A Practical Guide to Financial Services
A Practical Guide to Financial Services

Author: Lien Luu

Publisher: Routledge

Published: 2021-12-27

Total Pages: 246

ISBN-13: 1000516326

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Financial services are an ever increasing part of the infrastructure of everyday life. From banking to credit, insurance to investment and mortgages to advice, we all consume financial services, and many millions globally work in the sector. Moreover, the way we consume them is changing with the growing dominance of fintech and Big Data. Yet, the part of financial services that we engage with as consumers is just the tip of a vast network of markets, institutions and regulators – and fraudsters too. Many books about financial services are designed to serve corporate finance education, focusing on capital structures, maximising shareholder value, regulatory compliance and other business-oriented topics. A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion is different: it swings the perspective towards the end-user, the customer, the essential but often overlooked participant without whom retail financial services markets would not exist. While still introducing all the key areas of financial services, it explores how the sector serves or sometimes fails to serve consumers, why consumers need protection in some areas and what form that protection takes, and how consumers can best navigate the risks and uncertainties that are inherent in financial products and services. For consumers, a greater understanding of how the financial system works is a prerequisite of ensuring that the system works for their benefit. For students of financial services – those aspiring to or those already working in the sector – understanding the consumer perspective is an essential part of becoming an effective, holistically informed and ethical member of the financial services community. A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion will equip you for both these roles. The editors and authors of A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion combine a wealth of financial services, educational and consumer-oriented practitioner experience.

The B2B Social Media Book
The B2B Social Media Book

Author: Kipp Bodnar

Publisher: John Wiley & Sons

Published: 2011-12-20

Total Pages: 216

ISBN-13: 1118214307

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Advance your B2B marketing plans with proven social media strategies Learn social media's specific application to B2B companies and how it can be leveraged to drive leads and revenue. B2B marketers are undervalued and under appreciated in many companies. Social media and online marketing provide the right mix of rich data and reduction in marketing expenses to help transform a marketer into a superstar. The B2B Social Media Book provides B2B marketers with actionable advice on leveraging blogging, LinkedIn, Twitter, Facebook and more, combined with key strategic imperatives that serve as the backbone of effective B2B social media strategies. This book serves as the definitive reference for B2B marketers looking to master social media and take their career to the next level. Describes a methodology for generating leads using social media Details how to create content offers that increase conversion rates and drive leads from social media Offers practical advice for incorporating mobile strategies into the marketing mix Provides a step-by-step process for measuring the return on investment of B2B social media strategies The B2B Social Media Book will help readers establish a strong social media marketing strategy to generate more leads, become a marketing superstar in the eye of company leaders, and most importantly, contribute to business growth.

Financial Services Marketing
Financial Services Marketing

Author: Christine Ennew

Publisher: Routledge

Published: 2013-07-18

Total Pages: 464

ISBN-13: 1134076029

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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.

The Million-dollar Financial Services Practice
The Million-dollar Financial Services Practice

Author: David J. Mullen (Jr.)

Publisher: Amacom

Published: 2013

Total Pages: 354

ISBN-13: 0814431739

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Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.

Maximizing LinkedIn for Sales and Social Media Marketing: an Unofficial, Practical Guide to Selling and Developing B2B Business on LinkedIn
Maximizing LinkedIn for Sales and Social Media Marketing: an Unofficial, Practical Guide to Selling and Developing B2B Business on LinkedIn

Author: Neal Schaffer

Publisher: Neal Schaffer

Published: 2011-08-07

Total Pages: 259

ISBN-13: 1456604619

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Neal Schaffer helped revolutionize the way professionals utilize LinkedIn with his award-winning book Windmill Networking: Understanding, Leveraging & Maximizing LinkedIn. He now does the same to enlighten companies how to develop business on LinkedIn with Maximizing LinkedIn for Sales and Social Media Marketing. Thought Linkedin was just for job seekers? Think again. Linkedin is the most important destination for your sales and social media marketing efforts if your company is selling products and services to other businesses. When looking at Linkedin's extensive functionality from a sales and marketing perspective as presented in this book, you'll soon understand how you can create new business from your Linkedin activities. After reading this book you'll learn how to master the Linkedin platform to develop business, including how to create a sales-oriented profile and connections policy to attract more leads, become an industry thought leader by establishing your own community within the lucrative Linkedin demographic, set up your Linkedin Companies Page to improve your reputation--and drive more traffic to your website, and optimize your Linkedin presence as part of your social media optimization efforts. This practical guide, supplemented by more than 15 case studies, will teach you and your employees everything you need to know on how to successfully develop leads and business on LinkedIn.

Social Media Strategy
Social Media Strategy

Author: Julie Atherton

Publisher: Kogan Page Publishers

Published: 2019-10-03

Total Pages: 271

ISBN-13: 0749497084

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Create a long-term customer engagement strategy using effective social media campaigns that enhance ROI across channels, using guidance and examples from National Geographic, Lush, Dreams and more. Organizations often talk of digital planning but struggle to know which channels to invest in, how to integrate them with content marketing activity, or fail to develop measurable outputs that align with business objectives. This book provides a clear road map for efficient planning, deliverance and financial accountability of social media's contribution to the business. Social Media Strategy provides a simple, structured way to create integrated customer engagement and social media campaigns that work, delivering practical guidance on key areas, such as: -Identifying and targeting audience segments -Methods of two-way community engagement -Reputation management -Being present on the right channels -Driving action through influencers -Identifying the relevant tools and platforms to audit, track and measure business impact and customer engagement With example templates, interviews and global case studies including National Geographic, Lush, South West Airlines, Dreams, Mumsnet and more, this professional guide delivers a long-term solution for maximizing social media led business development for any business.

The Financial Services Sourcebook
The Financial Services Sourcebook

Author: Robert Cunnew

Publisher: Routledge

Published: 2017-09-29

Total Pages: 361

ISBN-13: 1317571274

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Provides a first port of call for those seeking information sources in a sector that has undergone tremendous change in recent years. Includes information on banks and building societies, insurance companies, investment funds and pension funds. Highlights essential reference works, consumer information, career guides, technical reports, official publications, market and company research, product information and electronic resources. Identifies the most appropriate sources and provides assistance in choosing between competing items and provides an overview of significant international sources

Digital and Social Media Marketing
Digital and Social Media Marketing

Author: Nripendra P. Rana

Publisher: Springer Nature

Published: 2019-11-11

Total Pages: 337

ISBN-13: 3030243745

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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.

A Practical Guide to Social Media in Financial Services
A Practical Guide to Social Media in Financial Services

Author: Christophe Langlois

Publisher:

Published: 2011-06

Total Pages: 240

ISBN-13: 9781907720154

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Book 1 in the new series 'Customer Experience Without Borders' Everything you ever wanted to know about social media in financial services ... but were afraid to ask Web 2.0, Twitter, Facebook, YouTube, blogging, virtual worlds ... is social media all a bit unfamiliar as a working tool? All a bit smoke and mirrors? Do people really want to interact with their financial services providers in cyberspace? What about the potential for reputational risk? And there's no bottom-line impact, surely? Best just leave it to the marketing people .... WRONG! The benefits of leveraging social media go well beyond marketing. Blogs, YouTube, Twitter and Facebook have quickly became essential tools to manage reputation, foster innovation, develop new products, strengthen customer relationships and satisfaction, drive customer advocacy, aid recruitment, and increase market share. Social media has increased expectations: now your customers expect you to show you listen to them - they want to be able to trust you. And word of mouth is increasingly powerful: it is critical to know who your key influencers, advocates and, yes, your detractors, are, and to find the best way to engage with them. So, you need a complete social media strategy. And A Practical Guide to Social Media in Financial Services contains everything you need to get it. It offers a pragmatic approach to social media in our heavily regulated financial services industry. Its compelling theme is how to create an ever greater customer experience through engaging with them and rewarding them for their support. A Practical Guide to Social Media in Financial Services is both a start-up guide for the social media novice and a best practice guide for the more experienced. In it, you'll find all you need to know about: Judging and assessing your social media operation; Proving the business case and ROI (get a copy for your Chief Financial Officer); The commonly made mistakes (and how to avoid them); Recruiting and managing talent, working with, not against, your social media team, improving worker relations, and breaking silos; Best practice by banking market and segment; The most comprehensive financial social media case book ever assembled; Learning the lessons and assessing the contribution of those who didn't execute their initiatives properly; The more challenging questions you need to be asking a social media software vendor; And, of course, a forecast of where the industry might go next. The risk of not embracing or at the very least acknowledging social media is considerable. So ... what are you going to do about it?