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From retail banking and credit cards marketing to insurance selling and retirement planning, here's your source for the financial services sector.

Trade Wind Marketing
Aug 1, 2005 12:00 PM, By Ray Schultz
HOW'S THIS FOR A cushy job: director of database marketing for the Caribbean area at a major bank. Don't be fooled: It's not all rum and Coca-Cola for ...
Saving Grace
Jan 1, 2007 12:00 PM, By Beth Negus Viveiros
But why do you want to save? Are you putting away pennies for a sailboat, or to pay your daughter's way through college? Maybe you're dreaming of taking a trip to Italy to see the village where your grandfather was born. All of these reasons are emotional as well as fiscal, a theme HSBC Direct is using for a new series of DRTV ads set to air this month. ...
The Money's on the Web
Jun 1, 2006 12:00 PM, BY RICHARD H. LEVEY
THE NOTORIOUS CRIMINAL Willie Sutton once was asked why he robbed banks. Because that's where the money is, he replied. Welcome to the 21st century, Willie. ...
Quote of the Day
Jan 1, 2006 12:00 PM, BY EDA GALENO
PEOPLE ARE FUNNY ABOUT INVESTMENTS and insurance. It pays to respond quickly when they want a quote. But how do you do that when you have more than 5,500 ...
Trade Wind Marketing
Aug 1, 2005 12:00 PM, By Ray Schultz
HOW'S THIS FOR A cushy job: director of database marketing for the Caribbean area at a major bank. Don't be fooled: It's not all rum and Coca-Cola for ...
News briefs/directmag.com
May 1, 2004 12:00 PM
4/12 Online car marketer AUTOBYTEL INC. acquired iDriveonline Inc., a Houston-based provider of automotive customer loyalty and retention marketing programs, ...
Emotion Can Make a Difference
Mar 1, 2004 12:00 PM, BY RICHARD H. LEVEY
Demographically and geographically, potential targets may appear similar. But purchases often are made from the emotional part of the wallet, according ...
KeyCorp Makes a Statement
Feb 1, 2004 12:00 PM, BY BETH NEGUS VIVEIROS
KeyCorp, a Cleveland bank, will offer consolidated statements to its retail customers this spring. They'll reflect everything from credit card charges ...
Capital One's High-Tech ROI Curve
Jan 1, 2004 12:00 PM, BY RAY SCHULTZ
Are you investing in a new system, or pumping millions into an old one to stay ahead of the technology curve? Stop trying so hard. Instead, sit down and ...
Chicago Bank Chain Tightens Targeting
Jan 1, 2004 12:00 PM, BY RAY SCHULTZ
BankFinancial, a Chicago-area banking chain, was sure that the best prospects for its high-balance checking account were people age 55 and older. That ...
Maintaining Balance
Jan 1, 2004 12:00 PM, BY BETH NEGUS VIVEIROS
Banks can seem cold and impersonal, which isn't the best image when it comes to building relationships. Commerce Bank is using transaction data to try ...
Profiles

Check out these behind the scenes interviews with financial and insurance marketing DM professionals.

Financial Services: Making Change
Jan 1, 2005 12:00 PM, BY BETH NEGUS VIVEIROS
CRM and an enterprisewide database enable MainSource to shift its focus to serving multiple customer needs ...
Waiting for the Boom
May 15, 2004 12:00 PM, BY BETH NEGUS VIVEIROS
Back in the day, people in their 50s and 60s often were resigned to the fact that they were about to enter their golden years. But folks who danced in ...
Full Coverage
Apr 1, 2004 12:00 PM, BY BETH NEGUS VIVEIROS
For those without access to group health insurance, there's a definite desire for coverage. But for those covered though their employer, there's no need. ...
Insuring Diversity
Sep 15, 2004 12:00 PM, BY BETH NEGUS VIVEIROS
African Americans are one of the latest cultural groups that New York Life is reaching out to touch ...



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