Financial Services CaseStudies
The financial services industry lends itself well to email marketing. Investment companies, fund managers, and financial advisors are likely to be online and need to be constantly aware of changes in the economy and the financial sector. Keep ... [... more]
ClickZ |
The Budget Kit : The Common Cents Money Management Workbook
 This is *NOT* a "Kit" and No CD INCLUDED!: Though several of the reviews and used editions of this book refer to a CD, this so-called "kit" does not include a CD. In fact, the book has a URL link to a moneytracker dot com website with [... more]
$16.95
Amazon.com |
Financial Services Information Systems
The calculus of IT support for the banking, securities, and insurance industries has changed dramatically and rapidly over the past few years. Consolidation and deregulation are creating opportunities and challenges never before seen. Unheard of just a [... more]
$149.94
eBooks |
Study: Financial Services Strongest Sector for E-Mail
Bigfoot Interactive finds a constantly evolving email landscape, but no wide-reaching upward trends, in its benchmarking and analysis of key vertical email campaigns. Collected in retention-based mailings and aggregated from Bigfoot Interactive's ... [... more]
ClickZ |
Financial Services Customers Warmed by E-mail
Internet users who have opted in to receive regular email from a business derive more satisfaction from the relationship than those who do not, according to a consumer poll from email firm Bigfoot Interactive. Bigfoot reported 94 percent of Web ... [... more]
ClickZ |
The New Frontier: Complex Sales
Research indicates most complex sales begin with online information searches. A complex sale may involve automotive, financial services, or real estate. It could also be a business shopping for new suppliers, real estate, or professional ... [... more]
ClickZ |
Yahoo! Choosing a Financial Advisor
Many investors feel uncomfortable working with investment professionals. This isn't surprising, given the cloudy haze surrounding much of the financial services industry. For instance, many investment professionals receive commissions from ... [... more]
Yahoo! Finance |
Open Source CRM Delivers More Control, Less Cost
A good CRM package does you no good if employees aren't willing to use it. Case in point: IMA Financial Group, a medium-sized financial services company based in Wichita, Kansas. IMA had installed a commercial customer relationship management ... [... more]
CIO |
Wealth on Any Income : 12 Steps to Freedom
AT LAST!!!: My great discovery for 2002! A book that helped me fit into my own budget! I was a haphazard spender, spontaneously altering my budget according to what I saw that I wanted with no specific plan in mind before I attended a seminar with Rennie [... more]
$14.95
Amazon.com |
ETrade Financial Services - Online Broker - Investing
Back when I first used ETrade in the late 90s, it was the model for inexpensive online trading. Over the years the fees have mounted. I used to use ETrade quite a bit and was thrilled with its low per-trade commission and its free tools. You ... [... more]
Bella Online |
Pre-59-1/2 Distributions : Careful Analysis is Required
Author: Diane M. Pearson CFP Binding: Digital Format: Download: PDF Publication Date: 2002-04-01 Release Date: 2002-04-01 [... more]
$9.95
Amazon.com |
The Lean Pocket Handbook for Financial Services
Most Realistic and Helpful Book out there: The Lean Pocket Handbook for Financial Services includes realistic and useful tools that can be applied in the Financial Services industry. There are very few Lean books out there that apply to servicing and [... more]
$6.95
Amazon.com |
