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Navigable Slide Index

1. Introduction
2. Overview
3. Learning from success in other industries
4. Use of bundling in banking
5. Optional elements in a banking bundle
6. Why and when it works
7. Willingness-to-pay
8. Consumer surplus
9. Separate pricing
10. Pure bundling
11. Mixed bundling
12. How bundling works
13. When to employ each bundling method
14. The benefits
15. Seller benefits of bundling in banking
16. Seller benefit no. 1: enhance cross selling
17. Seller benefit no. 2: systems business
18. Seller benefit no. 3: reduce costs
19. Seller benefit no. 4: customer retention
20. Consumer benefits of bundling in banking
21. Creating successful bundles
22. A four-step process for profitable growth
23. Step no. 1: combination of products and services
24. Step no. 2: multi-stage evaluation process
25. Conjoint analysis
26. Simulate impact of multiple bundles
27. Step no. 3: pricing of the packages
28. Step no. 4: create the internal preconditions
29. The complex price bundling process
30. Examples from retail banking
31. Case study no. 1: HSBC
32. Case study no. 2: Lloyds TSB
33. Case study no. 3: Barclays
34. Case study no. 4: RBS
35. Case study no. 5: Alliance and Leicester
36. Takeaways
37. Acknowledgement

Topics Covered

• Current use of bundling in retail, private and commercial banking
• Best practices in bundling
• Learning from other industries
• Importance of a structured and scientific approach to bundling
• Overview of the theory of consumer surplus
• Step process framework
• How to create successful bundles in financial services

Links

Series:

• Financial Services Marketing

Categories:

• Finance, Accounting & Economics
• Marketing & Sales

Talk Citation

Publication History

• Published on October 7, 2008