• View the Talks
• 39 min
  1. Introduction to financial services marketing

  • Dr. Tina Harrison
• 49 min
  2. Understanding financial services consumers and behavior

  • Dr. Tina Harrison
• 40 min
  3. Customer management in financial services

  • Ms. Liz Machtynger
• 21 min
  4. Switching banks: gone but not forgotten

  • Dr. Ron Garland
• 41 min
  5. Financial services distribution

  • Prof. James Devlin
• 43 min
  6. Internet banking

  • Ms. Kathryn Waite
• 41 min
  7. Product management and product elimination

  • Dr. David Harness
• 29 min
  8. Bundling in banking - strategy to increase profits

  • Mr. Martin Koderisch
• 60 min
  9. Pricing determinants and decisions in financial services

  • Dr. Hooman Estelami
• 33 min
  10. Communicating and promoting financial services

  • Mr. Steve Manton
• 44 min
  11. Protecting the bottom-line in a downturn

  • Dr. Dirk Schmidt-Gallas

Printable Handouts

PDF

Navigable Slide Index

1. Introduction
2. Outline (1)
3. Outline (2)
4. Outline (3)
5. Distribution
6. Financial services product range
7. Distribution in FS: roles fulfilled (1)
8. Distribution in FS: roles fulfilled (2)
9. Distribution channels: direct vs. indirect
10. Distribution channel types
11. Direct distribution channels: direct mail
12. Direct response advertising
13. Branch network
14. Branch network advantages
15. Branch network disadvantages
16. Direct sales force (DSF)
17. Bankassurance (1)
18. Bankassurance (2)
19. Indirect distribution channels: IFA
20. Tied and multi-tied agents
21. Quasi-financial services (QFS)
22. Non-financial services
23. Technology driven-channels: the telephone
24. Telephone advantages and disadvantages
25. Technology driven-channels: the internet (1)
26. Technology driven-channels: the internet (2)
27. Technology driven-channels: others
28. Multi-channelling
29. Current issues: the retail distribution review (RDR)
30. The Thoresen review of generic financial advice
31. Summary

Topics Covered

• Distribution in financial services: roles fulfilled
• Direct distribution channels
• Bank assurance
• Indirect distribution channels
• Technology driven channels
• Current issues: the retail distribution review and the Thoresen review of generic financial advice

Links

Series:

• Financial Services Marketing

Categories:

• Finance, Accounting & Economics
• Marketing & Sales

Talk Citation

Publication History

• Published on October 7, 2008