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Digitalized finance : : financial capitalism and informational revolution / / by Edemilson Paraná
| Digitalized finance : : financial capitalism and informational revolution / / by Edemilson Paraná |
| Autore | Paraná Edemilson |
| Pubbl/distr/stampa | Boston : , : Brill, , [2018] |
| Descrizione fisica | 1 online resource (190 pages) |
| Disciplina | 332.1068/8 |
| Collana | Studies in critical social sciences |
| Soggetto topico |
Financial services industry - Technological innovations
Financial services industry - Data processing Electronic commerce |
| Soggetto genere / forma | Electronic books. |
| ISBN |
90-04-38392-1
90-04-35242-2 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Front Matter -- Copyright Page -- -- Contents -- About Digitalized Finance -- Preface -- Acknowledgements -- Illustrations -- Abbreviations -- Introduction -- Capitalism at the Beginning of the 21st Century: Globalized Finance -- Technics, Capital and Society: The Material Bases of Technological Development -- Digitalized Finance: Informatization at the Service of Financial Dominance -- Digitalized Finance in the Brazilian Context -- Final Considerations. |
| Record Nr. | UNINA-9910479978303321 |
Paraná Edemilson
|
||
| Boston : , : Brill, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Digitalized finance : : financial capitalism and informational revolution / / by Edemilson Paraná
| Digitalized finance : : financial capitalism and informational revolution / / by Edemilson Paraná |
| Autore | Paraná Edemilson |
| Pubbl/distr/stampa | Boston : , : Brill, , [2018] |
| Descrizione fisica | 1 online resource (190 pages) |
| Disciplina | 332.1068/8 |
| Collana | Studies in critical social sciences |
| Soggetto topico |
Financial services industry - Technological innovations
Financial services industry - Data processing Electronic commerce |
| ISBN |
90-04-38392-1
90-04-35242-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Front Matter -- Copyright Page -- -- Contents -- About Digitalized Finance -- Preface -- Acknowledgements -- Illustrations -- Abbreviations -- Introduction -- Capitalism at the Beginning of the 21st Century: Globalized Finance -- Technics, Capital and Society: The Material Bases of Technological Development -- Digitalized Finance: Informatization at the Service of Financial Dominance -- Digitalized Finance in the Brazilian Context -- Final Considerations. |
| Record Nr. | UNINA-9910795140203321 |
|
Paraná Edemilson
|
||
| Boston : , : Brill, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Digitalized finance : : financial capitalism and informational revolution / / by Edemilson Paraná
| Digitalized finance : : financial capitalism and informational revolution / / by Edemilson Paraná |
| Autore | Paraná Edemilson |
| Pubbl/distr/stampa | Boston : , : Brill, , [2018] |
| Descrizione fisica | 1 online resource (190 pages) |
| Disciplina | 332.1068/8 |
| Collana | Studies in critical social sciences |
| Soggetto topico |
Financial services industry - Technological innovations
Financial services industry - Data processing Electronic commerce |
| ISBN |
90-04-38392-1
90-04-35242-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Front Matter -- Copyright Page -- -- Contents -- About Digitalized Finance -- Preface -- Acknowledgements -- Illustrations -- Abbreviations -- Introduction -- Capitalism at the Beginning of the 21st Century: Globalized Finance -- Technics, Capital and Society: The Material Bases of Technological Development -- Digitalized Finance: Informatization at the Service of Financial Dominance -- Digitalized Finance in the Brazilian Context -- Final Considerations. |
| Record Nr. | UNINA-9910817995903321 |
|
Paraná Edemilson
|
||
| Boston : , : Brill, , [2018] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The financial services marketing handbook [[electronic resource] ] : tactics and techniques that produce results / / Evelyn Ehrlich and Duke Fanelli
| The financial services marketing handbook [[electronic resource] ] : tactics and techniques that produce results / / Evelyn Ehrlich and Duke Fanelli |
| Autore | Ehrlich Evelyn <1950-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : Bloomberg Press, c2012 |
| Descrizione fisica | 1 online resource (xi, 196 pages) |
| Disciplina | 332.1068/8 |
| Altri autori (Persone) | FanelliDuke <1954-> |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial services industry - United States - Marketing
Financial planners - Marketing Customer relations Financial services industry - Computer network resources |
| ISBN |
1-280-67539-X
1-118-53171-X 9786613652324 1-118-22240-7 |
| Classificazione | BUS050020 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
The Financial Services Marketing Handbook: Tactics and Techniques That Produce Results; Contents; Preface; Acknowledgments; Introduction: The Unique Challenges of Marketing Financial Services; Products or Services?; Psychology of Money; Third-Party Relationships; How End Users Select a Financial Services Provider; Legal and Regulatory Constraints; Section One: Strategic Market Planning; Chapter 1: Segmentation; The End of Undifferentiated Markets; Methods of Segmentation; Finding Your Target Segments; Chapter 2: Positioning and Branding; Positioning Strategy and Differentiation
Creating a Distinctive Brand IdentityChapter 3: The Market Plan; Researching Your Plan; The Elements of the Plan; Section Two: Marketing Tactics; Chapter 4: Advertising; Media Selection; The Role of Your Ad Agency; Creating Effective Creative; Measuring Advertising Effectiveness; Chapter 5: Public Relations; Third-Party Endorsement; The Tools of Public Relations; Media Relations; Public Relations for Every Budget; Measurement; Chapter 6: Sponsorship and Event Marketing; What Is the Value of Sponsorships?; Cause Marketing; Activating a Sponsorship Program Measuring the Effectiveness of SponsorshipChapter 7: Interactive Marketing; Techniques and Goals of Direct Methods; E-mail Marketing Considerations; Improving Response Rates; Mobile Marketing; Chapter 8: Social Media Marketing; Social Media Concerns; Effective Social Media Engagement; Social Networks as Marketing Channels; Chapter 9: Personal Selling; Traditional Relationships between Sales and Marketing; Bottom-Up Marketing; Changes in the Sales Distribution Model; Marketing Support Across the Sales Cycle; Chapter 10: Trade Shows and Seminars; Trade Shows; Seminars Chapter 11: Relationship MarketingWhy Customer Retention Matters; Methods of Relationship Building; Loyalty Programs; Conclusion; Appendix: Applying Marketing Principles to Sales Practice; Building Your Plan; Practice Examples; About the Authors; Index |
| Record Nr. | UNINA-9910141310003321 |
|
Ehrlich Evelyn <1950->
|
||
| Hoboken, NJ, : Bloomberg Press, c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The financial services marketing handbook : tactics and techniques that produce results / / Evelyn Ehrlich and Duke Fanelli
| The financial services marketing handbook : tactics and techniques that produce results / / Evelyn Ehrlich and Duke Fanelli |
| Autore | Ehrlich Evelyn <1950-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : Bloomberg Press, c2012 |
| Descrizione fisica | 1 online resource (xi, 196 pages) |
| Disciplina | 332.1068/8 |
| Altri autori (Persone) | FanelliDuke <1954-> |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial services industry - United States - Marketing
Financial planners - Marketing Customer relations Financial services industry - Computer network resources |
| ISBN |
1-280-67539-X
1-118-53171-X 9786613652324 1-118-22240-7 |
| Classificazione | BUS050020 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
The Financial Services Marketing Handbook: Tactics and Techniques That Produce Results; Contents; Preface; Acknowledgments; Introduction: The Unique Challenges of Marketing Financial Services; Products or Services?; Psychology of Money; Third-Party Relationships; How End Users Select a Financial Services Provider; Legal and Regulatory Constraints; Section One: Strategic Market Planning; Chapter 1: Segmentation; The End of Undifferentiated Markets; Methods of Segmentation; Finding Your Target Segments; Chapter 2: Positioning and Branding; Positioning Strategy and Differentiation
Creating a Distinctive Brand IdentityChapter 3: The Market Plan; Researching Your Plan; The Elements of the Plan; Section Two: Marketing Tactics; Chapter 4: Advertising; Media Selection; The Role of Your Ad Agency; Creating Effective Creative; Measuring Advertising Effectiveness; Chapter 5: Public Relations; Third-Party Endorsement; The Tools of Public Relations; Media Relations; Public Relations for Every Budget; Measurement; Chapter 6: Sponsorship and Event Marketing; What Is the Value of Sponsorships?; Cause Marketing; Activating a Sponsorship Program Measuring the Effectiveness of SponsorshipChapter 7: Interactive Marketing; Techniques and Goals of Direct Methods; E-mail Marketing Considerations; Improving Response Rates; Mobile Marketing; Chapter 8: Social Media Marketing; Social Media Concerns; Effective Social Media Engagement; Social Networks as Marketing Channels; Chapter 9: Personal Selling; Traditional Relationships between Sales and Marketing; Bottom-Up Marketing; Changes in the Sales Distribution Model; Marketing Support Across the Sales Cycle; Chapter 10: Trade Shows and Seminars; Trade Shows; Seminars Chapter 11: Relationship MarketingWhy Customer Retention Matters; Methods of Relationship Building; Loyalty Programs; Conclusion; Appendix: Applying Marketing Principles to Sales Practice; Building Your Plan; Practice Examples; About the Authors; Index |
| Record Nr. | UNISA-996205518903316 |
|
Ehrlich Evelyn <1950->
|
||
| Hoboken, NJ, : Bloomberg Press, c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
| ||
The financial services marketing handbook : tactics and techniques that produce results / / Evelyn Ehrlich and Duke Fanelli
| The financial services marketing handbook : tactics and techniques that produce results / / Evelyn Ehrlich and Duke Fanelli |
| Autore | Ehrlich Evelyn <1950-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, NJ, : Bloomberg Press, c2012 |
| Descrizione fisica | 1 online resource (xi, 196 pages) |
| Disciplina | 332.1068/8 |
| Altri autori (Persone) | FanelliDuke <1954-> |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial services industry - United States - Marketing
Financial planners - Marketing Customer relations Financial services industry - Computer network resources |
| ISBN |
1-280-67539-X
1-118-53171-X 9786613652324 1-118-22240-7 |
| Classificazione | BUS050020 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
The Financial Services Marketing Handbook: Tactics and Techniques That Produce Results; Contents; Preface; Acknowledgments; Introduction: The Unique Challenges of Marketing Financial Services; Products or Services?; Psychology of Money; Third-Party Relationships; How End Users Select a Financial Services Provider; Legal and Regulatory Constraints; Section One: Strategic Market Planning; Chapter 1: Segmentation; The End of Undifferentiated Markets; Methods of Segmentation; Finding Your Target Segments; Chapter 2: Positioning and Branding; Positioning Strategy and Differentiation
Creating a Distinctive Brand IdentityChapter 3: The Market Plan; Researching Your Plan; The Elements of the Plan; Section Two: Marketing Tactics; Chapter 4: Advertising; Media Selection; The Role of Your Ad Agency; Creating Effective Creative; Measuring Advertising Effectiveness; Chapter 5: Public Relations; Third-Party Endorsement; The Tools of Public Relations; Media Relations; Public Relations for Every Budget; Measurement; Chapter 6: Sponsorship and Event Marketing; What Is the Value of Sponsorships?; Cause Marketing; Activating a Sponsorship Program Measuring the Effectiveness of SponsorshipChapter 7: Interactive Marketing; Techniques and Goals of Direct Methods; E-mail Marketing Considerations; Improving Response Rates; Mobile Marketing; Chapter 8: Social Media Marketing; Social Media Concerns; Effective Social Media Engagement; Social Networks as Marketing Channels; Chapter 9: Personal Selling; Traditional Relationships between Sales and Marketing; Bottom-Up Marketing; Changes in the Sales Distribution Model; Marketing Support Across the Sales Cycle; Chapter 10: Trade Shows and Seminars; Trade Shows; Seminars Chapter 11: Relationship MarketingWhy Customer Retention Matters; Methods of Relationship Building; Loyalty Programs; Conclusion; Appendix: Applying Marketing Principles to Sales Practice; Building Your Plan; Practice Examples; About the Authors; Index |
| Record Nr. | UNINA-9910820057903321 |
|
Ehrlich Evelyn <1950->
|
||
| Hoboken, NJ, : Bloomberg Press, c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Selling professional and financial services handbook / / Scott Paczosa, Chuck Peruchini
| Selling professional and financial services handbook / / Scott Paczosa, Chuck Peruchini |
| Autore | Paczosa Scott |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , [2014] |
| Descrizione fisica | 1 online resource (191 p.) |
| Disciplina | 332.1068/8 |
| Altri autori (Persone) | PeruchiniChuck |
| Collana | Wiley finance |
| Soggetto topico |
Financial services industry
Strategic planning Selling |
| ISBN |
1-118-72844-0
1-118-72820-3 1-118-72809-2 |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Selling Professional and Financial Services Handbook; Contents; Preface; Acknowledgments; A New Way to Sell; Chapter 1 Changing Times, a New Dimension: The Rock-Ripple Strategy; IT'S ALL ABOUT RECOGNIZING CHANGE; WHAT THE MAN ON THE DOORSTEP DID; SENSE THE WAVE, TRACE THE RIPPLES; THE ROCK-RIPPLE EFFECT; Chapter 2 Fields of Vision, New Relationships: On Being a Guru; WHAT DOESN'T WORK; WHAT DOES; BUILDING GURU STATUS; CREATIVE SOLUTIONS; WHAT'S NEXT?; Chapter 3 Four-Stage Process: Why and How It Works; WHY THE FIRST MOVER WINS; GETTING STARTED, FROM WHEREVER YOU MAY CURRENTLY BE
HOW THE STAGES WORK Stage 1: Identify; Stage 2: Evaluate; Stage 3: Innovate; Stage 4: Deploy; Stage 1: IDENTIFY; Chapter 4 The Identify Stage: What to Look For; THE INDUSTRIAL MINDSET; DEFINING AND THINKING ABOUT WHAT TO LOOK FOR; EXPERIMENTS IN MIND STRETCHING; DRAWING PARALLELS; Chapter 5 The Identify Stage: How to Look Systematically; THE ENTREPRENEURIAL MINDSET; PUTTING YOURSELF IN THE PATH; TAPPING THE INTERNET; TAPPING HUMAN INTELLIGENCE; NARROWING DOWN AND HOMING IN: HOW THE IDENTIFY PROCESS COMES TOGETHER; MOVING ON . . .; Stage 2: EVALUATE Chapter 6 Intro to Evaluation: Basics and the First Step THE PROCESS: FIRST THINGS FIRST; LOST IN SPACE; OTHER POSSIBLE OUTCOMES; NUMBERS VERSUS JUDGMENT; MOVING ON; Chapter 7 Deeper Evaluation; EVALUATION POINTS; GETTING TO "NO"; A NOTE ON STRATEGY VERSUS SALES SKILLS; "YES," PLUS CONTINUOUS IMPROVEMENT; EVERY STEP COUNTS; "YES," PLUS ONE FOR THE PORTFOLIO; Stage 3: INNOVATE; Chapter 8 Innovation and Preparation; WHERE YOU STAND IN THE PROCESS; INNOVATING THE SOLUTION; THE MULTILAYERED BENEFITS OF INNOVATION; INNOVATING THE CAMPAIGN; BUILDING THE PACKAGE FOR THE SALES FORCE BACKGROUND MATERIALSTARGETING; THE MESSAGE AND THE TALK TRACK; THE PROFESSIONAL TEAM AND QUALIFICATIONS; Chapter 9 Top-of-Mind Awareness Tools and Launch; PARALLEL MARKETING EFFORTS FOR PERSISTENT ISSUES; TARGETS, TRACKING, REPORTING; THE LAUNCH CALL; Stage 4: DEPLOY; Chapter 10 Transforming How You Sell: What's New, What Isn't; A GAME PLAN, NOT BASIC COACHING; WHAT YOU ARE SETTING OUT TO DO IN THE DEPLOY STAGE; TRANSFORMATION, NOT A BLITZ; Chapter 11 Steps to Full Deployment; TRACKING, REFINING, AND EXTENDING THE INITIATIVE; WHAT'S NEXT, WHAT'S NEXT? INITIATIVES MAY END, BUT THE PROCESS DOESN'T; BUILDING RELATIONSHIPS WITH CONTENT TOOLS AND EVENTS; SELLING TO BOTH SIDES OF THE CLIENT; ROUNDTABLES AND OTHER "SCALE" OUTREACH EVENTS; KEEP IT SIMPLE; EXTENDING RELATIONSHIPS INTO OTHER INITIATIVES; THE MULTIPLIER EFFECT AND THE SMALL-WORLD EFFECT; INDIRECT SALES: THE ULTIMATE PAYOFF; Chapter 12 Hunting or Farming? It's Both: An Approach for New and Existing Clients; THE DOWNSIDES OF ACCOUNT-CENTRIC FARMING (AND WHY ROCK-RIPPLE IS SUPERIOR); EFFICIENCIES ON THE HUNTING SIDE; WHERE THE DIFFERENCES COME IN; INDIRECT SALES: THE BIG DIFFERENCE Chapter 13 Where to Go from Here |
| Record Nr. | UNINA-9910139014003321 |
|
Paczosa Scott
|
||
| Hoboken, New Jersey : , : Wiley, , [2014] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Selling professional and financial services handbook / / Scott Paczosa, Chuck Peruchini
| Selling professional and financial services handbook / / Scott Paczosa, Chuck Peruchini |
| Autore | Paczosa Scott |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : Wiley, , [2014] |
| Descrizione fisica | 1 online resource (191 p.) |
| Disciplina | 332.1068/8 |
| Altri autori (Persone) | PeruchiniChuck |
| Collana | Wiley finance |
| Soggetto topico |
Financial services industry
Strategic planning Selling |
| ISBN |
1-118-72844-0
1-118-72820-3 1-118-72809-2 |
| Classificazione | BUS027000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Selling Professional and Financial Services Handbook; Contents; Preface; Acknowledgments; A New Way to Sell; Chapter 1 Changing Times, a New Dimension: The Rock-Ripple Strategy; IT'S ALL ABOUT RECOGNIZING CHANGE; WHAT THE MAN ON THE DOORSTEP DID; SENSE THE WAVE, TRACE THE RIPPLES; THE ROCK-RIPPLE EFFECT; Chapter 2 Fields of Vision, New Relationships: On Being a Guru; WHAT DOESN'T WORK; WHAT DOES; BUILDING GURU STATUS; CREATIVE SOLUTIONS; WHAT'S NEXT?; Chapter 3 Four-Stage Process: Why and How It Works; WHY THE FIRST MOVER WINS; GETTING STARTED, FROM WHEREVER YOU MAY CURRENTLY BE
HOW THE STAGES WORK Stage 1: Identify; Stage 2: Evaluate; Stage 3: Innovate; Stage 4: Deploy; Stage 1: IDENTIFY; Chapter 4 The Identify Stage: What to Look For; THE INDUSTRIAL MINDSET; DEFINING AND THINKING ABOUT WHAT TO LOOK FOR; EXPERIMENTS IN MIND STRETCHING; DRAWING PARALLELS; Chapter 5 The Identify Stage: How to Look Systematically; THE ENTREPRENEURIAL MINDSET; PUTTING YOURSELF IN THE PATH; TAPPING THE INTERNET; TAPPING HUMAN INTELLIGENCE; NARROWING DOWN AND HOMING IN: HOW THE IDENTIFY PROCESS COMES TOGETHER; MOVING ON . . .; Stage 2: EVALUATE Chapter 6 Intro to Evaluation: Basics and the First Step THE PROCESS: FIRST THINGS FIRST; LOST IN SPACE; OTHER POSSIBLE OUTCOMES; NUMBERS VERSUS JUDGMENT; MOVING ON; Chapter 7 Deeper Evaluation; EVALUATION POINTS; GETTING TO "NO"; A NOTE ON STRATEGY VERSUS SALES SKILLS; "YES," PLUS CONTINUOUS IMPROVEMENT; EVERY STEP COUNTS; "YES," PLUS ONE FOR THE PORTFOLIO; Stage 3: INNOVATE; Chapter 8 Innovation and Preparation; WHERE YOU STAND IN THE PROCESS; INNOVATING THE SOLUTION; THE MULTILAYERED BENEFITS OF INNOVATION; INNOVATING THE CAMPAIGN; BUILDING THE PACKAGE FOR THE SALES FORCE BACKGROUND MATERIALSTARGETING; THE MESSAGE AND THE TALK TRACK; THE PROFESSIONAL TEAM AND QUALIFICATIONS; Chapter 9 Top-of-Mind Awareness Tools and Launch; PARALLEL MARKETING EFFORTS FOR PERSISTENT ISSUES; TARGETS, TRACKING, REPORTING; THE LAUNCH CALL; Stage 4: DEPLOY; Chapter 10 Transforming How You Sell: What's New, What Isn't; A GAME PLAN, NOT BASIC COACHING; WHAT YOU ARE SETTING OUT TO DO IN THE DEPLOY STAGE; TRANSFORMATION, NOT A BLITZ; Chapter 11 Steps to Full Deployment; TRACKING, REFINING, AND EXTENDING THE INITIATIVE; WHAT'S NEXT, WHAT'S NEXT? INITIATIVES MAY END, BUT THE PROCESS DOESN'T; BUILDING RELATIONSHIPS WITH CONTENT TOOLS AND EVENTS; SELLING TO BOTH SIDES OF THE CLIENT; ROUNDTABLES AND OTHER "SCALE" OUTREACH EVENTS; KEEP IT SIMPLE; EXTENDING RELATIONSHIPS INTO OTHER INITIATIVES; THE MULTIPLIER EFFECT AND THE SMALL-WORLD EFFECT; INDIRECT SALES: THE ULTIMATE PAYOFF; Chapter 12 Hunting or Farming? It's Both: An Approach for New and Existing Clients; THE DOWNSIDES OF ACCOUNT-CENTRIC FARMING (AND WHY ROCK-RIPPLE IS SUPERIOR); EFFICIENCIES ON THE HUNTING SIDE; WHERE THE DIFFERENCES COME IN; INDIRECT SALES: THE BIG DIFFERENCE Chapter 13 Where to Go from Here |
| Record Nr. | UNINA-9910823125503321 |
|
Paczosa Scott
|
||
| Hoboken, New Jersey : , : Wiley, , [2014] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain
| The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain |
| Autore | Openshaw Jennifer |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] |
| Descrizione fisica | 1 online resource (371 p.) |
| Disciplina | 332.1068/8 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial services industry
Investment advisors Social media |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-118-95909-4
1-118-95910-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
The Socially Savvy Advisor: Compliant Social Media for the Financial Industry; Contents; Foreword; Acknowledgments; Introduction; Part One: The New Business Environment; 1. How Is Social Media Changing Investor Behavior?; HOW INVESTORS ARE GETTING SOCIAL; INVESTORS ARE DEMANDING MORE WITH TRANSPARENCY AND REAL-TIME ACCESS; WHAT INVESTORS REALLY WANT: FIND THEIR ADVISORS ON SOCIAL MEDIA; 2. What Are Social Media's Implications for the Financial Industry?; SITTING OUT THE GAME?; FINANCIAL ADVISORY WORLD IN FLUX; FOUR OBSTACLES TO GREATER SOCIAL MEDIA ENGAGEMENT
WHAT DOES THIS MEAN FOR THE INDUSTRY, CEO's, CCO's, AND MARKETERS?WHAT THE FUTURE HOLDS; 3. What Are the Tensions Between Social Media and Regulation?; THREE REASONS WHY ADVISORS FEEL REGULATORS MAKE SOCIAL MEDIA DIFFICULT; WHAT REGULATORS COULD DO TO MAKE SOCIAL MEDIA EASIER; A DEFENSE: POLICIES IN PLACE; THE REAL BARRIER: REGULATORS OR INDUSTRY?; SOME FINAL THOUGHTS; 4. Are the Risks of Using Social Media Worth the Benefits?; SOCIAL MEDIA'S SHIFTING WINDS IN FINANCIAL ADVISORY; FOUR SOCIAL MEDIA RISKS AND SOLUTIONS; Social Endurance; Reputation Impact; Recordkeeping and Advertising Millennial Hiring Risk 5. How Will Social Media Change Our Industry in 10 Years?; GET READY: MORE CHANGE IS COMING; A 10-YEAR LOOK: HOW THE FINANCIAL INDUSTRY WILL CHANGE; EIGHT PREDICTIONS FOR THE NEXT DECADE; 6. What Are the Biggest Social Media Myths?; Part Two: The Regulatory Environment; 7. What Are the Top Challenges Compliance Officers Face?; WHAT CCO's SHOULD KNOW; FIVE KEY CCO CHALLENGES; WHEN TO CALL FOR HELP; 8. What Does FINRA Say about Social Media?; THREE NEW AREAS OF FINRA GUIDANCE; CHOOSING YOUR CONTENT: STATIC VERSUS INTERACTIVE; A FINRA SWEEP OF ADVISOR PRACTICES NEW CYBER SECURITY INITIATIVE 9. What Does the SEC Say about Social Media?; SEVEN NEW GUIDELINES THAT CCO's SHOULD KNOW; TESTING FOR TESTIMONIALS; A LOOSER INTERPRETATION; THREE CLARIFICATIONS ON EARLIER GUIDANCE; 10. What Gets Financial Professionals into Trouble with Social Media?; REMEMBER THE GROUND RULES; REMEMBER: THERE'S RISK; DRAWING LINES BETWEEN BUSINESS AND PERSONAL; FOUR WAYS TO MANAGE SOCIAL MEDIA RISK; KEYS TO HANDLING BAD CONTENT; 11. How Do We Create a Social Media Policy?; FIVE STEPS TO STARTING YOUR POLICY; FIVE POLICY ELEMENTS THE SEC LIKES TO SEE THE THREE ``S's ́ ́ OF A SOCIAL MEDIA POLICY Part Three: Key Playing Fields in Social Media; 12. How Can We Use LinkedIn?; FIRST, WHAT EXACTLY IS LINKED IN?; WHY IS LINKED IN DIFFERENT FROM OTHER SOCIAL NETWORKS?; THREE STEPS TO GETTING STARTED ON LINKED IN; 1. Optimize Your LinkedIn Profile; 2. Build Your Network; 3. Create a LinkedIn Company Page for Your Business; THE PROBLEMATIC ENDORSE FUNCTION; 13. How Can We Use Facebook?; SEVEN WAYS TO START ON FACEBOOK; 14. How Can We Use Twitter?; TWITTER IN FINANCIAL SERVICES; HOW TO GET STARTED WITH TWITTER; WHAT TO TWEET; WHAT NOT TO TWEET 15. How Can We Use YouTube? |
| Record Nr. | UNINA-9910140505803321 |
|
Openshaw Jennifer
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain
| The socially savvy advisor : compliant social media for the financial industry / / Jennifer Openshaw, with Stuart Fross and Amy McIlwain |
| Autore | Openshaw Jennifer |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] |
| Descrizione fisica | 1 online resource (371 p.) |
| Disciplina | 332.1068/8 |
| Collana | Wiley finance series |
| Soggetto topico |
Financial services industry
Investment advisors Social media |
| ISBN |
1-118-95909-4
1-118-95910-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
The Socially Savvy Advisor: Compliant Social Media for the Financial Industry; Contents; Foreword; Acknowledgments; Introduction; Part One: The New Business Environment; 1. How Is Social Media Changing Investor Behavior?; HOW INVESTORS ARE GETTING SOCIAL; INVESTORS ARE DEMANDING MORE WITH TRANSPARENCY AND REAL-TIME ACCESS; WHAT INVESTORS REALLY WANT: FIND THEIR ADVISORS ON SOCIAL MEDIA; 2. What Are Social Media's Implications for the Financial Industry?; SITTING OUT THE GAME?; FINANCIAL ADVISORY WORLD IN FLUX; FOUR OBSTACLES TO GREATER SOCIAL MEDIA ENGAGEMENT
WHAT DOES THIS MEAN FOR THE INDUSTRY, CEO's, CCO's, AND MARKETERS?WHAT THE FUTURE HOLDS; 3. What Are the Tensions Between Social Media and Regulation?; THREE REASONS WHY ADVISORS FEEL REGULATORS MAKE SOCIAL MEDIA DIFFICULT; WHAT REGULATORS COULD DO TO MAKE SOCIAL MEDIA EASIER; A DEFENSE: POLICIES IN PLACE; THE REAL BARRIER: REGULATORS OR INDUSTRY?; SOME FINAL THOUGHTS; 4. Are the Risks of Using Social Media Worth the Benefits?; SOCIAL MEDIA'S SHIFTING WINDS IN FINANCIAL ADVISORY; FOUR SOCIAL MEDIA RISKS AND SOLUTIONS; Social Endurance; Reputation Impact; Recordkeeping and Advertising Millennial Hiring Risk 5. How Will Social Media Change Our Industry in 10 Years?; GET READY: MORE CHANGE IS COMING; A 10-YEAR LOOK: HOW THE FINANCIAL INDUSTRY WILL CHANGE; EIGHT PREDICTIONS FOR THE NEXT DECADE; 6. What Are the Biggest Social Media Myths?; Part Two: The Regulatory Environment; 7. What Are the Top Challenges Compliance Officers Face?; WHAT CCO's SHOULD KNOW; FIVE KEY CCO CHALLENGES; WHEN TO CALL FOR HELP; 8. What Does FINRA Say about Social Media?; THREE NEW AREAS OF FINRA GUIDANCE; CHOOSING YOUR CONTENT: STATIC VERSUS INTERACTIVE; A FINRA SWEEP OF ADVISOR PRACTICES NEW CYBER SECURITY INITIATIVE 9. What Does the SEC Say about Social Media?; SEVEN NEW GUIDELINES THAT CCO's SHOULD KNOW; TESTING FOR TESTIMONIALS; A LOOSER INTERPRETATION; THREE CLARIFICATIONS ON EARLIER GUIDANCE; 10. What Gets Financial Professionals into Trouble with Social Media?; REMEMBER THE GROUND RULES; REMEMBER: THERE'S RISK; DRAWING LINES BETWEEN BUSINESS AND PERSONAL; FOUR WAYS TO MANAGE SOCIAL MEDIA RISK; KEYS TO HANDLING BAD CONTENT; 11. How Do We Create a Social Media Policy?; FIVE STEPS TO STARTING YOUR POLICY; FIVE POLICY ELEMENTS THE SEC LIKES TO SEE THE THREE ``S's ́ ́ OF A SOCIAL MEDIA POLICY Part Three: Key Playing Fields in Social Media; 12. How Can We Use LinkedIn?; FIRST, WHAT EXACTLY IS LINKED IN?; WHY IS LINKED IN DIFFERENT FROM OTHER SOCIAL NETWORKS?; THREE STEPS TO GETTING STARTED ON LINKED IN; 1. Optimize Your LinkedIn Profile; 2. Build Your Network; 3. Create a LinkedIn Company Page for Your Business; THE PROBLEMATIC ENDORSE FUNCTION; 13. How Can We Use Facebook?; SEVEN WAYS TO START ON FACEBOOK; 14. How Can We Use Twitter?; TWITTER IN FINANCIAL SERVICES; HOW TO GET STARTED WITH TWITTER; WHAT TO TWEET; WHAT NOT TO TWEET 15. How Can We Use YouTube? |
| Record Nr. | UNINA-9910812637503321 |
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Openshaw Jennifer
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| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , [2015] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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