Summary of The Financial Services Marketing Handbook

Tactics and Techniques that Produce Results

Bloomberg Press, more...

Buy the book

The Financial Services Marketing Handbook book summary
For financial service providers who are new to marketing: how to build marketing plans, use them, and know what works.


7 Overall

9 Applicability

5 Innovation

7 Style


No one claims that marketing any service is easy, but marketing financial services is especially difficult. Today, you can buy financial products – mutual funds, insurance, banking services, mortgages, credit cards – through a variety of channels and providers, often at a discount. This creates a challenge for financial marketers, who tend to rely on proven time-tested marketing techniques from other industries that are not always effective for financial products. Here, consultants Evelyn Ehrlich and Duke Fanelli present marketing basics in a financial services context. Their best material comes from short case studies or vignettes from real financial services companies. Readers may wish there were more of these since much of the marketing content is not new. This is a good basic book for newcomers to marketing in the financial services industry, but veterans will find it less valuable. getAbstract recommends it to novice marketers or to those working in financial service firms’ non-marketing areas (such as operations, shareholder services or sales) who want a marketing briefing.

In this summary, you will learn

  • The basics of creating a marketing plan for a financial services company;
  • Tactics that can help implement that plan; and
  • What marketing techniques have worked for large financial services companies.


It’s Only Money
When old-line brokerage firms and investment banks dominated Wall Street, financial marketing served a limited purpose. Investors and financial product purchasers had more distinct, constrained choices. But although competition among firms and among products has increased...
Get the key points from this book in less than 10 minutes. Learn more about our products or log in

About the Authors

Evelyn Ehrlich, PhD, has been president of Ehrlich Creative Communications, a marketing consulting firm, since 1982. Her clients have included many financial service companies. She has a PhD from New York University. Louis A. “Duke” Fanelli has more than 25 years of marketing experience in financial services. He spent 15 years at J.P. Morgan Chase managing the retail sales network and worked as a journalism and public relations executive.

Comment on this summary

More on this topic

Customers who read this summary also read

More by category