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  2. Social media in the financial services sector - Wikipedia

    en.wikipedia.org/wiki/Social_media_in_the...

    The financial industry has used information technology since its inception in the 1960s and social media fits in with this ongoing development. Larger, traditional financial firms have integrating social media into their marketing strategies. [1] Companies in the financial sector are subject to strict regulations that include how they use ...

  3. Financial services - Wikipedia

    en.wikipedia.org/wiki/Financial_services

    Change in access to a financial account or services between 2005 and 2014 by country [2]. The term "financial services" became more prevalent in the United States partly as a result of the Gramm–Leach–Bliley Act of the late 1990s, which enabled different types of companies operating in the U.S. financial services industry at that time to merge.

  4. Services marketing - Wikipedia

    en.wikipedia.org/wiki/Services_marketing

    Services marketing is a specialized branch of marketing which emerged as a separate field of study in the early 1980s, following the recognition that the unique characteristics of services required different strategies compared with the marketing of physical goods. Services marketing typically refers to both business to consumer (B2C) and ...

  5. Example: How to Create an Effective Financial Advisor ... - AOL

    www.aol.com/example-create-effective-financial...

    The financial services landscape is vast, and your marketing plan should consider what your competitors bring to the table. Ask yourself who your top three to five competitors are, then look at ...

  6. Primerica - Wikipedia

    en.wikipedia.org/wiki/Primerica

    The company primarily sells term life insurance, [1] as well as other financial services including auto and home insurance, mutual funds, and credit monitoring. [46] [8] In 2010, Primerica was reported to have over 100,000 representatives selling the company's financial products, with individual earnings averaging $5,156 per year. [4]

  7. What Financial Advisors Need to Know About Email Marketing - AOL

    www.aol.com/financial-advisors-know-email...

    Digital marketing is reshaping the way advisors connect with prospective clients. Email marketing is one branch of that and it can be an effective way to communicate with clients while fostering ...

  8. Gramm–Leach–Bliley Act - Wikipedia

    en.wikipedia.org/wiki/Gramm–Leach–Bliley_Act

    Marketing of products or services for the financial institution When the information is deemed legally required. When entering into a financial transaction, the institution providing said transaction must provide the customer a secure room with the ability to close in order to better protect the clients personal information.

  9. Marketing strategy - Wikipedia

    en.wikipedia.org/wiki/Marketing_strategy

    Marketing strategy refers to efforts undertaken by an organization to increase its sales and achieve competitive advantage. [1] In other words, it is the method of advertising a company's products to the public through an established plan through the meticulous planning and organization of ideas, data, and information.