Social Media and Investor Relations Collide


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  • We commissioned a third party organization to undertake some very specific research for us. They conducted 90 minute interviews with some 20 organizations to identify the stage of maturity that they were at when it comes to the enablement of social within the organization. As you can see, there is a continuum of progress in social media.Some firms have no social media presence at all and restrict all access. They may not be monitoring what others are saying about them.Other firms are in the early consideration stage, where they may have some corporate presence, and perhaps have a pilot program in place for their advisors or producers. Then, there are the early adopters, those are the firms who have a corporate presence, a Use Policy in place, plus distributed teams using social media to develop and strengthen relationships. And final the last group we’ve identified, these firms are what we are calling the Early Majority. Their successes and measurable results are overcoming compliance initial concerns. So today, we are going to see if we can help you move to the next level of social media use.
  • Social Media and Investor Relations Collide

    1. 1. Social Media Today presents:Social Media and Investor Relations CollideBrought to you by
    2. 2. How to Participate• Submit your questions in the GotoWebinar presentation window• Follow along and share your thoughts on Twitter at #SMTlive
    3. 3. About the Moderator Robin Fray Carey founded Social Media Today LLC, a media company which brings together many of the world’s best thinkers about business and policy topics, in 2007. Prior to that, she ran her own media consulting company for 16 years, and worked with Time Inc, Newsweek, BusinessWeek and Ziff-Davis. She leads a team that curates web-based content about social media and other topics, speaks frequently about social media and business, and is an advisor to Pivot and Social Week, and to the Society for New Communications Research. She also is a member of the International Rescue Committee’s Board of Overseers and is on the Charlottesville, Virginia local board of the IRC. Follow her: @robincarey
    4. 4. About the PanelVictor Gaxiola is a social media evangelist that specializes in helping regulated firms adopt social media bestpractices to increase online influence and presence. Prior to joining Actiance as a Subject Matter Expert (SME)in social media, Victor owned Red 7 Marketing, a social media consulting firm focused on serving the financialservices industry. He was also an early adopter of social media tools in financial services working as a financialadvisor for six years and co-founder of the Gaxiola Financial Group/. Victor graduated from UCLA with a B.A. inInterpersonal Communication Studies and is active in his local community serving on two non-profit boards.Jaime Fitzgerald is the Founder and President of Fitzgerald Analytics, a next-generation consulting firm that helpsclients identify and unlock opportunities using data, analytics, technology, people, and process. He is a frequentspeaker, writer, and trusted advisor to clients in Financial Services and beyond, known for taking a strategicapproach to technical topics including business intelligence, risk management, customer experience design, socialmedia marketing, and marketing ROI. With his colleagues at Fitzgerald Analytics, Jaime designed the Data toDollars™ methodology and the Data to Dollars Toolkit™, which have been used to unlock hundreds of millions ofdollars in concrete results for the firm’s clients.Jeff Corbin is Chief Executive Officer of KCSA Strategic Communications. Jeff brings more than fifteen years ofintegrated IR, PR and marketing experience to help clients grow their businesses. He has lectured in the U.S. andinternationally on building relationships with Wall Street and is the author of the book, Investor Relations: The Artof Communicating Value (Aspatore Books; May 2004 and February 2011). Most notably, Jeff has developedfinancial communications programs for the American Stock Exchange and dozens of Israeli companies who havetheir primary listings on the NYSE and NASDAQ.
    5. 5. Social Media Maturity Curve Early Majority Early Adopters • Corporate SM presence • Corporate Presence • Social media usage Early Consideration • Acceptable use policy by distributed teams advisors • Some Corporate • Social media being Presence • Acceptable use policy used by distributed • Banned/ restrictive teams/advisors • Next step, use social Pre-Consideration policy in place • Need to: use social to to develop, strengthen relationships, for some • No Social Presence • Pilot program for develop, strengthen also as a sales channel • Restrictive social content distribution relationships, for might be in place some also as a sales • Previous concerns policy channel about FINRA and/ or • No Social Tools • Need to: justify impact of social media distributed teams • Need to: identify overcome by market usage options, best practices acceptance and demonstrable results.© 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.
    6. 6. Social Media Impact on Drivers of Profit: “Beginning with the End in Mind” New Client Acquisition 1. Clients Client Loyalty & Retention 2. Share of Wallet Revenue 3. Pricing Power Profit 4. Marketing / PR / IR 5. Risk Management Cost 6. Cost of Capital
    7. 7. Thanks for Joining Us• This webinar will be available on-demand at Stop by to learn more and share your comments.• Connect with our panelists on Social Media Today using the search function:
    8. 8. Join us July 31st for… Content Marketing and the Social WebRegister here: