Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of ...
2Agenda#BDI1
3#TeamActianceFacebook.com/Joanna.BelbeyLinkedin.com/in/belbey@BelbeyAbout.me/JoannaBelbeyFacebook.com/VMGaxiolaLinkedin.c...
4Compliance10 of 108 of 10Top US BanksTop European BanksDominant in Financial ServicesKey Partners76%2 of 3Global Wealth M...
Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of ...
6Who Do You Trust?Brand Connection70%15%Base: 57,499 US online adults (18+)*Base: 15,654 EU-7 online adults (18+)Source: N...
7• In the USA, Gen Y accounts for $2.4 trillion worth ofpersonal income.• In 2025, Gen Y will account for 46% of personali...
8Social Media Maturity CurvePre-Consideration• No Social Presence• Restrictive social policy• No Social Tools• Need to: id...
9Risks of Using Social Media and Web 2.0Data LeakagePersonal InformationIntellectual PropertyCredit Card,SSNClient Records...
Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of ...
11Principle 1: Strategy“Social Media is a part of themix, not the solution”GARTNER#BDI1
12Principle 2: Personal Brand#BDI1
13Principle 3: Relevant Content#BDI1
14Principle 4: Crowdsource#BDI1
15Principle 5: Education#BDI1
16Principle 6: Analytics#BDI1
17Six Social Principles for SuccessCrowdsource ContentDevelop Personal BrandCreate Integral StrategyMeasure & AnalyzeEduca...
18Close new businessAt a marathon, a supporter, became a client.#BDI1
19Drive customer loyaltyA friend sees an owie,and sendsa cure.#BDI1
20Leverage your connectionsIn a companytown,building anetwork,closes businessfor you.#BDI1
21
22info@actiance.com@Actiance@belbey@VictorGaxiolaActiance Collateral Libraryhttp://actiance.com/resourcesContact Informati...
Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of ...
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Six Principles for Social Success in Financial Services - BDI 5/14/13 Financial Services Collaboration & Content Leadership Forum

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Case Study: Six Principles for Social Success in Financial Services
Whether you’re just getting started or you’re a savvy social marketer, the challenges of rolling out social to teams, whether inwardly or outwardly facing, are somewhat different to those faced by using social media in a corporate marketing environment. This session outlines six key steps that organizations are taking to successfully enable individuals to get social (be they financial advisors, insurance agents, sales people or a wider distributed team), while meeting the demands of the organization.
Presented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc & Victor Gaxiola, Subject Matter Expert - Social Media, Actiance

www.bdionline.com

Published in: Business, Economy & Finance
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Six Principles for Social Success in Financial Services - BDI 5/14/13 Financial Services Collaboration & Content Leadership Forum

  1. 1. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.Six Principles for Social Success inFinancial ServicesJoanna Belbey- Social Media and Compliance SpecialistVictor Gaxiola- Subject Matter Expert, Social Media@belbey @VictorGaxiola #BDI1
  2. 2. 2Agenda#BDI1
  3. 3. 3#TeamActianceFacebook.com/Joanna.BelbeyLinkedin.com/in/belbey@BelbeyAbout.me/JoannaBelbeyFacebook.com/VMGaxiolaLinkedin.com/in/victorgaxiola@VictorGaxiolaAbout.me/VictorGaxiola#BDI1
  4. 4. 4Compliance10 of 108 of 10Top US BanksTop European BanksDominant in Financial ServicesKey Partners76%2 of 3Global Wealth Managers60,000+Finance Professionals on Socialite5 of 5Top Canadian BanksSocialWe are the Market Leader13M+Social Network Connections#BDI1
  5. 5. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.97.09% of people questioned in a survey said theirbuying decisions are influenced by social groups.#BDI1
  6. 6. 6Who Do You Trust?Brand Connection70%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#BDI1
  7. 7. 7• In the USA, Gen Y accounts for $2.4 trillion worth ofpersonal income.• In 2025, Gen Y will account for 46% of personalincome.Source: Javelin Research http://www.stltoday.com/business/local/article_719f49d8-15e6-5c5d-94b7-992ab12d9f97.html?print=1Why is social important to Financial Services?#BDI1
  8. 8. 8Social Media Maturity CurvePre-Consideration• No Social Presence• Restrictive social policy• No Social Tools• Need to: identifyoptions, best practicesEarly Consideration• Small CorporatePresence• Banned/ restrictivepolicy in place• Pilot program forcontent distributionmight be in place• Need to: justifydistributed teamsusageEarly Adopters• Corporate Presence• Acceptable use policy• Social media beingused by distributedteams/advisors• Need to: use social todevelop, strengthenrelationships, for somealso as a sales channelEarly Majority• Corporate presence• Acceptable use policy• Social media usage bydistributed teams• Next step, use social todevelop, strengthenrelationships, for somealso as a sales channel• Previous concerns aboutFINRA and/ or impact ofsocial media overcomeby market acceptanceand demonstrableresults.Integrated#BDI1
  9. 9. 9Risks of Using Social Media and Web 2.0Data LeakagePersonal InformationIntellectual PropertyCredit Card,SSNClient RecordsIncoming ThreatsMalware, SpywareViruses, TrojansInappropriate ContentCompliance & eDiscoverySEC, FINRAHIPAA, FISMASOX, PCI, FSAFRCP- eDiscoveryFERC, NERCUser BehaviorEmployee ProductivityBandwidth ExplosionEvery employee is theface of business#BDI1
  10. 10. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.Six Principles for Social Success inFinancial Services
  11. 11. 11Principle 1: Strategy“Social Media is a part of themix, not the solution”GARTNER#BDI1
  12. 12. 12Principle 2: Personal Brand#BDI1
  13. 13. 13Principle 3: Relevant Content#BDI1
  14. 14. 14Principle 4: Crowdsource#BDI1
  15. 15. 15Principle 5: Education#BDI1
  16. 16. 16Principle 6: Analytics#BDI1
  17. 17. 17Six Social Principles for SuccessCrowdsource ContentDevelop Personal BrandCreate Integral StrategyMeasure & AnalyzeEducate and TrainLeverage Customers#BDI1
  18. 18. 18Close new businessAt a marathon, a supporter, became a client.#BDI1
  19. 19. 19Drive customer loyaltyA friend sees an owie,and sendsa cure.#BDI1
  20. 20. 20Leverage your connectionsIn a companytown,building anetwork,closes businessfor you.#BDI1
  21. 21. 21
  22. 22. 22info@actiance.com@Actiance@belbey@VictorGaxiolaActiance Collateral Libraryhttp://actiance.com/resourcesContact Information#BDI1
  23. 23. Confidential and Proprietary © 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.Joanna BelbeySocial Media and Compliance SpecialistVictor GaxiolaSubject Matter Expert: Social MediaThank youJoin us at Facebook.com/Actiance

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