Actiance Presentation - BDI 7/26/2011 Social Media Security & Compliance Workshop for Financial Institutions
Social Media: Security and ComplianceWorkshop for Financial InstitutionsSarah Carter, VP Marketing. Actiance, Inc.http://www.linkedin.com/in/sarahlouisecarterTwitter: @SarahActianceEmail: email@example.com 631 6452 (desk)
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
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
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: http://www.linkedin.com/in/sarahlouisecarter My biggest challenge?
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 http://www.stltoday.com/business/local/article_719f49d8-15e6-5c5d-94b7- 992ab12d9f97.html?print=1 Base 26,749 online adults, USA, Source: Forrester Research, June 2011
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
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