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 …

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