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1.
From shopkeepers to shoppers: Why UK consumers' acceptance of debt is here to stay
Trevor Harvey, WARC Online Exclusive, May 2008
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 ...
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110 times
2.
Charles Schwab & Co, Inc: Talk To Chuck
New York American Marketing Association, Bronze, Financial Services, EFFIE Awards 2007
Charles Schwab, investment pioneer and advocate for the individual investor, was undercut by online trading in the early nineties. This paper relates how the strategic challenge to reconnect with sel ...
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223 times
3.
UBS Financial Services Inc.: Thank You, Paine Webber campaign
Judson Knight, Encyclopedia of Major Marketing Campaigns, Gale, Volume 2, 2007, pp.1675-1678
In November 1998 retail investment brokerage Paine Webber, a unit of Paine Webber Group Inc., launched an ambitious $20 million print and television campaign, the largest in the company's histo ...
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60 times
4.
The Nasdaq Stock Market, Inc.: Listed On Nasdaq campaign
Ed Dinger, Encyclopedia of Major Marketing Campaigns, Gale, Volume 2, 2007, pp.1089-1092
Following the collapse of the technology sector with which Nasdaq was synonymous, it was necessary to restore some lustre to the brand and reassure the investment community that Nasdaq remained a prog ...
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28 times
5.
Morgan Stanley: Tow Truck campaign
Debbi Mack, Encyclopedia of Major Marketing Campaigns, Gale, Volume 2, 2007, pp.1047-1059
Known as Lombard Brokerage, Inc., until Morgan Stanley Dean Witter (later shortened to Morgan Stanley) purchased and renamed it in 1996, the discount brokerage firm Discover Brokerage Direct, Inc., ...
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42 times
6.
E*Trade Financial Corp.: Monkey Trilogy campaign
Kevin Teague, Encyclopedia of Major Marketing Campaigns, Gale, Volume 2, 2007, pp.525-531
In early 2000 the high stock prices of America's technology industry were reaching their zenith. E*TRADE Financial Corp., along with other brokerage firms, such as Charles Schwab & ...
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29 times
7.
E*Trade Financial Corp.: Why Wouldn't You? campaign
Ed Dinger, Encyclopedia of Major Marketing Campaigns, Gale, Volume 2, 2007, pp.525-531
Following the dot-com crash, online stock trader E*Trade Financial suffered major losses, losing almost half of its customer base. To reposition the brand, and win back revenues, E*Trade hired Martin/ ...
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44 times
8.
The Charles Schwab Corporation: Smarter Investor campaign
Mark Lane, Encyclopedia of Major Marketing Campaigns, Gale, Volume 2, 2007, pp.301-304
Known as a discount broker in a world of traditional full-service investment firms, the Charles Schwab Corporation diversified during the 1980s and 1990s. In keeping with an industry-wide trend toward ...
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58 times
9.
Barclays Global Investors: New School campaign
Ed Dinger, Encyclopedia of Major Marketing Campaigns, Gale, Volume 2, 2007, pp.161-164
In 1999, Barclays Global Investors (BGI) developed iShares, an index investment product for exchange-traded funds (ETF’s). Given the competitive nature of the market, BGI launched their “New School” c ...
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54 times
10.
Barclays - Barclays Global Investors iShares: an integrated approach to building Europe's leading ETF brand
Institute of Practitioners in Advertising, IPA Effectiveness Awards, 2006
Barclays Global Investors (BGI) introduced a campaign to launch their Exchange Traded Funds (ETF) investment product “iShares” in Europe. BGI wanted to be the number one provider of ETF’s across Europ ...
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88 times
11.
ING Direct - Taking the savings market by storm
Dale Gall, Martin Stokes, Victoria Lynch, John Perella and Louise Cook, Institute of Practitioners in Advertising, Bronze, IPA Effectiveness Awards, 2006
ING Direct launched with the intention of growing both their product and brand. Knowing the crowded and customer-loyal nature of the industry, ING Direct carved a niche, applying the positive attribut ...
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275 times
12.
American Industry Overview: Investment Advice
Encyclopedia of American Industries, Gale, 2006
Having provided an industry snapshot of the investment advice sector, this paper outlines how the industry is organized and structured, particularly with reference to mutual fund managers. Background ...
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20 times
13.
American Industry Overview: Savings Institutions, Not Federally Chartered
Encyclopedia of American Industries, Gale, 2006
Having provided an industry snapshot, this paper outlines the organisation and structure of the thrift industry in the US, focusing on depository insurance, state regulation, the office of thrift supe ...
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3 times
14.
American Industry Overview: Savings Institutions, Federally Chartered
Encyclopedia of American Industries, Gale, 2006
An industry snapshot of the thrift sector in the US outlines organization and structure, focusing on the federal home loan bank system and regulation. Background and development are described in the ...
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7 times
15.
Charles Schwab web case study - redefining the user experience through ethnography and personas
Lisa Bertelsen, ESOMAR, Financial Services, London, February 2005
This paper describes the benefits of ethnography to market researchers in the context of a case study. The technique involves direct observation of the subject (user) within their environment and oft ...
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26 times
16.
The changing role of the branch office in supporting brand image and customer loyalty
Nino DeNicola, ESOMAR, Financial Services, London, February 2005
Within a number of industries, there is a difficulty in integrating the growing dependence on new technology (interactive phone and internet services) with traditional forward facing offices in relati ...
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30 times
17.
Inland Revenue - Child Trust Fund: a fairy tale about the magic of imagination
Richard Storey, Rohini Varughese and Simon Wilden, Account Planning Group (UK), Silver, Creative Planning Awards 2005
This campaign for the Inland Revenue aimed to inform parents of new-born children about the Child Trust Fund (CTF). This gives £250 to each baby, in a tax-free account which the child can access when ...
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17 times
18.
NASDAQ - Listed on NASDAQ
New York American Marketing Association, EFFIE Awards, 2005
In September 2002, NASDAQ had lost 77 percent of its value and 100 percent credibility. To regain the financial community’s confidence, and reduce switching to NYSE, NASDAQ released a campaign to atta ...
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16 times
19.
M&G - How advertising paid when it told the whole truth
Jon Tipple and Jonathan Plowden Roberts, Institute of Practitioners in Advertising, IPA Effectiveness Awards, 2004
In 2001, investment company M&G perceived a declining brand image and poor fund performance. Aiming to reverse both, M&G launched an untraditional campaign focusing on an informative, honest and trust ...
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61 times
20.
Nonvertising: the $10 billion throwaway
Stan Rapp, Admap, October 2004, Issue 454, pp.92-93
Admap’s US editor, Stan Rapp, reckons that at least 60% of advertising is wasted (nonvertising). He sets out three simple rules to assess whether an ad is providing value for money, and then, using a ...
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24 times
21.
Putting your customer at the center
Geoffrey Colvin and Larry Selden, International Newsmedia Marketing Association, Ideas Magazine, May 2003
Describes how a five-step procedure for genuinely customer-centric market segmentation achieved “spectacular” results in practice for Dell Computers and Fidelity Investments in the USA. The first ste ...
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39 times
22.
M&G Investments - It Pays to Tell the Whole Truth
Malcolm Peters, Account Planning Group (UK), Silver, Creative Planning Awards 2003
In 2001, M&G Investment Company experienced poor fund performance, alongside a declining brand image. Attempting to reinvigorate both, M&G launched a new advertising campaign. Seeing the benefit in ta ...
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37 times
23.
Why we should all be grateful to countries most incompetent marketers
Jeremy Bullmore, Market Leader, Issue 18, Autumn 2002, pp.12-13
Jeremy Bullmore takes an ironic look at the savings industry and concludes they are breaking all the rules of professional marketing. Consumers, he believes, are confused by the frequent changes of n ...
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6 times
24.
The Philosophy Behinid The Brand
David May, The Advertiser, June 2002, pp.14-18
This article describes how Goldman Sachs felt the need for a branding programme even though it was the most powerful name in its category of merchant banking and finance. The author describes three ...
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33 times
25.
Perpetual Investments: Would a Return of 19.4% pa Change The Way You Look At Advertising?
Michael Simons, Advertising Federation of Australia, Silver, Advertising Effectiveness Awards, 2002
This case describes how Perpetual Investments, a large, traditional financial services company that sells its products via intermediary financial advisors, utilised brand-building advertising to gener ...
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24 times
26.
Bright Start - When I Grow Up
New York American Marketing Association, EFFIE Awards, 2002
This study describes a campaign that encourages parents to start saving for their children's education. The creative strategy was to present children to deliver a message of hope and optimism in their ...
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8 times
27.
Bonus Bonds
Communication Agencies Association of New Zealand, Advertising Effectiveness Awards, 2002
The objective was to appeal to 35 - 45 age group, generate new investment funds and improve point of sale presence. The campaign was the most successful in the history of Bonus Bonds and enabled the ...
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10 times
28.
ASB Bank Limited
Communication Agencies Association of New Zealand, Advertising Effectiveness Awards, 2002
The study traces the emergence of BankDirect from its launch in 1997 and explains how the technological leadership enjoyed by its parent company was exploited to create a credible market differentiati ...
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25 times
29.
A Remarkable Man and His Remarkable Company
Judie Lannon, Market Leader, Issue 13, Summer 2001
The biggest difference between SE1 and traditional investment companies has to do with the nature of power. The only power here is the power of persuasion. No bureaucracy provides resources, no hier ...
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7 times
30.
From pillage to association
Paulo Carramenha and Gaston Martinez Heres, ESOMAR, Latin America, Mexico City, May 2001, pp.527-541
This paper examines the recent changes with respect to Spain's image in Latin America, related to its prominent position as foreign investor in the region. The interest of this topic lies in several a ...
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