Subject Index
 

The credit crunch has led to many consumers stating a desire to overhaul their finances, and the pensions sector is arguably well-placed to make the best of a challenging economic climate. However, pe ...

This paper looks at UK consumers' increasing acceptance of debt over the last two decades and the reasons behind this change. Based on research from Henley Centre HeadlightVision, it suggests 6 factor ...

Increasing female independence and wealth has pushed women up the marketer's agenda, but advertising for financial brands often fails with patronising campaigns. This paper argues that brands often go ...

This piece by WARC Media Editor Laura James reviews the UK financial services market, citing key WARC papers along the way. Areas covered include the UK savings market, credit and mortgage products, a ...

This article discusses a test of 100 financial services ads by the Newspaper Marketing Agency (NMA), which showed that they were failing to connect with consumers. There is a widespread lack of trust ...

This paper presents a case study of how GfK NOP is working to move one of the UK's major market measurement studies online. The Financial Research Survey (FRS) has been the definitive study for measur ...

Europe's fourth largest advertising sector, the financial category saw €5.9bn worth of European ATL activity in 2006. TV and print expenditure rose by 15% year on year at around €2bn. Internet spend ...

This paper argues that too often, financial services are marketed to the most convertible consumers – people with the highest level of interest. It says that by exploring how consumers make financial ...

In 2004, brokerage firm Morgan Stanley and advertising agency Leo Burnett released the “At Your Side” campaign. Unlike competitors, Morgan Stanley targeted retail customers, particularly baby-boom par ...

In the early 2000’s, Philadelphia-based financial group “Lincoln Services” repositioned its brand message to remain relevant in the marketplace. Lincoln recognised the potential of the impending US de ...

With assets of $62 billion, John Hancock Mutual Life Insurance Company ranks among the nation's 15 largest life insurance companies. But the 136-year-old company also sells a growing number of ...

In 2000 ING Groep N.V. (spelled ING Group in the United States) was a financial powerhouse in Europe, offering a diverse range of insurance, banking, and asset-management services through offices in 6 ...

In 2000 the largest tax-preparation company in the Unites States, H&R Block, Inc., was venturing beyond the niche industry in which it had excelled for 45 years. After a series of acquisitions ...

This paper sets out the main characteristics of financial services markets, key elements of managing financial communications and the central tenets of developing the communications themselves. Like ...

Jim Gregory, founder and CEO of CoreBrand, describes how to build a system and culture that supports the company's most valuable asset - its corporate brand. He argues that signing off the brand strat ...

The financial services industry is the single largest contributor of marketing expenditure in many advanced countries. Yet for a whole range of products, it attracts only a small number of customers – ...

An edited version of the Annual City Lecture to the Worshipful Company of Marketers, November 2005. Lord Heseltine stresses the importance of marketing professional services at a time when global supp ...

Having provided an industry snapshot of the financial planning sector, ‘a holistic approach to personal finance management’, in the context of scope of activities, brisk growth and competency concerns ...

Having provided an industry snapshot, this paper outlines the organization and structure of the industry, focusing on Government Agencies, Private Plans and Fund Management Structure. Background and ...

Credit unions are owned by their members. Typically, these institutions collect the savings of their members and make loans to members from these accumulated savings. Unlike other financial institutio ...

This paper provides a snapshot of American Industry in the context of credit unions, which are defined and described in terms of membership, assets and legal standing. The organization and structure ...

Describes the 2001 launch campaign for ING as a new financial services brand in the U.S. Illustrates the importance of brand and advertising differentiation to gain attention in a well-established mar ...

During unfavourable economic times in 2002/03, “Standard Life” hired “The Leith Agency” to instigate a campaign to rebuild customer confidence, and improve perceptions of the brand. Employing a warm a ...

Today’s 18-35 year olds face a bleak financial future. Housing costs and student loans mean that they are not investing in pensions. In 2003, 13% of men under 35, dropped out of pension schemes. While ...

By simplifying financial paperwork such as bills and statements, financial institutions can improve the customer experience, this paper argues. When viewed as branding's unsung heroes rather than as n ...

Parker believes that influence through reference has replaced deference for consumers who seek out the views of their peers, TV presenters or newspaper columnists, such that 60% of financial advertisi ...

The challenge to the financial services industry of making the future more relevant to consumers is discussed here. NOP research indicates that around £1.5m is spent during the lifetime of the average ...

White points out that in spite of enormous budgets the financial services industry seems unable to inspire consumers to constructive action. Increasingly the business is driven by two imperatives: to ...

Asian markets have experienced substantial growth enabled by ‘globalization’ and the rapid urbanization of Asian cities. In line with increased purchasing power as a result of opportunities for furth ...

This paper deals with the specific research methods and tools used to help UBS develop a global corporate brand with credible appeal to high net worth customers who think of he individual advisor as t ...