Marketing and sales
In the following pages, you will find the "Best of Efma" on issues regarding the marketing and sales of retail financial services. This is drawn from our publications (studies, reports, magazine) as well as from our events (presentations, discussions) and our knowledge of what is happening where... Our members are most welcome to access for free all documents mentioned in these pages. And everybody is welcome to contribute to these pages by drawing our attention on successful achievments and best practice.
We have choosen to group the different issues according to the following categories which cover methods, tools or markets:
- CRM
- Acquisition and loyalty
- Service and quality
- Sales management
Please click here if you wish to add your contribution or suggest other items.
