For investment marketers prepared to do the legwork, research the field and take sensible measures with compliance, Twitter can be one of the most effective parts of a broader marketing strategy. Here's how you can get started.
19. The FCA Says…
• Any promotional material must be
“fair, clear and not misleading”
• All risks must be stated up front
@CopylabUK
20. The FCA Says…
Ads can be marked with #ad hashtag
You can save space by putting
disclaimers in hashtags
@CopylabUK
21. But rather than ‘Promoting’,
why not Engage?
• Share great content
• Establish your company’s experts as
thought leaders
• Ask (and answer) questions – but not
about specific funds or stocks!
• Build transparent ‘relationships’ with
clients and prospects
@CopylabUK
22. What to remember when
preparing to Tweet…
OVERSIGHT:
•Formal guidelines
•Clear but light touch
•Spot check Tweets rather than
having individual sign-off
@CopylabUK
23. What to remember when
preparing to Tweet…
ARCHIVING:
•Ensure it’s thorough and
effective
•Use existing tools, eg, Hootsuite,
Arkovi, Erado
@CopylabUK
24. What to remember when
preparing to Tweet…
MONITORING:
•Monitor what’s being said
(good and bad) about your
company
•Take complaints offline
•Respond directly to queries
@CopylabUK
25. What to remember when
preparing to Tweet…
OWNERSHIP:
•Establish clear guidelines for
who “owns” social media
accounts/followers under fund
managers’ individual names
@CopylabUK
26. What to remember when
preparing to Tweet…
TRAINING:
•Ensure relevant staff know
guidelines and understand why
they’re important
•Regular updates
•Discussion of key issues
@CopylabUK
29. Your key contacts
Ross Hunter –
Managing Director
Edinburgh, Scotland
ross@copylab.co.uk
Stuart Grant –
Commercial Director
London, England
stuart@copylab.co.uk
@CopylabUK