This POV is here to provide guidance on how financial and investment management institutions can use social media to drive business relationships in compliance with strict government regulations.
Report produced for GFT by IESE Business School. November 2012. This paper analyze how the financial services sector can use technologies to improve their client engagement and business processes.
Best Practices from the World's Most Social Big BrandsSprinklr
Sprinklr has assembled over 20 of the leading enterprise social practitioners (we call them the “All-Star Team”) from some of the world’s most social brands and put their advice in one eBook.
What you will learn:
- How the biggest, most social brands align teams and functions for impact
- Strategies for successfully being social at scale
- Guidelines for policies, security, and governance
- Insights into metrics and ROI across geographies and divisions
A Collection Of Community Management AdviceMarketwired
A curated collection of answers to several community management questions answered by actual community managers.
Brought to you by Marketwire and TheCommunityManager.com
Lithium whitepaper: Hey, Tech! Get Serious About Social Customer EnlistmentLithium
Learn about the current state social for tech and why social customer enlistment is a game-changer. Learn how to get social customers to co-create value with you with
gamification—done right. Get sustainable social strategies from Lithium.
Report produced for GFT by IESE Business School. November 2012. This paper analyze how the financial services sector can use technologies to improve their client engagement and business processes.
Best Practices from the World's Most Social Big BrandsSprinklr
Sprinklr has assembled over 20 of the leading enterprise social practitioners (we call them the “All-Star Team”) from some of the world’s most social brands and put their advice in one eBook.
What you will learn:
- How the biggest, most social brands align teams and functions for impact
- Strategies for successfully being social at scale
- Guidelines for policies, security, and governance
- Insights into metrics and ROI across geographies and divisions
A Collection Of Community Management AdviceMarketwired
A curated collection of answers to several community management questions answered by actual community managers.
Brought to you by Marketwire and TheCommunityManager.com
Lithium whitepaper: Hey, Tech! Get Serious About Social Customer EnlistmentLithium
Learn about the current state social for tech and why social customer enlistment is a game-changer. Learn how to get social customers to co-create value with you with
gamification—done right. Get sustainable social strategies from Lithium.
Technology management in the age of the customerLithium
Don’t look now, but your company is losing control. Customers are now in the driver’s seat. Learn more by reading this Forrester Report on "Technology Management
In The Age Of The Customer."
2011 was the year of the mobile consumer. Smartphone and tablet penetration grew at a rapid pace and has fundamentally changed the way people live their daily lives and seek information. One of the largest areas of disruptions is in retail; shoppers are packing smartphones and tablets with retailer apps and using them to hunt for bargains, product information, and to find almost everything on their shopping list. The 2011 holiday shopping season witnessed the most aggressive use of mobile technologies by consumers and retailers to date. The problem was that not all retailers had a strategy in place to take advantage of this foreseeable trend.
Five Principles for Storytelling in a Multi-Screening WorldOgilvy Consulting
The increase in multi-screening, coupled with time spent on social channels, means content creation strategies need to evolve. Here are five principles to help you succeed.
[Report] The State of Social Business 2013: The Maturing of Social Media into...Brian Solis
Altimeter Group conducts regular social business surveys to learn how social media is evolving within enterprise organizations. Analysis of survey results between 2010-2013 reveal that social media is extending deeper into organizations and, at the same time, strategies are maturing. What was previously a series of initiatives driven by marketing and PR is now evolving into a social business movement that looks to scale and integrate social across the organization. The following report reveals how businesses are expanding social efforts and investments. As social approaches its first decade of enterprise integration, we still see experimentation in models and approach. There is no one way to become a social business. Instead, social businesses evolve through a series of stages that ultimately align social media strategies with business goals.
Keys to Community Readiness and Growth ReportLeader Networks
In order to help branded online communities understand the critical success factors, Leader Networks and CMX collaborated on this study. The research examines the organizational people, processes, and technology scenarios that fuel existing or future community initiatives. The result is a data-driven portrait of characteristics that can be used to predict the potential business impact of an online community. Based on the trends of communities deemed “very successful,” this portrait offers an inside look at what separates these communities from the pack and provides a strategic and operational model to emulate.
State of Online Branded Communities WebinarComBlu, Inc.
Comblu's third annual study on community and engagement. Get an in-depth understanding on what best practices make branded communities perform. Learn who is leading the pack and why.
Demystifying Social Business Trends for the Insurance IndustryCognizant
We explore how the insurance industry can embrace social media and networking. Far beyond a mere marketing channel, social business in insurance can be used to recruit employees, design products, collaborate, analyze, and much more.
by John Bell, Global Managing Director, Social@Ogilvy.
The following is a plan describing a simple and practical way for business leaders to think about gaining the benefits of social behaviors (and the technologies supporting those behaviors).
In many ways the promise of a ‘social business’ is to get us back to what we care about — people working together to create something of greater value than they could have if they had remained unconnected and apart.
Technology management in the age of the customerLithium
Don’t look now, but your company is losing control. Customers are now in the driver’s seat. Learn more by reading this Forrester Report on "Technology Management
In The Age Of The Customer."
2011 was the year of the mobile consumer. Smartphone and tablet penetration grew at a rapid pace and has fundamentally changed the way people live their daily lives and seek information. One of the largest areas of disruptions is in retail; shoppers are packing smartphones and tablets with retailer apps and using them to hunt for bargains, product information, and to find almost everything on their shopping list. The 2011 holiday shopping season witnessed the most aggressive use of mobile technologies by consumers and retailers to date. The problem was that not all retailers had a strategy in place to take advantage of this foreseeable trend.
Five Principles for Storytelling in a Multi-Screening WorldOgilvy Consulting
The increase in multi-screening, coupled with time spent on social channels, means content creation strategies need to evolve. Here are five principles to help you succeed.
[Report] The State of Social Business 2013: The Maturing of Social Media into...Brian Solis
Altimeter Group conducts regular social business surveys to learn how social media is evolving within enterprise organizations. Analysis of survey results between 2010-2013 reveal that social media is extending deeper into organizations and, at the same time, strategies are maturing. What was previously a series of initiatives driven by marketing and PR is now evolving into a social business movement that looks to scale and integrate social across the organization. The following report reveals how businesses are expanding social efforts and investments. As social approaches its first decade of enterprise integration, we still see experimentation in models and approach. There is no one way to become a social business. Instead, social businesses evolve through a series of stages that ultimately align social media strategies with business goals.
Keys to Community Readiness and Growth ReportLeader Networks
In order to help branded online communities understand the critical success factors, Leader Networks and CMX collaborated on this study. The research examines the organizational people, processes, and technology scenarios that fuel existing or future community initiatives. The result is a data-driven portrait of characteristics that can be used to predict the potential business impact of an online community. Based on the trends of communities deemed “very successful,” this portrait offers an inside look at what separates these communities from the pack and provides a strategic and operational model to emulate.
State of Online Branded Communities WebinarComBlu, Inc.
Comblu's third annual study on community and engagement. Get an in-depth understanding on what best practices make branded communities perform. Learn who is leading the pack and why.
Demystifying Social Business Trends for the Insurance IndustryCognizant
We explore how the insurance industry can embrace social media and networking. Far beyond a mere marketing channel, social business in insurance can be used to recruit employees, design products, collaborate, analyze, and much more.
by John Bell, Global Managing Director, Social@Ogilvy.
The following is a plan describing a simple and practical way for business leaders to think about gaining the benefits of social behaviors (and the technologies supporting those behaviors).
In many ways the promise of a ‘social business’ is to get us back to what we care about — people working together to create something of greater value than they could have if they had remained unconnected and apart.
Best Practices in Financial Services Social Media: What's Trending Now and Wh...Mark Zmarzly
This presentation was a 3.5 hour class delivered in two parts as the 2014 ABA Stonier Graduate School of Banking. It's grown and expanded over the last two years since I first gave it for J.D. Power & Associates Social Media Division. Below are more details:
Best Practices in Financial Services Social Media: What's Trending Now and What WIll the Future Bring?
Banks and Credit Unions large and small are still struggling with how best to use social media to move from awareness to engagement to sales. Through an in-depth analysis of our industry’s attempts to engage consumers, we’ll analyze today’s best trends and how your institution can leverage social media in the future to drive engagement and sales.
Specifically, we’ll look at:
· Great examples of large, multifaceted social media campaigns from institutions around the world.
· What’s working in the US and abroad to drive social engagement in brand, mission, and product sales.
· Why storytelling, voice, and brand all need to come together in a consistent fashion for social media to excel.
· Specific case studies of brands inside and outside of Financial Services that have excelled at using social media to engage and sell.
Content marketing tips for financial marketers. Learn how to become a successful content marketer for your financial institution and drive more sales appointments!
Case Study: How Wealth Managers are Building Business Through Social
Presented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
www.bdionline.com
Social Media for Financial Services CompaniesJoel Book
Keynote presentation delivered at the 2011 LIMRA Social Media Conference for Financial Services by Joel Book, ExactTarget and Bianca Buckridee, SunTrust Bank
http://www.asiadigitalmap.com/ The first in a series of monthly reports about Social Media buzz surrounding the Shanghai Expo. A report jointly produced by Ogilvy PR and CIC Data.
John Bell examines the fundamental shift of social media on consumer behavior – and how adapting to it and profiting from it require an enterprise-level strategy.
Social@ogilvy Google Hummingbird POV - October 2013Ogilvy Consulting
On September 26, 2013, Google announced that it had developed a new search algorithm called Hummingbird. Prior to this, Google hadn’t made a significant change to its search algorithm in 12 years.
This POV briefly summarizes Google’s new Hummingbird search algorithm and provides insight into how brands can use this new tool in their campaigns.
The new search algorithm is in response to two key insights made by Google:
1. More people are searching using whole phrases, rather than two or three words.
2. More people are searching on their mobile devices.
By understanding how Hummingbird works, brands can leverage this new search algorithm to create content that will be relevant to users and appear at the top of the suggested results list.
Social Media for Financial Services Providers: How to Engage with IFAs and F...Philip Calvert
How Financial Services brands: life, pension, investment and protection providers can use Social Media, LinkedIn and conversational marketing to engage with IFAs and financial advisers online.
Contact Philip Calvert for information on conference speaking, in-house training and consultancy for Financial Services and regulated industries.
http://www.philipcalvert.com and http://www.ifalife.com
Content Marketing: Planning Guide for BeginnersJeremy Mason
This is a simple and reusable guide with worksheet templates that can be applied in launching a content marketing strategy. This short slide deck assumes that little or no work has been done to align content with target market profiles or depth in the buyiers journey, conversion cycles or funnel stages.
Social Media Guidelines for Insurance Industry Actiance, Inc.
The overall tone of regulatory guidance is fairly consistent. Firms need to adhere to all recordkeeping and supervisory requirements and have the appropriate processes and policies in place to ensure compliance. Anything short of that may generate negative regulatory scrutiny and possibly risk the reputation of the firm.
Financial Services industry recognizes that social media is a powerful, cost-effective channel to reach new customers and strengthen existing relationships. However, enabling the use of social within a corporate environment also has compliance and security implications.
Case Study: Compliance Considerations in Social Media Initiatives
Presented by: Koa Van (David) Chung, Senior Compliance Officer - Sales and Marketing Practices Compliance, Legal & Compliance Department, ING Investment Management – U.S.
All social media projects in the financial services industry rely heavily on the guidance of in-house compliance staff or outside law firms to provide direction and approval on what can or cannot be implemented based on existing government regulations. This discussion will provide you with some important regulatory considerations and compliance guidance when conceptualizing, designing and implementing your social media-related projects.
www.bdionline.com
Social networking is here to stay, and board members
can’t simply ignore it. For directors to play their
governance role effectively, they need to understand both
the risks and the opportunities social media offers their
organization – and see that they are managed effectively.
Are you a financial advisor wondering if and how you can get involved in social networking? This webinar addresses the compliance and regulatory environment and answers your compliance questions!
Socialite Engage, a social media engagement platform designed specifically for those in the financial services industry. Given the strict rules and federal regulations that govern the financial services sector, Socialite Engage has been built to flexibly manage inbound and outbound content and conversations via popular social media channels such as LinkedIn, Facebook, and Twitter while providing message archiving controls to maintain compliance.
Altimeter Report: Making The Business Case For Enterprise Social NetworkingCharlene Li
In 2011, the US hit a milestone — more than half of all adults visit social networking sites at least once a month. But when it comes to using social-networking technologies inside organizations, many business leaders are at a loss to understand what value can be created from Facebook-like status updates within the enterprise. Some organizations have deployed social-networking features with an initial enthusiastic reception, only to see these early efforts wither to just a few stalwart participants. The problem: Most companies approach enterprise social networks as a technology deployment and fail to understand that the new relationships created by enterprise social networks are the source for value creation. In this first of two reports, Altimeter looks at four ways enterprise social networks create value for organizations.
Similar to Financial Institutions and Social Media (20)
Marketplaces are one of the main online shopping destinations for consumers. Now present in all regions of the world, marketplaces have fundamentally changed the commerce landscape, the way we shop, and how businesses go to market with their products and services. And although marketplaces are based on the same concept of first- and third-party selling, they are vastly different from each other. But how do brands accelerate growth? And what are the requirements for success
The Covid-19 pandemic is now just one of several crises to which we are all adapting. While the world is in various stages of reopening after the first Covid-19 wave, there is no consensus on what the next wave will look like or the severity of its impact. Many were quick to declare that our behaviours and attitudes had been fundamentally and forever shifted by the pandemic and the resulting lockdown. But what has really changed, and what changes will be sustained? How do brands and businesses plan for this uncertain future?
In Conversations That Matter—The Return To Growth in Turbulent Times, our speakers will discuss the challenges to returning to growth facing brands around the world.
With global economic slowdown looming, research shows many organisations are turning to mergers and acquisitions to achieve growth. Consequently, this creates a crucial inflection point for business and brand. It is one of those rare moments where brand rises to the top of the Executive agenda. The stakes are high, and failure to understand the role of brand in M&A is the most common reason for collapse.
Through real-life case studies, in this session we will share a unique approach from Ogilvy Consulting that answers the critical brand and naming questions, and how our approach can impact the long-term ability for an organisation to achieve its objectives.
In a time when consumers have been confined to their homes and social contact has been limited, influence has been pulling to the forefront of our increasingly virtual reality. But now that we are beginning the slow transition out of lockdown, how should brands be preparing to future-proof their influence for a post-COVID-19 world?
Nudgestock 2020 – Necessity is the Mother of ReinventionOgilvy Consulting
Every year, Ogilvy Consulting's Behavioural Science Practice hosts Nudgestock — the world’s largest festival of creativity and behavioural science. Ordinarily, this event is held on the British Seaside (a cunning strategy to help people focus on the day) with approximately 400 in attendance. However this year, as a result of Covid-19, we tried something different...and the results were astonishing.
What's Next: How brands can capture value, mindset and experiences on their o...Ogilvy Consulting
Brands have long considered the value and prospects of selling directly to consumers. In some instances, marketplaces tampered with those considerations providing quick and efficient ways to reach consumers and sell products with a lower level of effort and barriers to entry. While serving a need to some, marketplaces present their own set of challenges that can be solved by going direct leading companies to either diversify their current channel mix by launching their own DTC or shift their strategy to just DTC which has been supercharged by COVID-19.
What's Next: Celebrating Eid in a time of isolationOgilvy Consulting
Join us to celebrate Eid, and understand how 1.8 billion Muslim consumers have adapted for the occasion and the preceding month of Ramadan in an era of isolation.
Focusing on Ogilvy's six baseline Ramadan and Eid trends, we’ll give insights and examples of what changed this year and what important commercial, consumer and D&I strategies brands can learn and apply across their business.
What's Next: Unlocking a powerful corporate culture in turbulent times and be...Ogilvy Consulting
Fast growth, diversification, turbulent times and beyond… when an organisation is at a turning point, its corporate culture is often harmed. This webinar helps leaders and companies to accompany their transformation and make their corporate culture a change accelerator, instead of an obstacle.
Starting with anthropological principles and ending with a bespoke method, the session considers inspiring cases of powerful corporate cultures that bring to life business strategy in the Covid context and beyond - to continue exciting and retaining talent!
What's Next: Now, Next & Beyond - Preparing people to return to the workplaceOgilvy Consulting
Organisations need to be ready to confront the issues concerning a post-COVID–19 workplace. Business guidance and employee sentiment is changing rapidly. But, importantly, how we prepare our people and ensure we have plans in place to work together will be critical for recovery. Join us to explore how businesses can get ready and be best prepared to reintroduce employees to the workplace
What's Next: Rapidly adjusting your customer experience strategy for the "new...Ogilvy Consulting
This week we’ll talk through the customer experience impact of changing customer mindsets and behaviours that have come with COVID-19, introduce the AWARE framework for rapid customer experience strategy modification and talk through some examples of how brands are already adjusting their strategies to meet customers’ current needs.
What's Next: Using technology to engage employees & build businessesOgilvy Consulting
Never before has technology been such an enabler for people and teams as it has since the COVID-19 crisis. While remote working is not new for many organisations, the extent and time is, which businesses are anticipating workforces to be completely virtual. How people engage virtually with each other sits at the heart of business recovery and future business continuity planning.
What you might not know is that at Ogilvy we have a specialist practice dedicated to employee engagement, experience and supporting businesses to get the most out of their people, systems and processes. In this week's webinar, our team draw on their experience delivering programmes through business crisis (shut down and restart), and offer support in how to navigate shocks, high impact events and business change in a sure-footed manner.
What's Next: Health & Wellness - Disruption & Adapting for the ReboundOgilvy Consulting
The COVID-19 crisis is rapidly changing how individuals are managing their health and well-being, approaching life with more gratitude and resilience. Digital health solutions adoption is booming as are some wellness sectors, and will contribute to the emergence of new healthcare models faster than expected.
In this webinar, learn how it will become essential for any healthcare provider to propose compassionate and empathetic care experiences to their clients, leveraging wellness to stay relevant in these turbulent times. Join us to understand some quick wins and envision your post-crisis healthcare shift.
What's Next: Using technology to engage employees and build businessesOgilvy Consulting
Never before has technology been such an enabler for people and teams as it has since the COVID-19 crisis. While remote working is not new for many organisations, the extent and time is, which businesses are anticipating workforces to be completely virtual. How people engage virtually with each other sits at the heart of business recovery and future business continuity planning.
We are currently in the midst of the most disruptive global crisis seen in decades. There is little doubt that the aftermath of COVID-19 will have life-changing impact on societies, political systems and economies. And it will likely be the single-most important catalyst in modern history for changing consumer behaviour and attitudes. This is a defining moment for Brands, and how they react – what they do – will not only impact short-term survival, but more important, the long-term brand health that is critical to future growth.
Our speakers will draw on prior experiences with SARS, the 2008 financial crisis and the current realities in Asia, Europe and the US. In this week’s webinar they will discuss what your brand should be thinking about and how to plot a course through this world-redefining period.
What's Next: The Next Frontier in Automotive Industry Ogilvy Consulting
Between homes and offices most of us spend large amounts of time commuting but a growing awareness of transportation’s ecological impact has triggered a shift towards public and shared transport. Automobiles continue to play a significant role in society, but one that is changing. The entire automotive industry is witnessing massive disruption throughout the value chain.
Digital technology in particular is proving the lever that is shifting the gears of transformation and driving ever more innovative customer experiences. In this session we will understand the major trends driving the automotive industry and how creating and being a part of a pivotal ecosystem experience, is critical for shared success.
What's Next: Social Commerce - from transaction to truly socialOgilvy Consulting
Social is the most important contributor to e-commerce and a social commerce strategy should definitely be more than paid ads on social. Social, Messaging and E-Commerce platforms are all evolving to connect more deeply social interactions to commerce. Looking through the super rich Asia landscape what are all the different types of Social Commerce? How brands can develop, evolve their approach and capitalise on the real value of social.
What's Next: The Role of Brands in the Booming Original Content BusinessOgilvy Consulting
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Join Ogilvy’s Mike McFadden (EVP Digital Transformation) and Rob Davis (Head of Digital, USA) for an in-depth conversation about brand advertising in the fast-growing streaming content space.
Scheduled guests include industry leaders Gayle Troberman (CCO, iHeartMedia), Evan Shapriro (President, National Lampoon), Chris Stefanyk (Head of Partnerships, Wattpad) and Joshua Sinel (Co-Founder/President, Storybooth).
In its 7th edition, the report outlines the most important trends for businesses and consumers in 2020. In this webinar, we will share our recommendations on what clients should do to take action and adapt quickly.
Despite the debates around privacy, disinformation and influencer authenticity; social media continues to fuel our digital lives. The biggest change is how. With ever evolving platforms, trends, and even content types, social is growing increasingly complex and discerning fact from fiction is becoming progressively more difficult. What will be the biggest trends for marketers in 2020? Chris Walts, Social Strategy Lead at Ogilvy UK, and Kanika Bali, Social Strategist at Ogilvy Hong Kong share their insights.
What's Next: Michael Frohlich talks to us about the woes from a CEO during a ...Ogilvy Consulting
In the ever-changing and shifting world of expectations, disruption, and experience; brands are having to face the real challenge of transforming and evolving in an existential crisis against the possibility of becoming inconsequential. In this week’s webinar, we’ll talk about one of the most personal and public transformations in the industry with our very own Ogilvy UK CEO Michael Frohlich.
Michael will talk about the dos and don’ts he learned along the way when transforming a company, but also his observations, on the opportunities and challenges he encountered along the way.
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
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As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
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Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
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It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
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Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
2. 2 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
Table of Contents
The Purpose of this POV 3
What are the FINRA regulations and what do they mean? 4
Third-Party Moderation Partners 6
How are financial institutions currently using social media? 8
Recommendations for activating social networks for financial institutions 12
Resources 13
About Social@Ogilvy 14
3. 3 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
The Purpose of this POV
T
his POV is here to provide guidance rules and regulations from state regulators,
on how financial and investment the SEC and FINRA. These rules require all
management institutions can use activity related to the business to be recorded
social media to drive business relationships and archived, and requires the firm to create
in compliance with strict government defined policies and procedures.
regulations.
There are several software companies that
Summary have developed archival and compliance
solutions for financial institutions. We evaluate
Like other industries, financial firms have some leading providers here, as well as some
been eager to leverage the popularity of social guidance on choosing a provider. Many banks
media to service their business. However, to and investment management firms have
ensure that investors are protected from false already created a social media presence with
or misleading claims and representations, and different objectives and employee roll-out
firms are able to effectively and appropriately plans. We can learn from their experience
supervise their associated persons’ and help firms create the best plan for their
participation in social media sites, the financial organization.
industry is subject to strict communications
4. 4 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
What are the FINRA regulations
and what do they mean?
B
ased on FINRA guidelines from 2010 and 2011, recent rulings by the SEC and
a state regulator’s deficiency letter obtained by Thomson Reuters in May
2012, we have compiled the following summary of what the rules mean for
a financial services firm that wants to participate in social media. Although these
mostly apply to investment firms and brokerages, retail banks that sell securities
also must comply with these rules.
1 Record-keeping. Every firm 2 Suitability (recommendations
that intends to communicate, or to customers) responsibilities.
permit its associated persons NASD Rule 2310 states that the
to communicate, through social person receiving an investment
media sites must first ensure recommendation must be
that it can retain records suitable for it. That means that
of those communications. an untargeted social media post
Firms cannot delete, and or communication that goes
must archive, all social media to a large group (like LinkedIn
activities. There is software connections), must be suitable
available to help with that, for all of them. An important
discussed within. factor in this regard is whether
a particular communication
from a broker-dealer to a
customer reasonably would
be viewed as a “call to action.”
For example, some states have
ruled that “Liking” a brand on
Facebook can be seen as a
recommendation.
5. 5 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
3 Pre-approval of Content. 4 Supervision of social 5 Third-party posts. Social
All static content (such as media sites. Firms are media posts from third
Facebook and LinkedIn required to supervise parties are not considered
profiles) requires interactive communication communications from a
documented pre-approval on social media sites firm unless the firm has
before posting. A static and adopt policies to endorsed or is involved
posting is deemed an stay in compliance with in the preparation of the
“advertisement” under FINRA guidelines. For content. This means that
NASD Rule 2210 and example, firms may adopt firms are not responsible
therefore requires a procedures that require for what others say or
registered principal to principal review of some claim about their products
approve the posting prior or all interactive electronic and services, unless they
to use. Interactive content communications prior to actively involve themselves
(the stream of updates use, or may adopt various with the third-party
to Twitter, LinkedIn, methods of post-use content. Under certain
Facebook wall content and review, including sampling circumstances, however,
other networks) doesn’t and lexicon-based search third-party posts may
need vetting, but must be methodologies. become attributable to the
supervised — sampled firm. Whether third-party
regularly after posting, content is attributable to a
for compliance violations. firm depends on whether
These rules apply to all the firm has (1) involved
content of a business itself in the preparation of
nature, whether from an the content or (2) explicitly
official company account or implicitly endorsed or
or an employee’s own approved the content.
personal account.
6. 6 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
Third-Party Moderation Partners
I
n order to maintain compliance with all 1 What types of archiving and compliance
of these rules and regulations (archives, software is your organization already using
moderation, approved posts), savvy financial for online communications?
services firms are partnering with one of
several Web-based software providers to 2 How many employees need access to the
help automate these required processes. software?
Some vendors support the archiving process,
others focus on compliance, and a few do both 3 What platforms do you need to archive?
(most of these platforms work through proxy
redirect, so will only work when employees 4 Do you also need content library
access these sites from the office – though capabilities?
some are expanding to include coverage from
mobile devices, as well.) Choosing a provider Following is a summary of some top providers.
should be based on several things:
Compliance and Archiving Compliance and Archiving
Works exclusively with financial Archiving Only
companies, which ensures tight
compliance with all new rulings. They
also archive all social media activity
and provide a pre- and post-approval Offers a full service solution for financial
support system. There is an additional firms that need archiving, monitoring,
social media relationship offering that maintaining and surveillance of the
tracks engagement metrics. activities on social media. Arkovi’s
compliance tools also enable the
capture, policy enforcement and pre-
review of LI, TW, and FB with automatic
export to our email archiving partners,
for archiving, supervision, eDiscovery
and audits.
7. 7 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
Compliance only Compliance and Archiving Compliance and Archiving
A compliance and analytics Captures and maintains posts Archiving Only
service provider. The analytics for the five key platforms.
module allows a user to do Clients can also opt for
a deep dive into all social content libraries, and get
platforms, to determine support from any device or Smarsh provides compliance
overall reach and strength of interface. They can capture and archiving tools similar
individual posts. Can set up advisor updates for post- to other platforms. The
pre-approved content, and approval. Hearsay can either difference for them is
there is a lexicon library for retain the data it captures security. They own and
original posts. Rather than or push it out to a client’s maintain all their own servers
archive data, they push the system. Uniquely allows that archive a company’s
records to a firm’s content clients to choose features a la data. They also support posts
management platform. Plus, carte. for Salesforce Chatter, Jive
they have an Android mobile and Yammer, in addition to
application. Facebook, Linkedin, and
Twitter.
8. 8 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
How are financial institutions
currently using social media?
M
any financial services firms have moderated and archived by financial firms,
tested social media activations within and posts must be pre-approved, often in the
the FINRA guidelines, with some form of a content library for employees to
success. There have been two approaches choose from, some firms are able to attribute
that firms have embraced: (1) brand-led and some business success from social media
(2) employee-led. And many firms are testing engagement.
the waters of both. Because brokers/advisors
are the sales generators and often the face Morgan Stanley Smith Barney has been slowly
of a firm, activating their networks can be rolling out access to Twitter and LinkedIn,
more beneficial than a corporate-voiced using the Socialware platform to provide pre-
social platform. However, having multiple approved posts. Many pre-approved posts
touch points opens up exposure to risk and include links to original content found on the
compliance issues, and therefore, may not corporate website, or public content from
be the best way of beginning a social media other financial news provider sites. All brokers
program for a firm. Although all profiles on use the letters MSSB in their Twitter handle,
Facebook, LinkedIn and Twitter are required branded wallpaper
to be and link to their profile
pages on the Morgan
Stanley website.
They use previously
approved language on
their LinkedIn pages
after a personal
summary.
9. 9 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
Have you gained new clients
through engagement on LinkedIn?
Corresponding gain in assets under
management from new clients
Less than $500K
42%
NO
38% $500 to $999
YES
62% 20%
$1M to $4.9M
20%
More than $5M
32%
12%
Source: LinkedIn, 2012
The consensus so far in Morgan Stanley is that Like Morgan Stanley, Goldman Sachs has
Twitter is helping brokers stay connected to steered clear of Facebook activity on behalf of
their clients with newsworthy and informative the brand. This is likely due to the challenge
updates, but they are having more business of managing negative comments posted to the
luck with LinkedIn ,where one agent reported wall. Goldman Sachs has instead branched out
bringing in over $10MM worth of business, to use YouTube to reach their target audience
due to connections leading to conversations. on a social platform. However, they do not
This is supported with research done by allow comments on their videos, therefore
LinkedIn, showing more than 60% of financial eliminating the social engagement. The videos
consultants were using the platform to find do remain shareable. Goldman Sachs also
new prospects. uses Twitter (they launched in May 2012) and
a company page on LinkedIn. Their social
media goals are more about building thought
leadership and brand visibility (based on their
Social Media Manager job posting).
10. 10 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
One investment brokerage that maintains an Several banks, like Deutsche Bank and Wells
active presence on Facebook is Vanguard, Fargo, also engage with social media. Wells
which was the first brand to lead the way Fargo has allowed some mortgage bankers
in social media in 2010, just as the SEC and to have Facebook pages to communicate with
FINRA released their guidelines. However, homeowners. Other banks, like Deutshe Bank,
their Facebook page does have some negative have identified leaders to be the voice of the
comments on the small section of the brand in social media. All of these selected
Timeline designated for external wall posts. people are using pre-approved posts, and
A Vanguard representative usually responds following strict social media policies per the
with a comment to help solve the problems FINRA guidelines.
regarding issues with funds or process, but
specific investment complaints are left without
a response.
11. 11 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
Social@Ogilvy has worked with Citizen’s Another option to engage socially without
Bank to create those pre-approved posts using social platforms like Twitter or LinkedIn
that the compliance team approves. We used is to create an Influencer Network to help
a risk response matrix to identify strategic extend the reach of a message online, or to
opportunities for the brand to join the provide feedback to the financial institution.
conversation, and defined the best ways to do Social@Ogilvy helped TDAmeritrade do just
that. that when they were launching their Investools
products. Using our Influencer Relationship
Management process, we created a network of
online influencers that actively blogged about
the financial industry, to help TDAmeritrade
create their online tools offering.
12. 12 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
Recommendations for activating
social networks for financial
institutions
W
e believe that there is a huge 3 Develop a social media strategy with
opportunity for financial services defined and measurable goals to
to use social media to help grow demonstrate the impact on the business;
their businesses through a strategic use of it’s not just about launching a Twitter page.
engagement tactics, while remaining within
all government regulations. The following are 4 Create a pre-approved content library to
key steps to creating a social presence for your activate in social channels (if applicable).
brand: Then, develop a process to keep it relevant
with timely updates.
1 Develop detailed enterprise-wide social
media policies and guidelines. Then, 5 Support the program with a detailed
develop a training program to ensure that moderation plan to ensure compliance for
all employees are aware of the policies in all employees across all platforms.
place and the reasons why.
Want to get started immediately? Contact your
2 Choose an archiving partner to meet Ogilvy partner representative for additional
FINRA and SEC retention guidelines for details, project management schedules and
eDiscovery. Social@Ogilvy can help you executing a scope of work.
choose the best one for your social media
plans and your organization size.
13. 13 HOW FINANCIAL INSTITUTIONS CAN USE SOCIAL MEDIA
OCTOBER 2012
Resources
www.socialturns.com Dealbook/New York Times Online, On Wall St.,
Keeping a Tight Rein on Twitter, W. Alden, Mar
Harvard Business Review: Online, Social Media 21, 2012
Compliance Isn’t Fun, But It’s Necessary http://dealbook.nytimes.com/2012/03/21/on-
R. Holmes, Aug 23, 2012 http://blogs.hbr.org/ wall-st-keeping-a-tight-rein-on-twitter/
cs/2012/08/social_media_compliance_isnt.
html FTI Consulting, http://www.fticonsulting.
com/global2/media/collateral/united-states/
BankTech.com, Creating a FINRA-Friendly financial-advisors-use-of-social-media-
Social Media Plan, S. Opplinger, Mar moves-from-early-adoption-to-mainstream.
27, 2012 http://www.banktech.com/ pdf
channels/creating-a-finra-friendly-social-
media-p/232700252 Fourth Source: Why the financial sector has
turned its back on social media marketing, A.
http://finra.org Cooper, Aug 2, 2012
http://www.finra.org/Industry/Regulation/ http://www.fourthsource.com/social-media/
Notices/2010/P120760 why-financial-sector-turned-back-social-
http://www.finra.org/web/groups/ media-marketing-10018
industry/@ip/@reg/@notice/documents/
notices/p120779.pdf WealthManagement.com, Got the Social
http://www.finra.org/web/groups/ Media Spins? Help Is On The Way, L. Barack,
industry/@ip/@reg/@notice/documents/ Feb 2, 2012 http://wealthmanagement.com/
notices/p124186.pdf resources-amp-community/got-social-
media-spins-help-way
Thomson Reuters Online: State regulator’s
deficiency letter offers clues for social- http://www.securitiesarbitrationlawblog.
media policies, J. Wallace, May 29, 2012 com/?p=60
http://newsandinsight.thomsonreuters.
com/Securities/Insight/2012/05_-_May/
State_regulator_s_deficiency_letter_offers_
clues_for_social-media_policies/
14. About Social@Ogilvy
S
ocial@Ogilvy is the largest social media marketing communications
network in the world. Named 2011 Global Digital/Social
Consultancy of the Year by The Holmes Report, the practice
leverages social media expertise across all Ogilvy Mather disciplines,
offering an extensive list of services within the foundational business
solutions – Listening and Analytics; Social Business Solutions; Social
Media Marketing and Communications; Social Shopping; Social CRM;
Social Care; and Conversation Impact.
For more information, visit social.ogilvy.com and connect with
us at www.facebook.com/socialogilvy, www.twitter.com/
socialogilvy, www.slideshare.com/socialogilvy.
Contact: melanie.taylor@ogilvy.com and john.bell@ogilvy.com