Confidential and Proprietary © 2013, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of ...
2
Compliance
10 of 10
8 of 10
Top US Banks
Top European Banks
Dominant in Financial Services
Key Partners
76%
2 of 3
Globa...
3
Business Relationships go Back to the Future
4
Who Do We Trust?
70%
15%
Base: 57,499 US online adults (18+)
*Base: 15,654 EU-7 online adults (18+)
Source: North Americ...
5
Why Wealth Should be Social
Base: Advised Social Platform Users; Source: LinkedIn
LinkedIn Topic-
specific
discussion
bo...
6
Why Banking Should be Social
30%
35%
40%
45%
50%
2011 2012
Attrition Rates
13%
10%
5%
8%
12%
Find out more about their p...
20% of enterprises that employ social
Media beyond marketing will lead their industries
in revenue growth by 2015. GARTNER...
8
Social Media Maturity Curve
Pre-Consideration
• No Social Presence
• Restrictive social policy
• No Social Tools
• Need ...
9
Six Social Principles for Success
Crowdsource ContentDevelop Personal BrandCreate Integral Strategy
Measure & AnalyzeEdu...
10
How distributed teams use social effectively
2. Listening
3. Participating
4. Contributing
5. Mining
1. Starting
11
Social Delivers Success
$2M$2M
Current: Retired
401(k)401(k)
One of your connections has a new job.
“Hold on
to your
AA...
12
Further Reading.. and materials
12
• info@actiance.com
• @Actiance, @SarahActiance
Further reading:
• Great Content – f...
Confidential and Proprietary © 2013, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of ...
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Getting True Value from Social Media - BDI 9/26/13 Financial Services Social Business Leadership Forum

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Presentation: Getting True Value from Social Media
Presentation by: Doug Kaminski, Vice President - Western Region & Canada, Actiance, Inc.
You’ll find out
- How 8% of American’s SHARE financial services content on social
- FIVE easy actions your team can take today on social to deliver success
- What firms have seen success and HOW they did it

www.bdionline.com

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Getting True Value from Social Media - BDI 9/26/13 Financial Services Social Business Leadership Forum

  1. 1. Confidential and Proprietary © 2013, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc. Doug Kaminski VP, Western Region & Canada Delivering True Value from Social
  2. 2. 2 Compliance 10 of 10 8 of 10 Top US Banks Top European Banks Dominant in Financial Services Key Partners 76% 2 of 3 Global Wealth Managers 60,000+ Finance Professionals on Socialite 5 of 5 Top Canadian Banks Social We are the Market Leader 13M+ Social Network Connections
  3. 3. 3 Business Relationships go Back to the Future
  4. 4. 4 Who Do We Trust? 70% 15% Base: 57,499 US online adults (18+) *Base: 15,654 EU-7 online adults (18+) Source: North American Technographics® Online Benchmark Survey (Part1), Q2 2012 (US, Canada) *Source: European Technographics® Online Benchmark Survey, Q3 2012 Corporate Brand Personal Brand
  5. 5. 5 Why Wealth Should be Social Base: Advised Social Platform Users; Source: LinkedIn LinkedIn Topic- specific discussion boards Facebook, Google+, and Twitter combined 73% 53% 29% 5 Million investors with $100K+ assets who use social media to research and make financial decisions #FW2012/2013 Those worth over $4 million place about three times as much importance on their wealth manager's blog posts and social networking presence compared to those with less than $500,000. Investors who would interact with their advisor via social media. Investors who do interact with their advisor via social media. 52% 4%.4%.
  6. 6. 6 Why Banking Should be Social 30% 35% 40% 45% 50% 2011 2012 Attrition Rates 13% 10% 5% 8% 12% Find out more about their products and services. Access your account. Share your budget and spending patterns. Share great banking-related offers. Comment on the level of service you’ve received. How Americans Use Social for Banking 63% Seek advice from friends, family, and colleagues
  7. 7. 20% of enterprises that employ social Media beyond marketing will lead their industries in revenue growth by 2015. GARTNER, MAY 2011
  8. 8. 8 Social Media Maturity Curve Pre-Consideration • No Social Presence • Restrictive social policy • No Social Tools • Need to: identify options, best practices Early Consideration • Small Corporate Presence • Banned/ restrictive policy in place • Pilot program for content distribution might be in place • Need to: justify distributed teams usage Early Adopters • Corporate Presence • Acceptable use policy • Social media being used by distributed teams/advisors • Need to: use social to develop, strengthen relationships, for some also as a sales channel Early Majority • Corporate presence • Acceptable use policy • Social media usage by distributed teams • Next step, use social to develop, strengthen relationships, for some also as a sales channel • Previous concerns about FINRA and/ or impact of social media overcome by market acceptance and demonstrable results. I n t e g r a t e d
  9. 9. 9 Six Social Principles for Success Crowdsource ContentDevelop Personal BrandCreate Integral Strategy Measure & AnalyzeEducate and TrainLeverage Customers
  10. 10. 10 How distributed teams use social effectively 2. Listening 3. Participating 4. Contributing 5. Mining 1. Starting
  11. 11. 11 Social Delivers Success $2M$2M Current: Retired 401(k)401(k) One of your connections has a new job. “Hold on to your AAPLs!” “… [The access] provides a real opportunity for our advisors to showcase some of the initiatives they are putting together and to reach a broader audience.” Monique Gravel, managing director and head of Wood Gundy • 200 LinkedIn connections • 159 messages • 33 policies sold “3 new mortgage quotes a month from Facebook”
  12. 12. 12 Further Reading.. and materials 12 • info@actiance.com • @Actiance, @SarahActiance Further reading: • Great Content – fuelling social • Getting started with your Social Media Policy • Measuring Social ROI • FINRA 10-06 and11-39 requirements mapped to Facebook, LinkedIn, and Twitter features
  13. 13. Confidential and Proprietary © 2013, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc. Question Time!
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