
Author: United States. Department of Agriculture
Publisher:
ISBN:
Category : Marketing research
Languages : en
Pages : 762
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Book Description
Author:
Publisher:
ISBN:
Category : Marketing research
Languages : en
Pages : 1064
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Book Description
Author: James Suter
Publisher:
ISBN: 9789294780973
Category :
Languages : en
Pages :
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Book Description
The objectives of the project were to (i) illustrate the landscape of retail financial services providers using digital means to market and sell their products to EU consumers; (ii) map the commercial practices used by these providers online at the advertising and pre-contractual stages and assess these practices from the perspective of consumers; (iii) assess, via behavioural experiments, the impacts of these practices and corresponding remedies on consumers' decision-making and understanding of products and test the drivers behind these impacts; and (iv) make evidence-based conclusions and policy recommendations. The preparatory phase involved a literature review, online desk research, semi-structured interviews with stakeholders, focus groups and a legal assessment of identified commercial practices. Behavioural experiments were then conducted, in conjunction with a consumer survey, to understand consumers' perceptions of the commercial practices and to test the impacts of the practices and corresponding remedies on consumer decision-making and understanding. The results show, for example, the impacts of digitalisation on the sector, the importance of providing information upfront in a clear, comparable and balanced way and adapting information to the user's device, the effects of a faster/slower purchasing process, and that some identified practices may be legally problematic. Based on these results the study proposes a range of policy options.
Author:
Publisher:
ISBN:
Category : Marketing
Languages : en
Pages : 702
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Book Description
Author: Evelyn Ehrlich
Publisher: John Wiley & Sons
ISBN: 111823636X
Category : Business & Economics
Languages : en
Pages : 214
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Book Description
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.
Author: United States. Farmer Cooperative Service
Publisher:
ISBN:
Category : Agriculture, Cooperative
Languages : en
Pages : 64
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Book Description
Author:
Publisher:
ISBN:
Category : Banks and banking
Languages : en
Pages : 36
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Book Description
Author:
Publisher:
ISBN:
Category : Marketing
Languages : en
Pages : 550
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Book Description
Author: Aijaz A. Shaikh
Publisher: Routledge
ISBN: 1351174444
Category : Business & Economics
Languages : en
Pages : 286
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Book Description
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.
