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How Investment Marketers
Can Get Started on Twitter
February 2015
Ross Hunter I Managing Director Find out more at copylab.co.uk
@CopylabUK
Twitter is… @CopylabUK
@CopylabUK
But… @CopylabUK
Why?
‡ Brandfrog, † Cogent Research
@CopylabUK
Why?
† Cogent Research, ∆ Iress, ∆ Forbes
@CopylabUK
Why?
From Q3 2013 to Q3 2014, consumer engagement
with brand tweets rose by 83% (Simply Measured)
@CopylabUK
@CopylabUK
To Get Started?
@CopylabUK
HOW
Find Your Voice…
• Sober v irreverent
• Strictly business v socially aware
• One-way v conversational
@CopylabUK
PIMCO v American Century – what’s your
preference? @CopylabUK
Inform
Make your audience smarter or
entertained with:
Videos
Infographics
Graphs
Viewpoints
@CopylabUK
Mind your…
They can be a regulatory headache and a social-media turnoff
@CopylabUK
Engage
Timely, relevant engagement builds trust
@CopylabUK
Adjust
Use analytics and monitoring tools to observe, take stock and
refine your content accordingly
@CopylabUK
@CopylabUK
Once again, mind your… @CopylabUK
The FCA Says…
• Any promotional material must be
“fair, clear and not misleading”
• All risks must be stated up front
@CopylabUK
The FCA Says…
Ads can be marked with #ad hashtag
You can save space by putting
disclaimers in hashtags
@CopylabUK
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
What to remember when
preparing to Tweet…
OVERSIGHT:
•Formal guidelines
•Clear but light touch
•Spot check Tweets rather than
having individual sign-off
@CopylabUK
What to remember when
preparing to Tweet…
ARCHIVING:
•Ensure it’s thorough and
effective
•Use existing tools, eg, Hootsuite,
Arkovi, Erado
@CopylabUK
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
What to remember when
preparing to Tweet…
OWNERSHIP:
•Establish clear guidelines for
who “owns” social media
accounts/followers under fund
managers’ individual names
@CopylabUK
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
To discuss your social media
needs…
@CopylabUK
Your key contacts
Ross Hunter –
Managing Director
Edinburgh, Scotland
ross@copylab.co.uk
Stuart Grant –
Commercial Director
London, England
stuart@copylab.co.uk
@CopylabUK

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How Investment Marketers Can Get Started on Twitter

  • 1. How Investment Marketers Can Get Started on Twitter February 2015 Ross Hunter I Managing Director Find out more at copylab.co.uk @CopylabUK
  • 5. Why? ‡ Brandfrog, † Cogent Research @CopylabUK
  • 6. Why? † Cogent Research, ∆ Iress, ∆ Forbes @CopylabUK
  • 7. Why? From Q3 2013 to Q3 2014, consumer engagement with brand tweets rose by 83% (Simply Measured) @CopylabUK
  • 10. Find Your Voice… • Sober v irreverent • Strictly business v socially aware • One-way v conversational @CopylabUK
  • 11. PIMCO v American Century – what’s your preference? @CopylabUK
  • 12.
  • 13. Inform Make your audience smarter or entertained with: Videos Infographics Graphs Viewpoints @CopylabUK
  • 14. Mind your… They can be a regulatory headache and a social-media turnoff @CopylabUK
  • 15. Engage Timely, relevant engagement builds trust @CopylabUK
  • 16. Adjust Use analytics and monitoring tools to observe, take stock and refine your content accordingly @CopylabUK
  • 18. Once again, mind your… @CopylabUK
  • 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
  • 27.
  • 28. To discuss your social media needs… @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

Editor's Notes

  1. Removed the Investment Marketers