Beyond the Collateral: Resources
The following resources will help broaden the financial services marketer’s perspective. If you have additional recommendations, please comment below.
Chief Marketing Officers
- CMO Thought Leaders: The Rise of the Strategic Marketer Meet 15 Chief Marketing Officers and other marketing leaders who have risen to the challenges of the new millennium. They are the new “growth champions” for their companies, raising the bar of customer-centric strategy and practice. A team of experts from Booz Allen Hamilton and the Association of National Advertisers (ANA) have conducted 15 incisive and revealing interviews with former and current marketing leaders at household-name companies.
- Note to CMO A blog based on the premise: “If you could send a memo to the marketing community and straighten everything out, what would you say?”
Marketing Measurement
Climbing the Learning Curve - Understanding Marketing ROI in Financial Services January 17, 2007 Booz Allen’s Joni Bessler, Ashok Notaney, and Steven Treppo examine ways financial services companies can get a clearer picture of how their marketing initiatives are performing.
Emerging Media
- AdAge Top 150 Media and Marketing Blogs Following a methodology created by Todd Andrlik
- Web 2.0 Poised to Help the Securities Industry Usher in New Paradigm in Technology Usability and User Engagement March 21, 2007 Research from TowerGroup finds that the Web 2.0 movement is poised to dramatically change the software applications used by securities firms, both internally- and externally-facing, by promoting greater collaboration and participation.
- The B2B Web 2.0 Tools Report–June 2007: B2B Marketers Believe in Web 2.0 By Robert Lesser, publisher of LeadGenTools.com, and Paul Dunay of the Buzz Marketing for Technology blog A copy of the survey can be obtained by completing a short online survey.
- What is Web 2.0? Design Patterns and Business Models for the Next Generation of Software The 9/30/2005 article by Tim O’Reilly that’s considered the seminal explanation of Web 2.0.
- A Marketer’s Guide to Web 2.0 A May 10, 2006, iMediaConnection.com article.
Organizations and Web Sites
- ClickZ the largest resource of interactive marketing news, information, commentary, advice, opinion, research, and reference in the world, online or off-.
- Emarketer “The First Place to Look” for market research and trend analysis on Internet, e-business, online marketing, media and emerging technologies. eMarketer aggregates and analyzes information from over 2,800 sources, and brings it together in analyst reports, daily research articles and the most comprehensive database of e-business and online marketing statistics in the world.
- Search Engine Marketing Professional Organization A global non-profit organization serving the search engine marketing industry and marketing professionals engaged in it.
- Web Analytics Association “unites and fosters the interests of industry practitioners, vendors, consultants and educators who use, sell, install, implement, consult, teach or train in the field of web analytics.”

