Financial Services Content Marketing

  financial services content marketing: Marketing Financial Services Hooman Estelami, 2007 This book is syncretism at its best . The writing is clear.The flow has the massive feel of logicunfolding(Arthur Kover, Consulting Director at HCD Research Inc., Management Fellow at YaleUniversity, and former editor of the Journal of Advertising Research)Estelami combines an excellent knowledge of marketing literature with a deep understanding offinancial services. The combination is a very effective and contemporary book on marketing financialservices.(Russell S. Winer, Deputy Dean and Professor of Marketing at the Stern School ofBusiness, New York University)Marketing Financial Servicesserves an important need, both for the training of students wishing toenter the field of financial services, as well as for those already in the profession.(Kent B. Monroe, Distinguished Professor of Marketing Emeritus, University of Illinois at Urbana-Champaign andDistinguished Visiting Scholar, University of Richmond)This book provides the reader with a thorough, in-depth review of the subject matter.(AlisonMunsch, Principal, Insights for Actions Research, LLC)Financial services marketers are faced with challenging issues related to pricing, advertising, and sell-ing their products in the marketplace on a daily basis. These challenges result from the immense com-plexity of financial services, the massive number of regulations influencing the industry, and the rapid-ly evolving face of competition. This book provides a systematic and scientific approach to the prac-tice of marketing financial services. The book approaches the topic from the perspective of the cus-tomer. Research findings related to consumer psychology and human decision making provide thefoundation for a structured approach to understanding how individuals make their financial decisions.Drawing from this analysis, the book establishes successful marketing practices for advertising, dis-tributing, and pricing financial products and services. In addition, the book provides a detailed outlineof regulations affecting marketing practices in the U.S., and discusses tactical and strategic tools usedby financial services companies to penetrate the market. The book has been developed for use byindividual readers eager to gain in-depth training on the topic on their own, and for classroom use byinstructors in business schools at the MBA, undergraduate, a
  financial services content marketing: Marketing and Mobile Financial Services Aijaz A. Shaikh, Heikki Karjaluoto, 2018-12-21 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.
  financial services content marketing: Financial Services Marketing Christine Ennew, Nigel Waite, 2007-01-18 Financial Services Marketing: an international guide to principles and practice contains the ideal balance of marketing theory and practice to appeal to advanced undergraduates and those on professional courses such as the Chartered Institute of Banking. Taking an international and strategic view of an increasingly important and competitive sector, Financial Services Marketing adopts a fresh approach in terms of structure, and is organised around the core marketing activities of marketing for acquisition and marketing for retention. Financial Services Marketing features: * Strong international focus: case studies and vignettes representing Asia-Pacific, Europe and the US. * Comprehensive coverage, focusing on both B2B and B2C marketing. * Expert insights into the latest innovations in the sector, from technological developments, CRM and customer loyalty to issues of social responsibility. Financial Services Marketing will help both the student and the practitioner to develop a firm grounding in the fundamentals of: financial services strategy, customer acquisition, and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.
  financial services content marketing: The Financial Services Marketing Handbook Evelyn Ehrlich, Duke Fanelli, 2012-02-08 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.
  financial services content marketing: Marketing for Bankers Mary A. Pezzullo, 1988 This third edition offers you an opportunity to master the details of the marketing process. MARKETING FOR BANKERS defines what marketing is & why your understanding of this concept is essential in today's competitive economic environment. Chapters are devoted to The Development of a Situation Analysis, Objective Setting & Strategy Formulation, Consumer & Organizational Buying Behavior, Target Market Selection & Position Strategies, & Promotion Strategy: Advertising & Sales Promotion, among many other topics.
  financial services content marketing: The Marketing Guide For Financial Advisors Claire Akin, 2019-11-06 The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.
  financial services content marketing: Content Inc.: How Entrepreneurs Use Content to Build Massive Audiences and Create Radically Successful Businesses Joe Pulizzi, 2015-09-04 “Instead of throwing money away and sucking up to A-listers, now there is a better way to promote your business. It’s called content marketing, and this book is a great way to master this new technique.” -Guy Kawasaki, Chief evangelist of Canva and author of The Art of the Start 2.0 How do you take the maximum amount of risk out of starting a business? Joe Pulizzi shows us. Fascinate your audience, then turn them into loyal fans. Content Inc. shows you how. Use it as your roadmap to startup success.” -Sally Hogshead, New York Times and Wall Street Journal bestselling author, How the World Sees You If you're serious about turning content into a business, this is the most detailed, honest, and useful book ever written. -Jay Baer, New York Times bestselling author of Youtility The approach to business taught all over the world is to create a product and then spend a bunch of money to market and sell it. Joe outlines a radically new way to succeed in business: Develop your audience first by creating content that draws people in and then watch your business sell themselves! -David Meerman Scott bestselling author of ten books including The New Rules of Sales and Service The digital age has fundamentally reshaped the cost curve for entrepreneurs. Joe describes the formula for developing a purpose-driven business that connects with an engaged and loyal audience around content. With brand, voice and audience, building and monetizing a business is easy. -Julie Fleischer, Sr. Director, Data + Content + Media, Kraft Foods What if you launched a business with nothing to sell, and instead focused first on serving the needs of an audience, trusting that the 'selling' part would come later? Crazy? Or crazy-brilliant? I'd say the latter. Because in today's world, you should serve before selling. -Ann Handley, author of the Wall Street Journal bestseller Everybody Writes and Content Rules Today, anyone, anywhere with a passion and a focus on a content niche can build a multi-million dollar platform and business. I did it and so can you. Just follow Joe's plan and hisContent Inc. model. -John Lee Dumas, Founder, EntrepreneurOnFire The Internet doesn't need more content. It needs amazing content. Content Inc is the business blueprint on how to achieve that. If you're in business and are tired of hearing about the need for content marketing, but want the how and the proof, Content Inc is your blueprint. -Scott Stratten, bestselling author and President of UnMarketing Inc. Content marketing is by far the best marketing strategy for every company and Joe is by far the best guru on the topic. I wish this book was available when we started our content marketing initiative. It would have saved us a huge amount of time and effort! -Scott Maxwell, Managing Partner/Founder OpenView Venture Partners
  financial services content marketing: Financial Services Marketing Christine Ennew, Nigel Waite, Roisin Waite, 2013-07-18 This new edition balances the theoretical and the practical for advanced undergraduates, those specialising in financial services at postgraduate level, individuals undertaking professional courses such as those offered by the IFS School of Finance, and employees working within the financial services sector. Ennew & Waite draw from global business cases in both B2B and B2C marketing, taking a unique approach in terms of structure by splitting discussion between marketing for acquisition and marketing for retention. This fully updated and revised second edition features: A revised approach to the industry in the light of the global financial crisis, including ethical considerations, consumer confidence issues, and new approaches to regulation New sections on e-commerce and its impact on customer relationships New case studies and vignettes A new companion website to support teaching, including PowerPoint slides, test bank questions, additional cases and cameo video mini-lectures. Financial Services Marketing 2e will help the student and the practitioner to develop a firm grounding in the fundamentals of financial services strategy, customer acquisition and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.
  financial services content marketing: Marketing Techniques for Financial Inclusion and Development Jain, Dhiraj, Sharma, Adya, 2018-06-01 Financial inclusion has been one of the most propagated ideologies in countries, and as a result, significant efforts have been taken to nurture institutions and systems to include an array of socio-economic classes. Various financial institutions and societies have taken steps toward financial inclusion, but to be successful, they need to understand how to accurately target and market their potential customers as well as the new avenues for development. Marketing Techniques for Financial Inclusion and Development is a critical scholarly resource on the marketing techniques adopted by various financial institutions and societies for promoting financial inclusion initiatives for the development of the society at large. Featuring coverage on a broad range of topics such as consumer awareness, financial literacy, and micro-enterprises, this book is geared towards managers, investors, brokers, researchers, and all others within the banking industry.
  financial services content marketing: Longstreet Highroad Guide to the Vermont Mountains Rick Strimbeck, Nancy Bazilchuk, 1999-04-25 The indispensable guide to the best the Vermont mountains have to offer.
  financial services content marketing: Marketing Financial Services Mike Wright, Trevor Watkins, 2010-02-17 Within a practical business context of the changing, competitive climate, this book details the implications for marketing strategy. New chapters cover topics such as credit cards and customer care, while several relevant case studies have also been added. Combining analysis of principles, concepts and techniques with sound practical advice, 'Marketing Financial Services' is ideal for students on degree and postgraduate courses, including Chartered Institute of Bankers. There is also a tutor resource pack to accompany the case studies in this textbook.
  financial services content marketing: The Routledge Companion to Financial Services Marketing Tina Harrison, Hooman Estelami, 2014-12-05 Interest in Financial Services Marketing has grown hugely over the last few decades, particularly since the financial crisis, which scarred the industry and its relationship with customers. It reflects the importance of the financial services industry to the economies of every nation and the realisation that the consumption and marketing of financial services differs from that of tangible goods and indeed many other intangible services. This book is therefore a timely and much needed comprehensive compendium that reflects the development and maturation of the research domain, and pulls together, in a single volume, the current state of thinking and debate. The events associated with the financial crisis have highlighted that there is a need for banks and other financial institutions to understand how to rebuild trust and confidence, improve relationships and derive value from the marketing process. Edited by an international team of experts, this book will provide the latest thinking on how to manage such challenges and will be vital reading for students and lecturers in financial services marketing, policy makers and practitioners.
  financial services content marketing: Cases in Marketing Financial Services Christine Ennew, Trevor Watkins, Mike Wright, 2014-05-15 Cases in Marketing Financial Services presents several cases from different countries relating to the marketing of financial service. The book tackles both strategic and tactical marketing issues, and then covers a wide range of institutions and markets. The text will be of great use to professionals in the financial service industry.
  financial services content marketing: Managing Content Marketing: The Real-World Guide for Creating Passionate Subscribers to Your Brand Robert Rose, Joe Pulizzi, 2011-08-01 Perhaps no function in the business organization has been as fundamentally revolutionized as marketing. The social and mobile Web has completely changed the speed, efficiency, and ease with which consumers can engage with each other and has had a tremendous impact on brands. This new engagement of the consumer with keen awareness of their relationships and emerging social networks now correlates to every single aspect of our business. So, yes, marketing has changed. The question is what are we going to do about it?Content and Subscription: The New Marketing OpportunityAs growth of the social and mobile Web changes the methods of communication, the old lines of hierarchical relationships between business and consumer blur substantially. As consumers publish and share their opinions (both good and bad) with increasing ease, they can become more persuasive than even the company's voice itself. Every one of these groups becomes a powerful ally or enemy depending on what we do. All of them will be constantly in flux developing levels of trust and requiring varying levels of transparency to filter content and determine buying decisions. They will expand and collapse with great velocity, and it will all happen with or without our participation.Content marketing has been around for hundreds of years. But the application of a specific strategic process around content marketing is still new. The amount of budget that is allotted for new content creation is going to become a significant part of your new media budget. And subject matter experts in the organization are going to have new responsibilities. It's a transformative new process and it won't happen overnight. But it can, and should, happen. Get Content Get Customers showed us the light but there's been no book to show us the way. There is an ancient Chinese proverb that says a crisis is simply an opportunity riding the dangerous wind. As marketers we now have the opportunity to develop new processes with our marketing strategy, power them with content, and ultimately keep that wind at our back.Successful programs will focus on creating a thoughtful strategy and process to foster this content marketing. This book is a detailed how-to to build that successful content marketing process.
  financial services content marketing: Visual Content Marketing Stephen Gamble, 2016-04-18 Your ticket to generating better results through infographics Visual Content Marketing is a more than just a guide to infographics. Written for business people dealing with complex offerings, this is a hands-on, in-the-trenches guide to leveraging this emerging medium to reach bottomline business goals. Uniquely, this book addresses the full range of visual solutions, with an emphasis on using these products to create real business value. Inside, you'll learn the ins and outs of infographics, interactive pictograms, video, animations, data-driven visualizations, and other conversion-generating graphical content. Get inspired by the groundbreaking examples showcased here, and learn how to manage every aspect of visual content, from sourcing suppliers to leveraging content on the appropriate media platforms. Author Stephen Gamble is a leader in visual marketing solutions, with over twenty years of experience in the industry. Thousands look to his firm, Frame Concepts, for insider tips on generating revenue with the help of innovative graphics. This insider knowledge is at your fingertips in Visual Content Marketing. To meet your demanding business goals, you need new ideas. This book will show you how to infuse visual content where and when it counts. Generate high-quality leads and revenue with infographics, video, data visualizations, and more Identify the visual marketing and engagement strategies that will work for your business Source and manage talented content suppliers who will deliver on your strategic vision Integrate eye-popping visual solutions to update your brand and achieve your business goals Focusing on the visual is the secret to success in the effort to win customer engagement and attention. Visual Content Marketing is applicable to every business function and industry. With this book, you have the start-to-finish information you need to leverage visual solutions to great effect.
  financial services content marketing: Own Your Industry Douglas Kruger, 2014-04-01 Own Your Industry is a guide to what you can do to position yourself as the go-to-name in your industry. Because when you are known as the expert, they will come to you. Learn how to build an industry reputation, use media channels to reach your market and communicate complex ideas through memorable frameworks. Discover how your fee structure defines you as beginner or valued veteran. The book explains how to develop a title, become a face and a voice in the minds of key industry players, and use simple but powerful positioning techniques to cut through the marketing clutter of your competitors. Become the answer to the question, You know who you should talk to about that?
  financial services content marketing: Digital Marketing Excellence Dave Chaffey, PR Smith, 2022-07-22 Now in its sixth edition, the hugely popular Digital Marketing Excellence is a practical guide to creating and executing integrated digital marketing plans, combining established approaches to marketing planning with the creative use of new digital models and digital tools. Written by two highly experienced digital marketing consultants, the book shows you how to: Draw up an outline integrated digital marketing plan Evaluate and apply digital marketing principles and models Integrate online and offline communications Implement customer-driven digital marketing as part of digital transformation Reduce costly trial and error Measure and enhance your digital marketing Learn best practices for reaching and engaging your audiences using the key digital marketing platforms. This new edition has been streamlined to seamlessly integrate the latest developments in digital analytics, ethics and privacy, Predictive Analytics, Machine Learning and Artificial Intelligence. Including new international case studies and up-to-date examples throughout, this book cuts through the jargon to show marketers how to leverage data and digital technologies to their advantage. Offering a highly structured and accessible guide to a critical and far-reaching subject, Digital Marketing Excellence, 6th edition, provides a vital reference point for all digital marketing students, and managers involved in digital marketing strategy and implementation. Online resources have been fully updated for the new edition and include a new set of PowerPoint slides and a full test bank of questions and exercises.
  financial services content marketing: Seminar Selling Paul Karasik, 1995 Seminar selling is the most cost-effective technique for marketing financial products and services. Research has shown that face-to-face sales calls are very expensive, and telemarketing is both time consuming and overused. This comprehensive guide for the financial services professional demonstrates how to conduct profitable seminars.
  financial services content marketing: They Ask, You Answer Marcus Sheridan, 2019-08-06 The revolutionary guide that challenged businesses around the world to stop selling to their buyers and start answering their questions to get results; revised and updated to address new technology, trends, the continuous evolution of the digital consumer, and much more In today’s digital age, the traditional sales funnel—marketing at the top, sales in the middle, customer service at the bottom—is no longer effective. To be successful, businesses must obsess over the questions, concerns, and problems their buyers have, and address them as honestly and as thoroughly as possible. Every day, buyers turn to search engines to ask billions of questions. Having the answers they need can attract thousands of potential buyers to your company—but only if your content strategy puts your answers at the top of those search results. It’s a simple and powerful equation that produces growth and success: They Ask, You Answer. Using these principles, author Marcus Sheridan led his struggling pool company from the bleak depths of the housing crash of 2008 to become one of the largest pool installers in the United States. Discover how his proven strategy can work for your business and master the principles of inbound and content marketing that have empowered thousands of companies to achieve exceptional growth. They Ask, You Answer is a straightforward guide filled with practical tactics and insights for transforming your marketing strategy. This new edition has been fully revised and updated to reflect the evolution of content marketing and the increasing demands of today’s internet-savvy buyers. New chapters explore the impact of technology, conversational marketing, the essential elements every business website should possess, the rise of video, and new stories from companies that have achieved remarkable results with They Ask, You Answer. Upon reading this book, you will know: How to build trust with buyers through content and video. How to turn your web presence into a magnet for qualified buyers. What works and what doesn’t through new case studies, featuring real-world results from companies that have embraced these principles. Why you need to think of your business as a media company, instead of relying on more traditional (and ineffective) ways of advertising and marketing. How to achieve buy-in at your company and truly embrace a culture of content and video. How to transform your current customer base into loyal brand advocates for your company. They Ask, You Answer is a must-have resource for companies that want a fresh approach to marketing and sales that is proven to generate more traffic, leads, and sales.
  financial services content marketing: Professional Services Marketing Mike Schultz, John E. Doerr, Lee Frederiksen, 2013-06-04 A proven approach to revenue-generating marketing and client development Professional Services Marketing is a fully field-tested and research-based approach to marketing and client development for professional services firms. The book, now in its Second Edition, covers five key areas that are critical for firms that want to grow and become more profitable: creating a marketing and growth strategy; establishing a brand and reputation; implementing a marketing communications program; executing lead generation strategies; and developing business by winning new clients. You will also read real-world case studies that illustrate major points, as well as quotes and stories from well-respected professionals in the industry. The Second Edition features new research and updates throughout, including new chapters on social media and online marketing, as well as new case studies and interviews Authors Mike Schultz and John E. Doerr are the coauthors of the Wall Street Journal and Inc. Magazine bestseller Rainmaking Conversations and Professional Services Marketing; Lee W. Frederiksen is coauthor of Online Marketing for Professional Services Will be widely promoted via multiple online routes and direct mail marketing Firms of any size can use this proven approach to marketing and client development to attract new clients and grow their professional service businesses.
  financial services content marketing: Effective SEO and Content Marketing Nicholas Papagiannis, 2020-02-26 Get beyond the basics and see how modern-day users are reimaging the SEO process SEO is often underutilized and overlooked across the marketing realm today. SEO is not merely trying to improve your website ranking on Google, but it can spark and optimize ideas. Above all it can help improve the amount of free traffic coming to your web properties. This book provides you with a comprehensive approach to make sure marketing spend is utilized as effectively as possible and deliver the best ROI for your brand and business. Maximizing your organic (free) traffic channels should be a top priority and this book will provide you with insight on how to do that. From working with social media influencers to steering creative ideas and campaigns, modern day SEO requires a full-service perspective of marketing and its processes. General education on SEO and organic content marking Understanding which search engines to focus on How SEO and content can solve business problems Building a new brand through SEO and content Identifying who your true competitors are Which Analytics reports you should be regularly monitoring How to establish research channels that can inform your business initiatives Building personas and audience purchase journeys Prioritizing locations, demographics and countries What needs to be in place to maximize free traffic levels to your brands assets Understanding all the key tasks and attributes for an effective content program Data-Driven Content: Detailed instruction on how to use data to inform content responses, ideas and asset types Understanding different content asset types from standard items like articles to highly advanced assets like films, podcasts, white papers and other assets Calculating ROI for SEO and Content initiatives Small business marketing via content and SEO and having the right small business mindset for success Website and content design considerations (accessibility, principles of marketing) Optimizing for the future and looking at other search venues Amazon Optimization YouTube Optimization App Store Optimization (ASO) Podcast Optimization Optimizing Blogs and other off-site content Prepping and optimizing for the newest technologies, including voice search, artificial intelligence, and content discovery vehicles How to build an optimization path and programs that drive results and manage risks In addition to learning the most effective processes to structure your SEO, you will have access to bonus materials that accompany this book which will include worksheets, checklists, creative brief examples, quizzes, and best interview questions when hiring an SEO specialist. Modern-day marketers, business owners, and brand managers, this book is for you!
  financial services content marketing: Content is Cash Wendy Montes de Oca, 2011 Wendy's book is an impressively thorough account of the marketing options open to Internet businesses today. I have it within reach of my desk and I intend to make good use of it. -Michael Masterson, Publisher, Agora, Inc., Early to Rise You've already got great content -- now, monetize it! Dozens of top publishers, marketers, business owners, and entrepreneurs are already using Wendy Montes de Oca's SONAR Content Distribution ModelTM to earn amazing ROI from content they already have. You can, too--even if you've never done Internet marketing before! Content Is Cash shows you how to systematically integrate and synchronize today's best web marketing techniques to drive more traffic, buzz, leads, and sales for your business. It's not theory. It's a proven, cost-effective and real-world strategy allowing anyone with content to turn traffic into profits...and the results are quantifiable! Inside you'll find powerful, easy, and virtually no cost ways to maximize content syndication, online PR, social networking and bookmarking, article directories, and guerrilla marketing inforums and message boards...to achieve breakthrough results on even the smallest budget! You'll Learn How To: * Discover and leverage useful, valuable, actionable content you didn't know you had * Drive more value from content by repurposing, repackaging, refreshing, re-bundling, and republishing * Create more visibility, traffic, and awareness for your website and brand * Link content more tightly with prospecting and sales initiatives * Syndicate and aggregate content to extend its reach * Make your content easier to find on the Web--simply and inexpensively * Adapt your strongest content into high-performing online press releases * Encourage viral marketing, pass-along readership and word-of-mouth buzz * Measure your performance against the 3 O's: outputs, outcomes, and objectives * Apply SONAR techniques and increase search engine presence, organic visits, lead generation, and sales efforts * Use SONAR with other tactics such as affiliate marketing, joint ventures, online advertising, ad swaps, guest editorials and more
  financial services content marketing: Talk Triggers Jay Baer, Daniel Lemin, 2018-10-02 Talk Triggers is the definitive, practical guide on how to use bold operational differentiators to create customer conversations, written by best-selling authors and marketing experts Jay Baer and Daniel Lemin. Word of mouth is directly responsible for 19% of all purchases, and influences as much as 90%. Every human on earth relies on word of mouth to make buying decisions. Yet even today, fewer than 1% of companies have an actual strategy for generating these crucial customer conversations. Talk Triggers provides that strategy in a compelling, relevant, timely book that can be put into practice immediately, by any business. The key to activating customer chatter is the realization that same is lame. Nobody says let me tell you about this perfectly adequate experience I had last night. The strategic, operational differentiator is what gives customers something to tell a story about. Companies (including the 30+ profiled in Talk Triggers) must dare to be different and exceed expectations in one or more palpable ways. That's when word of mouth becomes involuntary: the customers of these businesses simply MUST tell someone else. Talk Triggers contains: Proprietary research into why and how customers talk More than 30 detailed case studies of extraordinary results from Doubletree Hotels by Hilton and their warm cookie upon arrival, The Cheesecake Factory and their giant menu, Five Guys Burgers and their extra fries in the bag, Penn & Teller and their nightly meet and greet sessions, and a host of delightful small businesses The 4-5-6 learning system (the 4 requirements for a differentiator to be a talk trigger; the 5 types of talk triggers; and the 6-step process for creating talk triggers) Surprises in the text that are (of course) word of mouth propellants Consumers are wired to discuss what is different, and ignore what is average. Talk Triggers not only dares the reader to differentiate, it includes the precise formula for doing it. Combining compelling stories, inspirational examples, and practical how-to, Talk Triggers is the first indispensable book about word of mouth. It's a book that will create conversation about the power of conversation.
  financial services content marketing: The Personalization Paradox Val Swisher, Regina Lynn Preciado, 2021-03-08 According to Infosys, 86% of consumers surveyed indicated that personalized content has some impact on what they purchase and 25% said that personalization plays a large role in their purchases. And yet, looking at the data, two things stand out: Most companies say that personalizing the customer experience is a critical must have, and they have the statistics to back it up. Very few companies believe they are delivering enough personalized content, or deliver it well. What's holding these companies back from their personalization goals? And how can you avoid the pitfalls and make personalization possible with your own enterprise content? In this book, global content strategy expert Val Swisher and senior content strategist Regina Lynn Preciado show you exactly what it takes to deliver personalized experiences at scale. You'll learn: Why personalized content is imperative to the enterprise Why so many companies fail to deliver - and how to avoid the pitfalls The five dimensions of content standardization How to bring people, technology, and process together The impact of big data and artificial intelligence The only way to deliver personalized content at scale is to automate the process at the point of delivery. And for that to work, you've got to change how you do content. The Personalization Paradox: Why Companies Fail (and How to Succeed) at Delivering Personalized Experiences at Scale shows you how.
  financial services content marketing: Online Marketing for Professional Services Lee W. Frederiksen, Sean T. McVey, Sylvia S. Montgomery, 2012-06 Professional services marketing is undergoing a revolution. More and more, firms are being found and vetted online, and traditional techniques for generating leads and nurturing prospects are growing less effective. In this groundbreaking new book readers will understand the changing landscape and how to lay the foundation for a powerful online marketing program. Based on primary research of over 500 professional services firm executives, this book offers easy-to-understand, practical advice, as well as real-world examples of firms that are using online marketing today to build their businesses.
  financial services content marketing: The Global Findex Database 2017 Asli Demirguc-Kunt, Leora Klapper, Dorothe Singer, Saniya Ansar, 2018-04-19 In 2011 the World Bank—with funding from the Bill and Melinda Gates Foundation—launched the Global Findex database, the world's most comprehensive data set on how adults save, borrow, make payments, and manage risk. Drawing on survey data collected in collaboration with Gallup, Inc., the Global Findex database covers more than 140 economies around the world. The initial survey round was followed by a second one in 2014 and by a third in 2017. Compiled using nationally representative surveys of more than 150,000 adults age 15 and above in over 140 economies, The Global Findex Database 2017: Measuring Financial Inclusion and the Fintech Revolution includes updated indicators on access to and use of formal and informal financial services. It has additional data on the use of financial technology (or fintech), including the use of mobile phones and the Internet to conduct financial transactions. The data reveal opportunities to expand access to financial services among people who do not have an account—the unbanked—as well as to promote greater use of digital financial services among those who do have an account. The Global Findex database has become a mainstay of global efforts to promote financial inclusion. In addition to being widely cited by scholars and development practitioners, Global Findex data are used to track progress toward the World Bank goal of Universal Financial Access by 2020 and the United Nations Sustainable Development Goals. The database, the full text of the report, and the underlying country-level data for all figures—along with the questionnaire, the survey methodology, and other relevant materials—are available at www.worldbank.org/globalfindex.
  financial services content marketing: Digital and Social Media Marketing Nripendra P. Rana, Emma L. Slade, Ganesh P. Sahu, Hatice Kizgin, Nitish Singh, Bidit Dey, Anabel Gutierrez, Yogesh K. Dwivedi, 2019-11-11 This book examines issues and implications of digital and social media marketing for emerging markets. These markets necessitate substantial adaptations of developed theories and approaches employed in the Western world. The book investigates problems specific to emerging markets, while identifying new theoretical constructs and practical applications of digital marketing. It addresses topics such as electronic word of mouth (eWOM), demographic differences in digital marketing, mobile marketing, search engine advertising, among others. A radical increase in both temporal and geographical reach is empowering consumers to exert influence on brands, products, and services. Information and Communication Technologies (ICTs) and digital media are having a significant impact on the way people communicate and fulfil their socio-economic, emotional and material needs. These technologies are also being harnessed by businesses for various purposes including distribution and selling of goods, retailing of consumer services, customer relationship management, and influencing consumer behaviour by employing digital marketing practices. This book considers this, as it examines the practice and research related to digital and social media marketing.
  financial services content marketing: Content Marketing for Lawyers Michele Ruiz, 2016-01-18 To fully leverage the power of social media for your legal marketing you need one indispensable ingredient: Content Need to attract more clients? Want to be a top-referred lawyer? Struggling with billing time and business development? Imagine growing your book of business--wihout leaving your office! With the ease of today's technology, social media platforms, and content marketing, it's not that hard. It's simply a mindshift and the right kind of know-how Here's the best part: Using the secrets of top journalist, you can easily and effectively create compelling content like a pro. YOU'LL LEARN HOW TO: Get your message to your target clients is is an understandable and engaging way so you become THE trusted, preferred and referred attorney Easily create attention-grabbing content your target clients need Stand out among the plethora of other firms In the marketplace Use branded content like blogs, videos, eBooks, Slideshares, Case Studies, White Papers, Webinars/Webcast, Podcast, Photos, Virtual Educational Events and more to attract more clients Implement time-saving strategies that won't take away from your billable hours Engage your social media savvy clients to increase your client retention rates Avoid marketing missteps and top mistakes lawyers make when using social media
  financial services content marketing: Master Content Marketing Pamela Wilson, 2016-10-21 Are you afraid to hit publish?Content marketing is how marketing happens today. You know you want to use it, but you're unsure about where to start. You may not feel confident about your writing abilities, either.Master Content Marketing is a step-by-step guide through the content marketing process. Pamela Wilson's 30 years of marketing experience infuse the guidance in the book.Scores of people profess to be content marketing experts. Who can you trust? You can trust Pamela Wilson.
  financial services content marketing: Data-Driven Marketing Content Lee Wilson, 2019-06-19 This practical content guide empowers businesses to understand, identify and act on big-data opportunities, producing superior business insights for prolific marketing gains.
  financial services content marketing: Content - The Atomic Particle of Marketing Rebecca Lieb, 2017-06-03 DISTINGUISHED FAVOURITE: NYC Big Book Awards 2017 Content, in all its forms, is the single most critical element of any marketing campaign. Finding a successful equilibrium between content marketing and content strategy is difficult, but essential. Content - The Atomic Particle of Marketing goes beyond superficial descriptions of how to produce engaging social media content to offer the results of many years of deep quantitative research, and hours of interviews with senior marketers at some of the world's leading brands. Written by a recognized industry thought leader, Content - The Atomic Particle of Marketing explores how content functions in the broader framework of all marketing, as well as organizational concerns and IT decision making. It demonstrates the value content brings not only to owned media initiatives, such as a company website or blog, but also the essential role content plays in all other marketing initiatives, from social media to advertising to offline channels. It will enable readers to make the organizational, staffing, tools and process decisions necessary to get content up and running across divisions and organizational silos. Deeply researched and insightful, Content - The Atomic Particle of Marketing is, quite simply, the definitive research-based guide to content marketing.
  financial services content marketing: Financial Services Marketing Tina Harrison, 2000 Financial Services Marketing is an ideal introduction to this important sector, clearly demonstrating how marketing theory is applied in practice. Logically structured around the core marketing principles (buyer behaviour, segmentation, product development, distribution, pricing and promotion), the book is exceptionally clear and well written. In addition, topical and innovative approaches to marketing are also covered, including relationship marketing and customer loyalty. Unlike many other texts, the book does not focus exclusively on the retail environment but incorporates technological developments in delivery systems, including telephone and internet banking, and the use of IT in database marketing. Furthermore, it is the first text of its kind to devote a whole chapter to corporate financial services marketing. Critical to any text within this fast-moving environment, the book is also extremely up-to-date covering the latest regulatory developments under the Financial Services Authority and new forms of financial institutions, such as supermarket banks. Financial Services Marketing is for advanced undergraduate and postgraduate courses in financial services marketing, as well as professional courses such as the Chartered Institute of Bankers. It is also valuable to students studying services marketing courses.
  financial services content marketing: Financial Public Relations Pat Bowman, Richard Bing, 2014-05-15 Financial Public Relations tackles the areas of concerns in the practice of financial communications. The book is comprised of 13 chapters; each chapter deals with the issues faced by public relations professionals. The coverage of the text includes the company's relationship to various parties (media, investors, and employees); the ethical concerns of the financial services industry; and the implications of the internationalization of financial markets. The book also discusses the pros and cons of an in-house public relations staff and consultants. Case studies of four different companies that encountered a public relations issue are also included. The book will be most useful to the practitioners of public relations from different industries. Other readers will find great insight in the text regarding the inner working of financial public relations.
  financial services content marketing: Content Marketing Strategy Robert Rose, 2023-09-03 Do you know how to turn the attention your content receives into profit? With a meaningful content marketing strategy, you can. An organization's content communicates everything to consumers. Content marketing is one of the most important pieces of the marketing plan, but many businesses do not take approach it strategically. As Chief Strategy Advisor for the Content Marketing Institute and CEO and Chief Strategy Officer for The Content Advisory, Robert Rose helps transform brands by honing their content marketing. In this book, he walks readers through his scalable, strategic approach. Content Marketing Strategy explains what top brands are doing to streamline their content and how marketing strategists can scale their methods to create business success. The chapters cover stacking a team, working with marketing and branding professionals on a consistent tone and message, setting meaningful goals for the content strategy, implementing it, and measuring the resulting outcomes. Filled with compelling examples from leaders in content marketing, including Salesforce, Cleveland Clinics, Amazon, and Arrow Electronics, the book offers a new model that will transform and optimize your content marketing.
  financial services content marketing: Selling the Invisible Harry Beckwith, 2000-10-15 SELLING THE INVISIBLE is a succinct and often entertaining look at the unique characteristics of services and their prospects, and how any service, from a home-based consultancy to a multinational brokerage, can turn more prospects into clients and keep them. SELLING THE INVISIBLE covers service marketing from start to finish. Filled with wonderful insights and written in a roll-up-your-sleeves, jargon-free, accessible style, such as: Greatness May Get You Nowhere Focus Groups Don'ts The More You Say, the Less People Hear & Seeing the Forest Around the Falling Trees.
  financial services content marketing: The Visible Expert Lee W. Frederiksen, Elizabeth Harr, Sylvia S. Montgomery, 2014-09-02 What does it take to become a well-known expert in your field - someone other practitioners and the media seek out for leadership and insight? We call these stars Visible Experts . And becoming one is easier than it looks. In this research-based book, you will learn how you or your colleagues can become Visible Experts and leverage this status to drive significant new growth and profits for your firm. You will discover which tools and techniques you need to build your reputation and ascend to prominence. And you will hear from real experts from across the professional services who have climbed from obscurity to the peak of their profession. The Visible Expert is the essential manual for any individual or firm that is ready to take their expertise to the highest level. Based on interviews with over 1,000 experts and buyers of their services, this book will take you higher, faster.
  financial services content marketing: Marketing Financial Services Jillian Farquhar, Arthur Meidan, 2017-09-16 Marketing Financial Services recognises that the major function of the financial services marketer is decision making. It focuses on the major types of decisions – and problems - facing marketing executives. Strategies to win and retain B2B and B2C customers are discussed in the context of many financial services sectors, including banks, insurance companies, investment trusts and stock exchanges. This second edition has been thoroughly updated to reflect changes in the industry and the availability of new technologies. The text has been made more accessible and includes gripping case studies to demonstrate the realities of financial services marketing in an unstable and competitive environment. Key features: - Logical structure and improved pedagogy, including new vignettes and detailed case studies - An experienced and established author team gives expert advice - International coverage shows you the big picture - Companion Website, offering PowerPoint slides, revision questions and answers to case study exercises, and long case studies with notes and exercises
  financial services content marketing: Financial Services Sales Handbook Clifton T. Warren, 2016-08-11 Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business.
  financial services content marketing: Ten Years to Midnight Blair H. Sheppard, 2020-08-04 “Shows how humans have brought us to the brink and how humanity can find solutions. I urge people to read with humility and the daring to act.” —Harpal Singh, former Chair, Save the Children, India, and former Vice Chair, Save the Children International In conversations with people all over the world, from government officials and business leaders to taxi drivers and schoolteachers, Blair Sheppard, global leader for strategy and leadership at PwC, discovered they all had surprisingly similar concerns. In this prescient and pragmatic book, he and his team sum up these concerns in what they call the ADAPT framework: Asymmetry of wealth; Disruption wrought by the unexpected and often problematic consequences of technology; Age disparities--stresses caused by very young or very old populations in developed and emerging countries; Polarization as a symptom of the breakdown in global and national consensus; and loss of Trust in the institutions that underpin and stabilize society. These concerns are in turn precipitating four crises: a crisis of prosperity, a crisis of technology, a crisis of institutional legitimacy, and a crisis of leadership. Sheppard and his team analyze the complex roots of these crises--but they also offer solutions, albeit often seemingly counterintuitive ones. For example, in an era of globalization, we need to place a much greater emphasis on developing self-sustaining local economies. And as technology permeates our lives, we need computer scientists and engineers conversant with sociology and psychology and poets who can code. The authors argue persuasively that we have only a decade to make headway on these problems. But if we tackle them now, thoughtfully, imaginatively, creatively, and energetically, in ten years we could be looking at a dawn instead of darkness.
  financial services content marketing: Global Content Marketing: How to Create Great Content, Reach More Customers, and Build a Worldwide Marketing Strategy that Works Pam Didner, 2014-12-19 Engage Customers Around the World with Cross-Regional Content Marketing Technology has virtually erased national borders, forever transforming the way we reach and engage customers, as well as the way we search for and consume content. Global Content Marketing takes you step-by-step through the process of creating and refining your strategies to meet this new reality. LEARN HOW TO: Create content that engages people--regardless of their country and culture Identify key actions and strategies to apply to your projects Connect dots that others don't see and connect them in ways you never thought of before Content marketing across geographies is a diff erent animal. In this smart, practical, and authoritative book, Pam Didner has tamed this animal for all of us. -- DOUG KESSLER, Creative Director, Velocity A valuable guide to developing and distributing your global content effectively. -- NANCY BHAGAT, former VP, Global Marketing Strategy, Intel, and current Divisional CMO, TE Connectivity This book is the blueprint for engineering a modern scalable content marketing operation. -- PAWAN DESHPANDE, CEO, Curata “Finally the book that explores all critical aspects of global content marketing! Whether you are a small business or a Fortune 500 company, it is essential to understand the 4P’s developed by Pam Didner. Read it and take your content strategy to the whole new level. -- EKATERINA WALTER, author of Think Like Zuck and coauthor of The Power of Visual Storytelling
2024 Financial Services Marketing Compliance Guide
This report exists to help financial services marketing leaders get high–impact content out the door while achieving and maintaining legal and regulatory compliance. Most marketers believe …

Financial Services Marketing Plan - Broadridge Financial …
Financial professionals with a defined marketing strategy acquire more clients and have greater confidence in achieving their business goals. Leverage this template to craft an actionable …

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overall financial services marketing organisation, providing answers to questions such as: • In what specific business should the financial services firm be, in terms of mix of …

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Digital Marketing for Financial Services: A Complete Guide for ...
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STATE OF PLAY 2019 - The Financial Services Forum
EDITIONS FINANCIAL’S ANNUAL SURVEY OF GLOBAL FINANCIAL SERVICES MARKETERS. This year, we have identified three key macro • Customer experience, and the need to …

7 Marketing Trends for Financial Services in 2022
To understand how this change has impacted financial services firms, we surveyed 150 senior marketing executives toward the end of 2021 to learn more about how they market their …

Build Trust with an Engagement Marketing Content Strategy
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Marketing of Financial Services Merchant Banking and …
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THE FINANCIAL ADVISOR’S MARKETING GUIDE TO Digital …
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Artificial intelligence (AI) technologies have been incorporated into marketing where big data has been used to develop hyper-personalized profiles of customers (Payne et al., 2021) predicting …

MANAGING CUSTOMERS IN FINANCIAL SERVICES: THE ROLE …
role of marketing in development e-commerce channels. It is argued that marketing function needs to develop new areas of accountability and expertise. The analysis suggests ways in …

2024 Financial Services Marketing Compliance Gui…
This report exists to help financial services marketing leaders get high–impact content out the door …

Financial Services Marketing Plan - Broadrid…
Financial professionals with a defined marketing strategy acquire more clients and have greater confidence in …

FINANCIAL SERVICES AND SOCIAL MEDIA SUCCESS
An increasing number of B2B and B2C financial services companies and professionals see an unprecedented …

A Study of Data-Driven Financial Marketing Strat…
Feb 18, 2024 · By leveraging big data analytics techniques, financial institutions can gain a deeper …

CHAPTER 12 Marketing Strategies for Financial Se…
overall financial services marketing organisation, providing answers to questions such as: • In what specific …