Making	
  money	
  	
  
(and	
  winning	
  hearts)	
  	
  
through	
  social	
  media	
  
Graham	
  Wall,	
  www.brandwatc...
Common	
  challenges	
  
Social	
  media	
  is	
  growing	
  
So	
  much	
  is	
  irrelevant	
  
It	
  moves	
  fast	
  
Financial	
  services	
  industry	
  has	
  its	
  own	
  challenges	
  
There	
  are	
  trust	
  issues	
  
RegulaDon	
  makes	
  it	
  tough	
  
 
	
  
	
  
How	
  do	
  you	
  scale	
  it?	
   How	
  does	
  it	
  scale?	
  
But	
  there	
  are	
  opportuniDes!	
  
People	
  talk	
  about	
  a	
  lot	
  of	
  stuff	
  
Source:	
  Brandwatch,	
  TwiMer	
  Landscape	
  report,	
  2013	
  
Source:	
  Brandwatch,	
  TwiMer	
  Landscape	
  report,	
  2013	
  
People	
  talk	
  about	
  a	
  lot	
  of	
  stuff	
  
Purchasing	
  conversaDon	
  
Awareness	
  
Research	
  
Comparison	
  
Selec8on	
  
Purchase	
  
Experience	
  
Reten8on	
  
&	
  Loyalty	
  
Word	
  o...
Source:www.facebook.com/permalink.php?story_Uid=10152125391659825&id=572449824	
  
Source:	
  www.lifamilies.com/chat/topic-­‐financial-­‐advisor-­‐-­‐planner-­‐recommendaDons-­‐142891-­‐1.html	
  
Life	
  events	
  
Source:	
  www.expaaorum.com/expats/cyprus-­‐expat-­‐forum-­‐expats-­‐living-­‐cyprus/407329-­‐buying-­‐holiday-­‐home.htm...
Example	
  life	
  event	
  2	
  
Source:www.ohbaby.co.nz/Forum/give-­‐up-­‐work_topic43979.html	
  
Making	
  contact	
  
 
	
  
	
  
How	
  do	
  you	
  scale	
  it?	
  
Scaling?	
  
Scaling	
  for	
  Social/	
  US	
  Retail	
  Bank	
  
Social	
  Data	
  
EducaDon	
  Financial	
  Services	
  
Auto	
  Loa...
Re-­‐cap	
  
Say hello:
@grahamleifwall
www.brandwatch.com
+	
  1	
  708	
  856	
  8597	
  
grahamw@brandwatch.com	
  	
  
Making money (and winning hearts) from social media - BDI 4/24 Wealth Management Social Business Leadership Forum
Making money (and winning hearts) from social media - BDI 4/24 Wealth Management Social Business Leadership Forum
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Making money (and winning hearts) from social media - BDI 4/24 Wealth Management Social Business Leadership Forum

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Presentation: Making money (and winning hearts) from social media
Presented by: Graham Wall, Financial Services Lead, North America, Brandwatch
Conversation on the social web only continues to grow, and with that growth has come unprecedented levels of sharing of personal information by consumers - everything from having babies to paying college tuition and announcing retirement. This presents a huge opportunity for wealth management companies to use social media listening and engagement platforms to find new leads and prospects, grow existing customers, and develop long-term relationships.

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Making money (and winning hearts) from social media - BDI 4/24 Wealth Management Social Business Leadership Forum

  1. 1. Making  money     (and  winning  hearts)     through  social  media   Graham  Wall,  www.brandwatch.com  
  2. 2. Common  challenges  
  3. 3. Social  media  is  growing  
  4. 4. So  much  is  irrelevant  
  5. 5. It  moves  fast  
  6. 6. Financial  services  industry  has  its  own  challenges  
  7. 7. There  are  trust  issues  
  8. 8. RegulaDon  makes  it  tough  
  9. 9.       How  do  you  scale  it?   How  does  it  scale?  
  10. 10. But  there  are  opportuniDes!  
  11. 11. People  talk  about  a  lot  of  stuff   Source:  Brandwatch,  TwiMer  Landscape  report,  2013  
  12. 12. Source:  Brandwatch,  TwiMer  Landscape  report,  2013   People  talk  about  a  lot  of  stuff  
  13. 13. Purchasing  conversaDon  
  14. 14. Awareness   Research   Comparison   Selec8on   Purchase   Experience   Reten8on   &  Loyalty   Word  of   mouth  
  15. 15. Source:www.facebook.com/permalink.php?story_Uid=10152125391659825&id=572449824  
  16. 16. Source:  www.lifamilies.com/chat/topic-­‐financial-­‐advisor-­‐-­‐planner-­‐recommendaDons-­‐142891-­‐1.html  
  17. 17. Life  events  
  18. 18. Source:  www.expaaorum.com/expats/cyprus-­‐expat-­‐forum-­‐expats-­‐living-­‐cyprus/407329-­‐buying-­‐holiday-­‐home.html  
  19. 19. Example  life  event  2   Source:www.ohbaby.co.nz/Forum/give-­‐up-­‐work_topic43979.html  
  20. 20. Making  contact  
  21. 21.       How  do  you  scale  it?   Scaling?  
  22. 22. Scaling  for  Social/  US  Retail  Bank   Social  Data   EducaDon  Financial  Services   Auto  Loans     Credit  Card   Home  Mortgage   ReDrement   PR   Technical  Group   Financial  Advisors     Customer  Care   Analysis   EscalaDon   Triage   Hub  
  23. 23. Re-­‐cap  
  24. 24. Say hello: @grahamleifwall www.brandwatch.com +  1  708  856  8597   grahamw@brandwatch.com    

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