Resources Library by ANA

Marketing financial services to the 'unbanked'

More than one in three adults in the United Kingdom, and a majority of working class men and women still have no current/cheque bank account, and while legislation is planned to enable the National Giro and Trustee Savings Banks to increase their...

Catalogue: ESOMAR Congress 1975: Quality In Research

Author: Mervyn Flack

Company: Harris Interactive (Europe)

August 1, 1975

From bancassurance and assurfinance to "all finance"

This paper gives a brief insight into the developments which have led to the “AH Finance” concept. The disappearance of clear-cut boundaries in a number of areas, as well as current technological possibilities have resulted in the...

Catalogue: ESOMAR/EFMA Seminar 1996: Consumer Trends In Banking And Insurance

Authors: Piet Lambrechts, Ton Merks

May 1, 1996

Meta consumption

This reference to Credit Mutuel's Assises has allowed us to grasp at what point the meta-consumer was central, at the heart of the banking debate, of values, of the organisation and of strategy. This notion is not an alibi for the communicator but...

Catalogue: ESOMAR/EFMA Seminar 1996: Consumer Trends In Banking And Insurance

Authors: M. Nussenbaum, A. Souvayre, Catherine Becker

Company: SORGEM IMR

May 1, 1996

New marketing and direct communication

Searching for direct ways to reach the customer is today's trend in the marketing techniques applied by Dutch banks. Cutting out the middleman, relationship building and the ability to anticipate the customer's ever-changing moods are believed to be...

Catalogue: ESOMAR/EMAC Symposium 1996: Research Methodologies For 'The New Marketing'

Author: Mirjam C. Raaijmaakers

November 1, 1996

Bank roles in developing relationships with business customers

This paper discusses a large research project conducted to investigate factors impacting on the relationship between banks and their business clients in Australia. A survey was conducted during February - March 1999 with 276 executives and financial...

Catalogue: Financial Markets In Turbulent Times 1999: Guidance From Marketing Research

Author: Nexhmi Rexha

September 1, 1999

From holistic marketing to holistic customers

This paper shows how two quite disparate banks in culture and outlook - Natwest Bank and the Royal Bank of Scotland - came together and evolved a comprehensive CRM strategy. In doing so it will demonstrate why it is necessary to marry the top-down...

Catalogue: ESOMAR Customer Relationship Management Conference 2002

Authors: Roger Donbavand, Maryan Broadbent

March 17, 2002

Global customer satisfaction monitoring

This paper reviews some of the key issues facing organisations that monitor customer satisfaction on a global basis.In particular, it investigates the banking sector and draws on the experience of global financial institutions in terms of designing a...

Catalogue: ESOMAR Conference on Financial Services 2005

Author: Alison Blair

February 1, 2005

Marketing to women in traditionally male markets

The paper discusses the influence of more non-married women, more working women, more supermarket shopping and a generally increased need to share activities with their husbands, as reasons why women are encroaching into traditionally male markets.

Catalogue: Seminar 1980: Social Change Analysis As A Tool For Strategic Planning And Decision Making

Author: Maggie Stanway

June 18, 1980

Dutch savings bank on their way to a national identity

At present there are 35 wholly independent Spaarbanken in the Netherlands. "Spaarbanken" mean savings banks, but in this case the stress is laid upon the name "Spaarbanken" and therefore we will keep using this name in our paper.) In spite of several...

Catalogue: ESOMAR Congress 1986: Anticipation And Decision Making

Author: Evert W. H. Lammers

June 15, 1986