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  • Listen to recordings:

    FTC's New "Red Flag" Rules for ID Theft Prevention: featuring several speakers from the FTC.  Free to DMA members.  Recorded August 21, 2008.
     

  • DMA’s Member-Online Can-Spam Briefing Available Online; FTC’s New Rules Now in Effect.  That briefing is now available to members by clicking here.

  • OPEN CALL for suggestions/case studies: Insurance (L&H and P&C), Banking, Credit Card, Brokerage, Mortgage/Lending.  Also looking for committees for Research projects, Network events and Awards. Just send an email to Lisa Merizio Smith.

  • DMA08 Financial Services Council Dinner - Mark your calendars for Monday, October 14, 6-8pm at Postrio's at The Venetian. 

  • DMA08 Conference & Exhibition, Oct. 11—16 in Las Vegas, will provide nine leading-edge educational tracks to help marketers strategize and become masters of their craft. Two of those nine tracks — The Acquisition & Prospecting track will explore issues related to data mining, segmentation, demographics, software applications, testing models, response behaviors, and increasing response rates. The Creative Strategy track will explore elements of copy, design, art direction, offers, and format for all marketing channels.

  • 2009 Financial Services Conference is March 23-24 at Eden Roc, Miami Beach, FL.  Look forward to an exceptional learning and networking experience. 

09/08/2008 DMA Comprehensive Email Marketing Strategies San Francisco, CA Register Now!
09/09/2008 Direct Marketing Law in the 21st Century Arlington, VA Register Now!
09/15/2008 DMA Basics of Direct Marketing Cleveland, OH Register Now!
09/16/2008 Crucial Mistakes in Customer Analytics Virtual Seminar Register Now!
09/16/2008 Insert Media Council Luncheon New York, NY Register Now!
09/16/2008 Web Marketing - Design. Navigation. Analytics New York, NY Register Now!
09/22/2008 Direct Marketing Institute New York, NY Register Now!
09/22/2008 Revealing Retail Loyalty in Hot Demographic Segments Virtual Seminar Register Now!
09/23/2008 Mastering the 50+ Marketplace Miami, FL Register Now!
09/23/2008 Statistics & Modeling Chicago, IL Register Now!
09/25/2008 Predicting Customer Behavior New York, NY Register Now!
09/30/2008 International Search Marketing Virtual Seminar Register Now!
10/01/2008 Direct Marketing Institute New Orleans, LA Register Now!
10/02/2008 Loyalty Marketing Workshop New York, NY Register Now!
10/03/2008 What's New, and What's Working, in B-to-B Direct Marketing Virtual Seminar Register Now!
10/11/2008 DMA08 Conference & Exhibition Las Vegas, NV Register Now!
10/21/2008 Copywriting Tools & Techniques Online E-Course Register Now!
10/28/2008 Recession Proof Your Direct Marketing Plan Virtual Seminar Register Now!
11/03/2008 Direct Marketing Math & Finance Chicago, IL Register Now!
11/05/2008 Direct Marketing Institute Chicago, IL Register Now!
11/17/2008 DMA Basics of Direct Marketing Richmond, VA Register Now!
11/18/2008 Using Data To Identify and Reward Customers Virtual Seminar Register Now!
12/01/2008 Secrets of Copywriting New York, NY Register Now!
12/01/2008 Web Marketing - Design. Navigation. Analytics San Francisco, CA Register Now!
12/08/2008 National Center for Database Marketing (NCDM) Orlando, FL Register Now!
12/11/2008 Insert Media Council Roast & Toast Lunch New York, NY Register Now!
12/11/2008 Statistics & Modeling New York, NY Register Now!
01/20/2009 Copywriting Tools & Techniques Online E-Course Register Now!
01/21/2009 Loyalty Marketing Workshop San Francisco, CA Register Now!
01/27/2009 Statistics & Modeling Costa Mesa, CA Register Now!
03/04/2009 Predicting Customer Behavior Chicago, IL Register Now!
03/10/2009 Copywriting Tools & Techniques Online E-course Register Now!
03/22/2009 33rd Annual Financial Services Conference Miami Beach, FL Register Now!
04/16/2009 DMA Basics of Direct Marketing Philadelphia, PA Register Now!
04/21/2009 Mastering the 50+ Marketplace Seminar New York, NY Register Now!
04/27/2009 Direct Marketing Math & Finance Atlanta, GA Register Now!
05/05/2009 Loyalty Marketing Workshop Chicago, IL Register Now!
06/02/2009 Direct Marketing Math & Finance New York, NY Register Now!

The DMA Financial Services Council (FSC) provides information and education venues to help marketers optimize their insurance, brokerage, and banking direct marketing multichannel platforms. FSC members help develop guidelines. best practices, and tools that can be used to fulfill and respect the needs of consumers and effect a positive public perception of the industry.

Financial Services Council Members enjoy:

  • Member-only Calls: Legislative, regulatory, postal updates; facilitated calls by pros on relevant topics;
  • Educational events: virtual and in-person seminars including discounts and speaking opportunities at the Annual Financial Services Conference;
  • Resources including research, case studies, news and DMA Guidelines and Best Practices;
  • Membership Roster: Consult with peers from other search professionals on market trends and tactics. Sign on as a FSC member to view full contact information.
  • Sponsor Packages that include memberships, virtual seminar hosting, columnist space and logo on this site. Call 212.790.1567 for details.
  • Financial Services Direct Marketer of the Year Award

    Maximize your DMA membership and join the Financial Services Council now. To learn more about Council activities, contact us at 212-768-7277.
Resources Links & Tools Advocacy White Papers
Banking Insurance Research Industry Links
Mobile payments to hit $300bn by 2013
From Silicon.com, July 1, 2008

Social Influence Marketing: The New Way to Win Customers
By Dave Friedman, Avenue A / Razorfish from Multichannel Merchant, June 30, 2008

DMA/Solutionary Information Security and Compliance Assessment Tool
DMA Members only

August 15, 2007 Security Breach Notification: Pending Bills and DMA Action
Americans enjoy the most convenient, simple and quick consumer transactions in the world. It is the responsible exchange of consumer data that makes this all possible. When a consumer provides personal information to a business or nonprofit, that organiza

DMA Seeks Balance in Legislation to Protect Use of Social Security Numbers for Legitimate Business Purposes
As Congress continues to seek ways to protect Americans from fraud and identity theft, the Direct Marketing Association (DMA) is asking legislators to adopt a balanced proposal that prohibits the open purchase, sale, and display of Social Security numbers

Study: Call Center Issue Resolution Drives Loyalty, Retention, Satisfaction
Yet one in five customers report their experience with a customer service representative at a call center ends with unresolved problems... From Insurance Journal, July 1, 2008

The John Flieder Fund
Honoring the culmination of a lifetime of achievements in the continual improvement of business practices in direct/interactive marketing, with a focus on providing educators and students leading-edge resources to ensure the perpetuation of talent and bes

Professional Insurance Marketing Association

Society of Actuaries

National Association of Insurance Commissioners (NAIC)

LIMRA - LOMA merged

Privacy
How companies use information we might consider personal is a concern for all of us. Here you will find information to help you as a direct marketer protect the privacy of your customers and meet the ethical and regulatory obligations regarding privacy.

DMA Corporate Responsibility Resource Center

DMA Members Only
Economic Impact Analysis 2008: The Direct Marketing Industry Report (Executive Summary) - July 2008
8 Tips for Selling a Direct Marketing Campaign - June 2008
Deciding to Go International - June 2008
2008 EMail Marketing Strategies - June 2008
DMA Quarterly Business Review - Q1 2008 - May 2008
Membership In the Safe Harbor Program by Data Processors - May 2008
Email Frequency: How Relevancy Tactics Changed The Rules - May 2008
A new model for CRM - May 2008
The Brand Persuasion Wheel - May 2008
The Benefits of Partnering with an Outside Database Firm - March 2008
Marketing Automation and the Enterprise Opportunity - March 2008
Implementing RSS as a Marketing Tool: Delivering content to Drive Leads - March 2008
Where Did My Customer Go? the Problem of Undeliverable-As- Addressed Mail - March 2008
A Strategy for Savings:Postal Optimization and the Future of Direct Mail - March 2008
Making Mail Relevant: The Perception of the Receiver - March 2008
DM ANALYSIS 2007 - March 2008
Quarterly Business Review, Quarter 4, 2007 - February 2008
Web Analytics - A Reporting Approach - February 2008
Digital Marketing Services Transaction Activity: Transforming The Marketing Landscape - February 2008
2008 Direct Mail Format Report - February 2008
Robust Email Intergration Delivers Increased Conversion Rates - January 2008
Increasing Response Rates with 1:1 Campaigns - January 2008
Postal rates have gone up. Now what? - December 2007
What is Address Abbreviation and Why Should I Care? - October 2007
7 Simple Steps to Effective Direct Mail Marketing - October 2007
Do it Yourself Social Media Marketing - October 2007
Doing Business in the Next Life - Second Life. Why Your Business Needs Second Life. - October 2007
Politics, Profits, and Proactive Marketing: Anticipating Spending in the World of B2i. - October 2007
The New Rules of Email Marketing - October 2007
Pushing the Envelope: The Secret to Higher Inserting Productivity - October 2007
DMA Quarterly Business Review - Q3 2007 - October 2007
Seven Deadly Mistakes Multichannel Marketers Make - July 2007
How America Searches: Financial Products and Services - November 2006
Color Preferences of Consumers - October 2005
All White Papers
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