National Bank of Canada leveraged LinkedIn Sales Navigator and an executive education curriculum to help their wholesalers differentiate themselves in the challenging Canadian financial industry. This resulted in over 400% return on investment within 10 months as wholesalers obtained 250+ meetings with 500+ advisors. By strategically using digital and social media, NBC has positioned itself as an innovative leader and established its wholesalers as sought-after experts.
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.
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.
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.
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.
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
Innovative marketing in commercial insuranceLinkedIn
David May, CMO, AIG
Michael Lock, President, Hearsay Social
Elliott Bundy, Chief Communications & Marketing Officer, XL Group plc
Emily Friedman, Senior Research Consultant, LinkedIn
A distinguished panel of marketing experts will discuss groundbreaking new research on the rising influence of digital media in the commercial insurance industry. Understand the types of information, sources, and channels used to inform decision-making at key touch points in the commercial insurance buying process.
Learn about PYLON for LinkedIn Engagement Insights, a new API solution available through our Analytics Partner DataSift.
We’ll take a deep dive into this new analytics offering that allows marketers to use the privacy-protected LinkedIn data of 467M professionals worldwide to cut through the mass of data points and hone in on those that truly matter: allowing you to make data-informed decisions based on the genuine needs of audiences.
Learn how you can:
-- Discover your audience: Gain insight into where to invest your advertising dollars by discovering the audiences that are the most engaged with your content.
-- Create better content: Design successful content campaigns and develop messaging that resonates with your audiences by determining what topics they are interacting with.
-- Build your brand: Discover how audiences engage with your brand, products or services (or those of your competitors) through company, industry and competitive insights.
In this presentation, the team from DataSift will explain how you can identify and measure the right metrics, keeping a pulse on the needs and interests of your target audiences.
Social Media for the Equipment Finance CompanySuzanne Henry
A presentation on how an equipment finance and leasing company may use social media and social networking for marketing and communications purposes. Findings from original grant research conducted in summer 2010 are included.
The Future of Social: Rebel Cocktail 3ª ediciónGood Rebels
¿Siguen siendo relevantes las redes sociales o están perdiendo protagonismo ante las nuevas aplicaciones sociales? ¿Cómo esta evolucionando el Influencer Marketing más allá de los fans y seguidores? ¿Serán los chatbots los nuevos gestores de tu comunidad?
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.
Visit http://lnkd.in/affluent for the full report.
Nearly 90% of the Mass Affluent use Social Media -- To understand how social impacts their financial decision making, LinkedIn teamed up with Cogent Research and found that relevant content is key to driving action among this valuable group.
Download the whitepaper at http://lnkd.in/affluent to learn more about:
- The most valuable outcomes from financial companies on social
- Top content expected from banks, brokerages, and credit card companies
- How content expectations differ by Mass Affluent life stage
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.
Sports fans have always shouted at the screen and leapt off the couch with the roar of the crowd. Today, watching live sports is an even more active experience, because our devices are always within reach and it engages the audience. The KINSHIP team will present and analyse what happened on the second screen over the weekend's Super Rugby action, with respect to how fans share the rush and how brands can engage them.
Joining the dots from Social Strategy to Social Analytics: And Why you Should...KINSHIP digital
Joining the dots between social strategy, governance, architecture, communities and social analytics.
- For CIOs, see clearly how to become an innovator and thought-leader in social business by repurposing skills and knowledge long held in enterprise IT.
– For enterprises, this will help IT position cross-organisational social business initiatives, including for marketing, sales, support, innovation and HR;
– For Partners, it will aid them in understanding customer priorities in social, and in developing and positioning social business proposals.
[A presentation given to Australian Lotus Users Group Annual Conference 2012].
Alt: The CIO leadership role in Social Business Transformation
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?
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!
Google's guide to innovation: How to unlock strategy, resources and technologyrun_frictionless
Organizations are facing unprecedented change and challenges stemming from a confluence of natural and artificial conditions. These forces are driving many to rethink the tools and technologies they use, and the places they need to be, to grow, and to innovate.
https://runfrictionless.com/b2b-white-paper-service/
Inadequate share of wallet is a point of pain at most financial institutions today. On average, customers only buy 2 out of 10 products from a single institution. It’s little wonder that cross selling is the #1 goal of marketers today.
Brand image plays a big role in success or failure. All too often it is actually an impediment to cross selling. It becomes a trap. Why? Because the brand image is too narrow: A place to go for no more than transactions.
To succeed, that image needs to change. Financial institutions need to engage customers in ways that build their image as the place to go first for more financial solutions. It takes more than words on a page.
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.
Engaged customers are 23% more profitable. Why? Because they buy more from you and they stay with you longer. The question for marketers is, in a world that is more and more driven by transactions alone, how to communicate in ways that build an emotional engagement?
Inadequate share of wallet is a point of pain at most financial institutions today. On average, customers only buy 2 out of 10 products from a single institution. It’s little wonder that cross selling is the #1 goal of marketers today.
Financial institutions need to engage customers in ways that build their image as the place to go first for more financial solutions, but it takes more than words on a page.
Learn effective ways of engaging your customers in the channels where they are today.
-Build your brand into an engaging resource
-Uncover selling opportunities across channels
-Provide product solutions before the competition arrives
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
Innovative marketing in commercial insuranceLinkedIn
David May, CMO, AIG
Michael Lock, President, Hearsay Social
Elliott Bundy, Chief Communications & Marketing Officer, XL Group plc
Emily Friedman, Senior Research Consultant, LinkedIn
A distinguished panel of marketing experts will discuss groundbreaking new research on the rising influence of digital media in the commercial insurance industry. Understand the types of information, sources, and channels used to inform decision-making at key touch points in the commercial insurance buying process.
Learn about PYLON for LinkedIn Engagement Insights, a new API solution available through our Analytics Partner DataSift.
We’ll take a deep dive into this new analytics offering that allows marketers to use the privacy-protected LinkedIn data of 467M professionals worldwide to cut through the mass of data points and hone in on those that truly matter: allowing you to make data-informed decisions based on the genuine needs of audiences.
Learn how you can:
-- Discover your audience: Gain insight into where to invest your advertising dollars by discovering the audiences that are the most engaged with your content.
-- Create better content: Design successful content campaigns and develop messaging that resonates with your audiences by determining what topics they are interacting with.
-- Build your brand: Discover how audiences engage with your brand, products or services (or those of your competitors) through company, industry and competitive insights.
In this presentation, the team from DataSift will explain how you can identify and measure the right metrics, keeping a pulse on the needs and interests of your target audiences.
Social Media for the Equipment Finance CompanySuzanne Henry
A presentation on how an equipment finance and leasing company may use social media and social networking for marketing and communications purposes. Findings from original grant research conducted in summer 2010 are included.
The Future of Social: Rebel Cocktail 3ª ediciónGood Rebels
¿Siguen siendo relevantes las redes sociales o están perdiendo protagonismo ante las nuevas aplicaciones sociales? ¿Cómo esta evolucionando el Influencer Marketing más allá de los fans y seguidores? ¿Serán los chatbots los nuevos gestores de tu comunidad?
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.
Visit http://lnkd.in/affluent for the full report.
Nearly 90% of the Mass Affluent use Social Media -- To understand how social impacts their financial decision making, LinkedIn teamed up with Cogent Research and found that relevant content is key to driving action among this valuable group.
Download the whitepaper at http://lnkd.in/affluent to learn more about:
- The most valuable outcomes from financial companies on social
- Top content expected from banks, brokerages, and credit card companies
- How content expectations differ by Mass Affluent life stage
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.
Sports fans have always shouted at the screen and leapt off the couch with the roar of the crowd. Today, watching live sports is an even more active experience, because our devices are always within reach and it engages the audience. The KINSHIP team will present and analyse what happened on the second screen over the weekend's Super Rugby action, with respect to how fans share the rush and how brands can engage them.
Joining the dots from Social Strategy to Social Analytics: And Why you Should...KINSHIP digital
Joining the dots between social strategy, governance, architecture, communities and social analytics.
- For CIOs, see clearly how to become an innovator and thought-leader in social business by repurposing skills and knowledge long held in enterprise IT.
– For enterprises, this will help IT position cross-organisational social business initiatives, including for marketing, sales, support, innovation and HR;
– For Partners, it will aid them in understanding customer priorities in social, and in developing and positioning social business proposals.
[A presentation given to Australian Lotus Users Group Annual Conference 2012].
Alt: The CIO leadership role in Social Business Transformation
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?
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!
Google's guide to innovation: How to unlock strategy, resources and technologyrun_frictionless
Organizations are facing unprecedented change and challenges stemming from a confluence of natural and artificial conditions. These forces are driving many to rethink the tools and technologies they use, and the places they need to be, to grow, and to innovate.
https://runfrictionless.com/b2b-white-paper-service/
Inadequate share of wallet is a point of pain at most financial institutions today. On average, customers only buy 2 out of 10 products from a single institution. It’s little wonder that cross selling is the #1 goal of marketers today.
Brand image plays a big role in success or failure. All too often it is actually an impediment to cross selling. It becomes a trap. Why? Because the brand image is too narrow: A place to go for no more than transactions.
To succeed, that image needs to change. Financial institutions need to engage customers in ways that build their image as the place to go first for more financial solutions. It takes more than words on a page.
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.
Engaged customers are 23% more profitable. Why? Because they buy more from you and they stay with you longer. The question for marketers is, in a world that is more and more driven by transactions alone, how to communicate in ways that build an emotional engagement?
Inadequate share of wallet is a point of pain at most financial institutions today. On average, customers only buy 2 out of 10 products from a single institution. It’s little wonder that cross selling is the #1 goal of marketers today.
Financial institutions need to engage customers in ways that build their image as the place to go first for more financial solutions, but it takes more than words on a page.
Learn effective ways of engaging your customers in the channels where they are today.
-Build your brand into an engaging resource
-Uncover selling opportunities across channels
-Provide product solutions before the competition arrives
Working Safely With Container Unloadingbryan hoffman
Vessel Type
Vessel selection allows appropriates storage and optimises truck presentation.
Eliminate the risk of the poor truck presentation by selecting the most appropriate vessel for known truck types.
Lighting
Consideration of environmental conditions in determining lighting levels required for the task.
Lighting levels should be suitable for the task being performed and achieve at least the minimum standard.
Noise
Noise assessments must be undertaken and results should be documented.
Controls should be in place that eliminates exposure to noise as far as reasonably practicable.
Housekeeping
Housekeeping system needs to be in place and ongoing monitoring is a must to ensure it is maintained at all times.
Walkways have to be free of protrusions and there need to be a designated storage areas for loose items.
Supervision
Ensure that supervisors are well trained and supported by management to ensure safety takes priority over production.
It is a requirement to have competent operators mentoring new workers.
Contractors
Documented contract management procedures in place, enforced and audited.
Key performance indicators [KPI] for safety included in contracts.
Contact us at http://hoxtonindustries.com.au/packaging-solutions/warehouse-container-unloading/
This section is designed to assist patients and their loved one in coping with the hardships of living with chronic illness while, understanding the impact that stress can have on their disease. Managing stress can result in a improved quality of life, improved self-esteem and has a positive effect on lupus flares.
Happy New Year everyone, now send you our most stunning carbide star this year, our products including carbide boron nozzles with jacket, carbide grit, carbide drill bits, K034, carbide road drill bits, carbide buttons; carbide gripper jaw inserts
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.
Live Webinar: Using LinkedIn for Brand MarketingLinkedIn
As a brand marketer today, you’ve never had greater responsibility or a more measurable impact on your company’s bottom line. The good news is you’ve also never had access to better tools or more precise data to help you succeed.
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
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
Live Webinar: Using LinkedIn for Brand MarketingLinkedIn
It’s your job to create and sustain positive awareness for your brand throughout the long buyer’s journey and beyond. We can help.
You're invited to join special guest speaker Adrianne Psarras, Communications Manager at Seed Equity Ventures, and LinkedIn's own Andrew Kaplan as they demonstrate how to get—and keep—your brand in front of the professionals that matter most to your business. They will cover how to:
- Get in front of the right people early and often
- Reach and influence business professionals in the right context
- Educate your audience with the relevant content they crave
- Use awareness and engagement to drive bottom-funnel conversions
- Measure the impact of your branding efforts every step of the way
Originally presented as part of the FinanceConnect:13 Workshops on May 1, 2013, Andy Goldman and Mike Weir present a deep dive into Content Marketing and LinkedIn.
The Social Effect's B2B Lead and Demand Gen Solutions gives you unrivalled precision targeting ability, Higher ROI and keeps your sales pipe full of MQL leads.
The Social Effect's B2B lead & demand generation solutions give you unrivalled precision targeting ability, higher ROI and keep your sales pipeline full of MQL leads.
The Social Effect's B2B lead & demand generation solutions give you unrivalled precision targeting ability, higher ROI and keep your sales pipeline full of MQL leads.
Achieving your objectives via LinkedIn's Marketing SolutionsLinkedIn Europe
What’s your business objective? Generating leads? Building awareness, consideration or preference? Building a community? Driving advocacy? Whichever professional audience you’re trying to target, and whatever objective you are aiming to fulfill by targeting them, LinkedIn can provide you with a solution that’s rooted in a precise understanding of how they behave on our platform.
That’s the promise of the webinar that I’ll be presenting alongside Lucie Durnford on Thursday August 27th. It’s called Achieving your Objectives via LinkedIn Marketing Solutions – and it will showcase the many different ways in which we can leverage unique understanding of our members to help you achieve your goals.
8 Ways to Tap into the Power of LinkedIn - Ultimate Linkedin Marketing GuidePOPUPSMART.COM
Why Does Your Business Need LinkedIn?
These days in the business world, relationships matter more than ever.
People tune out irrelevant or promotional messages. But they do want
to engage with companies that focus on sharing useful and relevant
information and content. The companies that inform and engage aren’t
just selling — they’re building relationships.
LinkedIn is where, by far, the largest
number of professionals gather to stay
connected and informed, advance their
careers, and work smarter. More than
467 million professionals are on LinkedIn.
These are the decision makers, influencers,
and leaders of today and tomorrow — the
people you want to target, all in one place.
Similar to National Bank of Canada Case Study (20)
8 Ways to Tap into the Power of LinkedIn - Ultimate Linkedin Marketing Guide
National Bank of Canada Case Study
1. Sales Solutions
“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
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
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?
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.
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.
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 Grows Net
Sales With LinkedIn
Sales Navigator
National Bank of Canada Case Study