Actiance Presentation - BDI 7/26/2011 Social Media Security & Compliance Workshop for Financial Institutions


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Sarah Carter, VP, Marketing, Actiance

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Actiance Presentation - BDI 7/26/2011 Social Media Security & Compliance Workshop for Financial Institutions

  1. 1. Social Media: Security and ComplianceWorkshop for Financial InstitutionsSarah Carter, VP Marketing. Actiance, Inc. @SarahActianceEmail: scarter@actiance.com650 631 6452 (desk)
  2. 2. Agenda Who is Actiance and @SarahActiance? 10 years ago Why Social is Important to us in Financial Services What’s driving Social in Financial Services Who’s doing it right? Who should we be tracking? What’s going on in YOUR firm? Questions to ask Key Requirements to Drive Adoption of Social
  3. 3. Workshop If you were FINRA, what three things would you change with regard to 10-06? 2Confidential and Proprietary © 2011, Actiance, Inc. All rights reserved.
  4. 4. About Actiance Enable the New Internet – 5,000+ Web 2.0 apps, Unified Communications, Social Networks – 100,000 + Social Applications Global operations – USA, EMEA, India, Asia/Pacific Market Leader – 9 of the top Wealth Management Firms – Top 5 Canadian banks – 3 of the top 5 energy companies Broadest Partner Ecosystem – Technology alliances
  5. 5. Why am I presenting to you today? I run social media for Actiance I have a global remit, with varied experience– From driving taxi’s, to taking companies through IPO, to training teams on Social Media, to implementing campaigns, to an officer of the company. I work with financial services customers worldwide on policies, best practice Social Media adoption, engage with the regulators, worldwide My name is Sarah and I’m social. Twitter: @SarahActiance LinkedIn: My biggest challenge?
  6. 6. So why is social important to us in Financial Services? In the USA Gen Y accounts for $2.4 trillion worth of personal income In 2025 Gen Y will account for 46% of personal income Source: Javelin Research 992ab12d9f97.html?print=1 Base 26,749 online adults, USA, Source: Forrester Research, June 2011
  7. 7. What is Driving Social and Financial Services? Sales & Marketing Promotions Advertising Branding HR & Personnel Background checks Recruiting Analysts & Researchers Information exchange Collaboration IT Investigation of security breaches Interns, Colleagues, New Hires.. Collaboration
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  9. 9. On saying that…who’s doing it right? On Facebook? On Twitter? On LinkedIn? Taking it a step further? What about individuals? Financial Advisors who use LinkedIn?10 Confidential and Proprietary © 2011, Actiance, Inc. All rights reserved.
  10. 10. Workshop If you had the power to change Facebook or LinkedIn to help the industry, what would you change?11
  11. 11. So who should we be tracking?12 Confidential and Proprietary © 2011, Actiance, Inc. All rights reserved.
  12. 12. Workshop: Which three firms or businesses would you emulate and why?13
  13. 13. So what’s going on in your own firm? Questions to ask What is the social media policy? Who is on your social media steering committee? How many have a LinkedIn Profile? What about Facebook? Twitter? What are the demographics of your audience? What’s the right network? What’s your biggest concern with Social?14 Confidential and Proprietary © 2011, Actiance, Inc. All rights reserved.
  14. 14. Speeding up the adoption?
  15. 15. Key Requirements: Social Media & Financial Services Content: Distribution of approved corporate content– Simple process to select and post across multiple channels Impact: Analyze and report on content performance– Which content is performing best? How many leads am I generating? Network: Track aggregated engagement across social media– How has my network grown? Which are my most effective channels? Where are my centres of influence? Key Contacts: Consolidated view of updates & interactions– Not all contacts are created equal: focus on life changing events with clients Sales Results: Integrate with backend platforms– How has social media marketing affected my book of business?– Feed activities in social media with backend systems 16
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  30. 30. Workshop What three things would speed up the adoption in your firm or organization? 31Confidential and Proprietary © 2011, Actiance, Inc. All rights reserved.
  31. 31. More Info?www.actiance.comVisit the Actiance Collateral Library at Questions? @SarahActianceEmail: scarter@actiance.com650 631 6452 (desk)
  32. 32. Questions