National Bank of Canada leveraged LinkedIn Sales Navigator to help their wholesalers connect with new investment advisors and differentiate themselves in a competitive industry. By providing their wholesalers training on using LinkedIn through a curriculum developed by an executive education firm, NBC saw a 400% return on investment within 10 months. Over 3 months, NBC wholesalers held over 250 meetings with more than 500 advisors. Through their digital transformation strategy using LinkedIn, NBC has positioned itself as an innovative leader in the financial services industry.
Challenge - The ability for a wholesaler to differentiate from another is challenging, especially when pre-existing relationships with investment advisors have already been established. Barriers to entry are high as Investment Advisors only do business with 2 or 3 wholesalers.
Solution - National Bank of Canada (NBC) leveraged LinkedIn Sales Navigator in combination with a curriculum developed by Servo Annex (executive education firm) to position their Wholesalers as thought-leaders and reach new Investment Advisors with training on increasing business results through LinkedIn.
Results - Clear increases in sales for NBC Wholesalers and elevated social media profiles for Investment Advisors who received LinkedIn training. In combination with the educational curriculum, the results from this digital initiative exceeded expectations by generating over 400% return on investment to NBC within the first 10 months.
Over 3 months NBC wholesalers held more than 250 meetings with over 500 investment advisors where training was provided on how LinkedIn could be used within the financial services industry. By strategically leveraging digital and social media through platforms such as LinkedIn, NBC has positioned itself as an innovative leader in the financial services industry and positioned NBC wholesalers as sought-after experts.
Case Study about Reconverse on LinkedIn: Raising awareness for a new business with Company Pages
Visit marketing.linkedin.com for more success stories.
What Content Do Tech Professionals Prefer? [Infographic]LinkedIn
Dive into the personas of the technology audience and how to achieve content effectiveness with this cohort. Explore:
- What content motivates technology professionals
- Who they share content with and look to for thought leadership
- The types of content are key to cultivating interest
- What media is most engaging and effective
Challenge - The ability for a wholesaler to differentiate from another is challenging, especially when pre-existing relationships with investment advisors have already been established. Barriers to entry are high as Investment Advisors only do business with 2 or 3 wholesalers.
Solution - National Bank of Canada (NBC) leveraged LinkedIn Sales Navigator in combination with a curriculum developed by Servo Annex (executive education firm) to position their Wholesalers as thought-leaders and reach new Investment Advisors with training on increasing business results through LinkedIn.
Results - Clear increases in sales for NBC Wholesalers and elevated social media profiles for Investment Advisors who received LinkedIn training. In combination with the educational curriculum, the results from this digital initiative exceeded expectations by generating over 400% return on investment to NBC within the first 10 months.
Over 3 months NBC wholesalers held more than 250 meetings with over 500 investment advisors where training was provided on how LinkedIn could be used within the financial services industry. By strategically leveraging digital and social media through platforms such as LinkedIn, NBC has positioned itself as an innovative leader in the financial services industry and positioned NBC wholesalers as sought-after experts.
Case Study about Reconverse on LinkedIn: Raising awareness for a new business with Company Pages
Visit marketing.linkedin.com for more success stories.
What Content Do Tech Professionals Prefer? [Infographic]LinkedIn
Dive into the personas of the technology audience and how to achieve content effectiveness with this cohort. Explore:
- What content motivates technology professionals
- Who they share content with and look to for thought leadership
- The types of content are key to cultivating interest
- What media is most engaging and effective
LinkedIn Financial Services Webinar Part 3 - 6-26-12LinkedIn
This deck gives a deeper understanding of how financial advisors can leverage social media, and how various types of advisors achieved success despite the challenges presented by company compliance policies, based on research by LinkedIn and FTI Consulting. By Emily Friedman, LinkedIn; Neil Benedict, FTI Consulting; and Davis Janowski, InvestmentNews.
LinkedIn Financial Services Webinar Part 2 - 6-19-12LinkedIn
High Net Worth Investors Pt. 2 - Leveraging Social Media to Reach Affluent Investors.
This deck gives insights and best practices for reaching affluent investors with social media, based on new research from LinkedIn and Cogent Research. By Marie Rice, Cogent Research and Eileen Loustau, BlackRock, Inc.
Webinar Presentation: Influencing IT Decisions with SocialLinkedIn
B2B IT buyers are flocking to social networks to help inform purchase decisions and validate information from other sources. In fact, 85% now use social networks for business purposes. As an IT marketer, how do you adapt to this changing digital landscape?
This webinar from February 2013 presented results from a study commissioned by LinkedIn and conducted by Forrester Consulting Group and Research Now.
We also revealed:
• Why and how IT decision makers use social networks
• Which social platforms are most valuable
• How IT marketers like HP have leveraged social to influence decision makers
• Best practices for IT marketers to leverage social in their marketing mix
This is a presentation put togeher from a recent Talent Branding Workshop we held for our retail clients which include insights on the retail market and how to attract talent.
Wealth Management: Traveling the Social Street to Influence Minds and Investm...Cognizant
By developing a comprehensive social media strategy, wealth management firms can leverage various platforms such as LinkedIn, Facebook, YouTube and Twitter to build their brand, engage and educate customers, and create client networks to drive business while ensuring regulatory compliance.
Forward thinking organizations understand that social business is so much more than a marketing campaign, however many struggle with finding the starting line for ways to bring social business into their organization. This presentation take executives through a structured approach for developing social business initiative from concept to pilot, including ROI measures. Mini-case studies help bring concepts to life.
A LinkedIn and Forrester report exploring the path to purchase for enterprise decision makers and how they leverage social media and content to arrive at purchase decision.
Competing in Economic Development? Use BenchmarkingAtlas Integrated
As economic developers, each one of us is interested in what our peers are doing. The most admired EDOs always seem to be doing things a little bit differently, a little bit better. During this webinar, we will show you how certain communities are taking the time to find new, meaningful ways to measure their impact, adjust their tactics, and play on an entirely different level. Find out who the highest performing economic development organizations in the country are and what they are doing to stay on top.
How Thought Leadership Impacts Demand GenerationLinkedIn
What makes thought leadership valuable and how does that translate into measurable business impact? New research from LinkedIn and Edelman provide definitive answers for B2B marketers.
Many of us intuitively know that thought leadership is valuable, but how valuable is it, and at what stages of the buying journey does it deliver impactful results?
Kelly Kyer, Global Director, Technology Vertical Marketing at LinkedIn and Phil Gomes, SVP of U.S. B2B Digital at Edelman explore these questions, and:
-- Dive into key findings from our latest research surveying 1,300 business decision-makers and C-suite executives on how thought leadership influences their own purchase behavior.
-- Present compelling data that justifies the value of thought leadership, especially when marketers today underestimate its value to the bottom line.
-- Propose how to take action and craft compelling content that keeps clients and prospects aware of industry trends.
How to Engage Affluent Investors on Social MediaLinkedIn Canada
Why are finance companies increasingly turning to social media to connect with affluent investors? Because the number of HNW individuals in Canada rose 6.5% to a record 298,000 people last year. Of this demographic, 46% already use LinkedIn for financial purposes – indicating that there is an engaged audience on the platform. This presents a clear opportunity for the financial services industry to target HNW individuals when marketing on social media, specifically on LinkedIn.
Compared to the average online adult, LinkedIn members spend more on electronics and are more likely to value quality over price. And the most enthusiastic tech consumers, the indulgent techies, are highly engaged on LinkedIn.
Find out how to reach this influential audience as we reveal our latest Consumer Electronics research with Ipsos.
You'll find answers to questions such as:
- What factors drive their electronics purchase decisions?
- How does their mindset differ on LinkedIn, Facebook, and Twitter?
- What does it take to convince indulgent techies to switch brands?
Live Webinar: Rethink Financial Thought Leadership: How to Crack the Activati...LinkedIn
A panel of financial marketers and content experts share how they bridge the ‘engagement gap’ and turn original thinking into a catalyst for action. You'll learn:
- Which media channels and formats are the most effective?
- How to generate high value conversations in the front line
- The importance of interactivity
The Link to Your Tech Customers: By the NumbersLinkedIn
An effective technology marketing strategy is complex, regardless if you’re in PR, content development, events, brand or lead generation. And, at the end of the day, success depends upon a deep understanding of your customer and their content needs.
With over 13 million technology-minded professionals engaged on LinkedIn, we’ve taken a detailed look at the target audiences that matter most to technology marketers. Answering questions such as:
• What industries do they hail from?
• What are their business functions?
• What content do they look for most frequently?
• What groups are they active in?
We hope our original data will open up a few fresh perspectives!
LinkedIn Financial Services Webinar Part 3 - 6-26-12LinkedIn
This deck gives a deeper understanding of how financial advisors can leverage social media, and how various types of advisors achieved success despite the challenges presented by company compliance policies, based on research by LinkedIn and FTI Consulting. By Emily Friedman, LinkedIn; Neil Benedict, FTI Consulting; and Davis Janowski, InvestmentNews.
LinkedIn Financial Services Webinar Part 2 - 6-19-12LinkedIn
High Net Worth Investors Pt. 2 - Leveraging Social Media to Reach Affluent Investors.
This deck gives insights and best practices for reaching affluent investors with social media, based on new research from LinkedIn and Cogent Research. By Marie Rice, Cogent Research and Eileen Loustau, BlackRock, Inc.
Webinar Presentation: Influencing IT Decisions with SocialLinkedIn
B2B IT buyers are flocking to social networks to help inform purchase decisions and validate information from other sources. In fact, 85% now use social networks for business purposes. As an IT marketer, how do you adapt to this changing digital landscape?
This webinar from February 2013 presented results from a study commissioned by LinkedIn and conducted by Forrester Consulting Group and Research Now.
We also revealed:
• Why and how IT decision makers use social networks
• Which social platforms are most valuable
• How IT marketers like HP have leveraged social to influence decision makers
• Best practices for IT marketers to leverage social in their marketing mix
This is a presentation put togeher from a recent Talent Branding Workshop we held for our retail clients which include insights on the retail market and how to attract talent.
Wealth Management: Traveling the Social Street to Influence Minds and Investm...Cognizant
By developing a comprehensive social media strategy, wealth management firms can leverage various platforms such as LinkedIn, Facebook, YouTube and Twitter to build their brand, engage and educate customers, and create client networks to drive business while ensuring regulatory compliance.
Forward thinking organizations understand that social business is so much more than a marketing campaign, however many struggle with finding the starting line for ways to bring social business into their organization. This presentation take executives through a structured approach for developing social business initiative from concept to pilot, including ROI measures. Mini-case studies help bring concepts to life.
A LinkedIn and Forrester report exploring the path to purchase for enterprise decision makers and how they leverage social media and content to arrive at purchase decision.
Competing in Economic Development? Use BenchmarkingAtlas Integrated
As economic developers, each one of us is interested in what our peers are doing. The most admired EDOs always seem to be doing things a little bit differently, a little bit better. During this webinar, we will show you how certain communities are taking the time to find new, meaningful ways to measure their impact, adjust their tactics, and play on an entirely different level. Find out who the highest performing economic development organizations in the country are and what they are doing to stay on top.
How Thought Leadership Impacts Demand GenerationLinkedIn
What makes thought leadership valuable and how does that translate into measurable business impact? New research from LinkedIn and Edelman provide definitive answers for B2B marketers.
Many of us intuitively know that thought leadership is valuable, but how valuable is it, and at what stages of the buying journey does it deliver impactful results?
Kelly Kyer, Global Director, Technology Vertical Marketing at LinkedIn and Phil Gomes, SVP of U.S. B2B Digital at Edelman explore these questions, and:
-- Dive into key findings from our latest research surveying 1,300 business decision-makers and C-suite executives on how thought leadership influences their own purchase behavior.
-- Present compelling data that justifies the value of thought leadership, especially when marketers today underestimate its value to the bottom line.
-- Propose how to take action and craft compelling content that keeps clients and prospects aware of industry trends.
How to Engage Affluent Investors on Social MediaLinkedIn Canada
Why are finance companies increasingly turning to social media to connect with affluent investors? Because the number of HNW individuals in Canada rose 6.5% to a record 298,000 people last year. Of this demographic, 46% already use LinkedIn for financial purposes – indicating that there is an engaged audience on the platform. This presents a clear opportunity for the financial services industry to target HNW individuals when marketing on social media, specifically on LinkedIn.
Compared to the average online adult, LinkedIn members spend more on electronics and are more likely to value quality over price. And the most enthusiastic tech consumers, the indulgent techies, are highly engaged on LinkedIn.
Find out how to reach this influential audience as we reveal our latest Consumer Electronics research with Ipsos.
You'll find answers to questions such as:
- What factors drive their electronics purchase decisions?
- How does their mindset differ on LinkedIn, Facebook, and Twitter?
- What does it take to convince indulgent techies to switch brands?
Live Webinar: Rethink Financial Thought Leadership: How to Crack the Activati...LinkedIn
A panel of financial marketers and content experts share how they bridge the ‘engagement gap’ and turn original thinking into a catalyst for action. You'll learn:
- Which media channels and formats are the most effective?
- How to generate high value conversations in the front line
- The importance of interactivity
The Link to Your Tech Customers: By the NumbersLinkedIn
An effective technology marketing strategy is complex, regardless if you’re in PR, content development, events, brand or lead generation. And, at the end of the day, success depends upon a deep understanding of your customer and their content needs.
With over 13 million technology-minded professionals engaged on LinkedIn, we’ve taken a detailed look at the target audiences that matter most to technology marketers. Answering questions such as:
• What industries do they hail from?
• What are their business functions?
• What content do they look for most frequently?
• What groups are they active in?
We hope our original data will open up a few fresh perspectives!
General Physical Preparedness (LR Health & Fitness Meetup)Jordan Carlisle
This presentation covers the basic concepts for how people should think about their physical preparedness. It doesn't matter if you're a high-performing athlete or an average person. breaking down the elements of your body's capabilities will help you better understand what it takes to reach your goals.
3 Ways to Accelerate Social Selling for Regulated OrganizationsSmarsh
According to new IDC research, 84% of C-level / VP executives use social media to make purchasing decisions, but regulated organizations are challenged with governance and compliance complexity when selling and marketing via social networks.
Dan Swift of LinkedIn and David Ambrose of Smarsh discuss how regulated companies can leverage social networking to drive revenue and connect with customers more efficiently.
Learn more about social media compliance for regulated companies on our website: http://www.smarsh.com/social-media-compliance.
How Financial Services Professionals can Leverage LinkedIn Sales NavigatorJennifer Benincasa
The way financial services professionals drive new business opportunities has changed as cold calls and email blasts are an obsolete method in conducting business. There is now an easier and more efficient way for financial services professionals to leverage LinkedIn to develop new business opportunities, build relationships, and drive revenue.
Hear firsthand from one of our top performing regional financial services sales manager as she reveals how her team partners with organizations to drive success through Sales Navigator.
During this webinar, you'll learn:
• How to use Sales Navigator to find and engage with your decision-makers and track existing relationships
• How LinkedIn is partnering with Financial Services Organizations
• Advanced strategies to help deepen relationships with existing clients, uncover new prospect accounts and drive new revenue
• Best practices on how to use Sales Navigator day-to-day to prospect, manage accounts, drive and encourage adoption
For Commercial Insurance producers who embrace social media it can unlock a competitive advantage. As we enter a new era where social media is changing the way business is done, platforms like LinkedIn can help effectively identify and engage new clients.
Joel Stanley and Brian Nichols from AssuredPartners Inc. and Kevin Beaudette from LinkedIn Sales Solutions discuss:
• Strategies in using social media to prospect and engage clients in the Commercial Insurance sector
• How AssuredPartners Inc. has embraced social and use LinkedIn Sales Navigator to drive revenue
• An overview of LinkedIn Sales Navigator
Social selling is creating change. A recent survey showed 73% of sales people using social media as part of their sales process outperformed their sales peers (Barbara Giamanco & Jim Keenan Survey). Global thought leader in customer-centric business management, CustomerThink, has stated that a warm referral increases the odds of a sales success 2x-4x.
We created this infographic, The Case for B2B Marketing on LinkedIn, to help you prove LinkedIn’s potential as a platform, and to inspire you to measure the ROI of your own campaigns. Check it out to see:
-How B2B marketing on LinkedIn drives leads and revenue
-The value of LinkedIn for product launches
-More real-world results from B2B companies
In the modern business setting, where the environment becomes more competitive day after day, finding new clients and driving revenue growth is a vital part of any company. When it comes to the most effective ways for LinkedIn Lead Generation B2B, it is a good idea to use the following methods.
TAKO has been in the business since 1979, thus it is aware of the significance of LinkedIn Lead Generation B2B to businesses’ success. Because of TAKO Digital Marketing’s expertise in LinkedIn Lead Generation B2B Malaysia marketing, we can help businesses generate more leads and boost their conversion rates.
In this blog article, we’ll discuss the LinkedIn Lead Generation B2B strategies that we adopt to generate leads for your company.
Profile features, mining and marketing techniques that help you connect with prospects, clients and partners.
We will examine enhancements to LinkedIn that make it indispensable for finding business prospects, closing sales, and building a professional network that supports your brand and feeds your business.
6 ways to accelerate your sales with LinkedinJill Sida
Nearly 64% of B2B buyers report that they appreciate hearing from a sales person who provides knowledge or insight about their business. Take advantage of this to get your foot in the door with new prospects, and to relationships with existing LinkedIn connections.
Learn new ways that top performing sales professionals are adopting effective ways to use LinkedIn to reach their customers and build their professional brand
Linkedin the Social Bridge to the IT CommitteeJill Sida
Social media is not just for connecting with peers. The IT Committee actively seeks insights and conversations with vendors on social media.
•2 in 3 are open to connecting with a new vendor.
•3 in 4 are ready to have a conversation with a new vendor on social media.
Trust drives brand perception, and the IT Committee trust LinkedIn more than other websites to receive information relevant to their IT decisions.
The IT Committee are >50% more likely to engage with their vendors on LinkedIn than on other social networks.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Skye Residences | Extended Stay Residences Near Toronto Airportmarketingjdass
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3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
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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.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
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.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
ENTREPRENEURSHIP TRAINING.ppt for graduating class (1).ppt
Nationalk bank of canada
1. Sales Solutions
National Bank of
Canada Grows Net
Sales With LinkedIn
Sales Navigator
“Sales Navigator has a direct impact on sales
of financial products. The ROI on the meetings
we’ve obtained by using LinkedIn and the
educational curriculum is 400%”
Martin Gagnon
Senior VP of Intermediary Business Solutions
National Bank of Canada
Challenge
J The ability for a wholesaler to differentiate from another
is challenging, especially when pre-existing relationships
with investment advisors have already been established.
Barriers to entry are high as Investment Advisors only do
business with 2 or 3 wholesalers.
Solution
J NBC leveraged LinkedIn Sales Navigator in combination
with a curriculum developed by Servo Annex (executive
education firm) to position their Wholesalers as
thought-leaders and reach new Investment Advisors with
training on increasing business results through LinkedIn.
Why LinkedIn?
J LinkedIn has world’s richest insight into professional
relationships and social data. With more than 200 million
members representing companies in more than 200
countries and territories, LinkedIn is the world’s largest
professional network on the Internet. These professionals
are adding information to their profiles, sharing insights,
and building their networks every day on LinkedIn.
Results
Clear increases in sales for NBC Wholesalers and elevated
social media profiles for Investment Advisors who received
LinkedIn training.
J In combination with the educational curriculum, the
results from this digital initiative exceeded expectations
by generating over 400% return on investment to NBC
within the first 10 months.
J Over 3 months NBC wholesalers held more than 250
meetings with over 500 investment advisors where
training was provided on how LinkedIn could be used
within the financial services industry.
J By strategically leveraging digital and social media
through platforms such as LinkedIn, NBC has positioned
itself as an innovative leader in the financial services
industry and positioned NBC wholesalers as
sought-after experts.
Canadian Financial Industry Overview
and Social Media Landscape
The market for wealth management within Canada is
consolidating and traditional means of marketing and sales
are no longer as effective as they once were. The world and
consumers have gone digital but many Canadian financial
services firms’ business models don’t embrace this new
reality in a rapid manner.
It is a highly regulated industry that is hyper-competitive in
generating new clients and talent. Security, privacy and
compliance concerns slow the adoption of new technologies.
Financial advisors needed more digitally savvy mentors and
thought leaders to guide their thinking in realizing more
growth by prospecting and engaging clients responsibly
using social media tools like LinkedIn.
The Opportunity for NBC
NBC saw an opportunity to leverage social media to
accomplish the following goals:
1. Position NBC to attract and effectively prospect and service
new investment advisors’ for their wholesalers.
2. Differentiate NBC wholesalers within a hyper-competitive
industry.
3. Showcase knowledge expertise and provide value to NBC
clients in an innovative manner.
National Bank of Canada Case Study