Case Study: Six Principles for Social Success in Financial Services
Presented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
www.bdionline.com
Case Study: Internal Social Media Collaboration – The Enterprise Is Social, Now What?
Presented by: Kelli Carlson-Jagersma, Vice President, Collaboration Strategist, Wholesale Social Strategy, Wells Fargo
Wells Fargo has been blogging, using wiki's and SharePoint for document collaboration internally since 2004 to enhance its internal communication channels and engage team members. However, since the merger of Wachovia and Wells Fargo in 2008, there was a need to integrate user and corporate communications, as well as help foster a 'new way' of supporting their customer. Wells Fargo has built a team dedicated to strategize on internal collaboration, partner with existing communication teams and be the support and education point for all things social. Learn from Wells Fargo and take away lessons on how your organization can apply:
* Internal collaboration team guiding principles
* Key learnings from specific internal communications gone social
* 3 use case studies- the good, the bad and the ugly
www.bdionline.com
The role of the social and/or community strategist is unique from that of a community manager although the two roles are often done by the same person in smaller organizations. These slides are a small portion of the Community Strategist training course offered by The Community Roundtable, WOMMA & ComBlue. If you are interested in that class, you can find more info here: http://community-roundtable.com/what-we-do/training/
How Connected is your Cause? - Fundraising through Fans, Followers & Friends.Dell Social Media
Carly Tatum, International Social Media Manager at Dell, shares how family foundations can use social media to raise awareness and money for their cause. Presented on May 17, 2012, at the Neuroblastoma and Medulloblastoma Translational Research Consortium at Dell Children’s Hospital in Austin, Texas.
Lionel Menchaca, Dell's Chief Blogger, talks about how to do corporate blogging the right way. Find out how a sound blogging strategy can enable a company to effectively engage its audience, serve as a robust platform for rich media content, and provide ongoing value.
Communities can be powerful tools for product teams in driving innovation. This presentation covered the drivers of community approaches as well as specific examples of how communities worked in product development. Presented to the BPMA
Chief Conversation Officer? This panel will explore ways in which social technologies yield opportunities for organizations to improve collaboration, strengthen relationships across teams, make boundaries more porous and foster the kind of innovation needed now more than ever on the global landscape. We\'ll ask our panelists to speak about results that can be tied to the bottom line, new leadership styles, and what transparency and authenticity look like from within organizations, two key tenants of the brave new Web 2.0 world. The ensuing dialogue will offer glimpses into how OD practitioners and HR business partners can leverage these new organizing principles to their advantage.
Mark James, VP Economic and Business Development gave this presentation to a group of business and economic development professionals in Athens, Ohio on April 24, 2013. Mark was invited by the Voinovich School within Ohio University.
Case Study: Internal Social Media Collaboration – The Enterprise Is Social, Now What?
Presented by: Kelli Carlson-Jagersma, Vice President, Collaboration Strategist, Wholesale Social Strategy, Wells Fargo
Wells Fargo has been blogging, using wiki's and SharePoint for document collaboration internally since 2004 to enhance its internal communication channels and engage team members. However, since the merger of Wachovia and Wells Fargo in 2008, there was a need to integrate user and corporate communications, as well as help foster a 'new way' of supporting their customer. Wells Fargo has built a team dedicated to strategize on internal collaboration, partner with existing communication teams and be the support and education point for all things social. Learn from Wells Fargo and take away lessons on how your organization can apply:
* Internal collaboration team guiding principles
* Key learnings from specific internal communications gone social
* 3 use case studies- the good, the bad and the ugly
www.bdionline.com
The role of the social and/or community strategist is unique from that of a community manager although the two roles are often done by the same person in smaller organizations. These slides are a small portion of the Community Strategist training course offered by The Community Roundtable, WOMMA & ComBlue. If you are interested in that class, you can find more info here: http://community-roundtable.com/what-we-do/training/
How Connected is your Cause? - Fundraising through Fans, Followers & Friends.Dell Social Media
Carly Tatum, International Social Media Manager at Dell, shares how family foundations can use social media to raise awareness and money for their cause. Presented on May 17, 2012, at the Neuroblastoma and Medulloblastoma Translational Research Consortium at Dell Children’s Hospital in Austin, Texas.
Lionel Menchaca, Dell's Chief Blogger, talks about how to do corporate blogging the right way. Find out how a sound blogging strategy can enable a company to effectively engage its audience, serve as a robust platform for rich media content, and provide ongoing value.
Communities can be powerful tools for product teams in driving innovation. This presentation covered the drivers of community approaches as well as specific examples of how communities worked in product development. Presented to the BPMA
Chief Conversation Officer? This panel will explore ways in which social technologies yield opportunities for organizations to improve collaboration, strengthen relationships across teams, make boundaries more porous and foster the kind of innovation needed now more than ever on the global landscape. We\'ll ask our panelists to speak about results that can be tied to the bottom line, new leadership styles, and what transparency and authenticity look like from within organizations, two key tenants of the brave new Web 2.0 world. The ensuing dialogue will offer glimpses into how OD practitioners and HR business partners can leverage these new organizing principles to their advantage.
Mark James, VP Economic and Business Development gave this presentation to a group of business and economic development professionals in Athens, Ohio on April 24, 2013. Mark was invited by the Voinovich School within Ohio University.
Listen in for a quick "Tips in 20" webinar to learn how to build a strategic framework that will allow your online community to evolve and achieve ongoing success.
Ideavibes and Urban Resilience - Crowdsourcing for Citizen Engagement and Ope...Ideavibes | Paul Dombowsky
Ideavibes and Urban Resilience ran a workshop in Calgary to participants from the City, Public Institutions, environmental groups, etc. with a focus on helping them utilize crowdsourcing in their citizen engagement and open innovation initiatives.
This week, we distill insights around PlanBig - a platform created by Bendigo and Adelaide Bank to connect changemakers and support them in bringing their ideas to reality.
100+ thinkers and planners within MSLGROUP share and discuss inspiring projects on social data, crowdsourcing, storytelling and citizenship on the MSLGROUP Insights Network.
Every week, we pick up one project and do a deep dive into conversations around it -- on the MSLGROUP Insights Network itself but also on the broader social web -- to distill insights and foresights. We share these insights with you on our People’s Insights blog and compile the best insights from the network and the blog in the People’s Insights Quarterly Magazine, as a showcase of our capabilities.
We have further synthesized the insights to provide foresights for business leaders and changemakers — in the ten-part People’s Insights annual report titled Now & Next: Ten Frontiers for the Future of Engagement, now available as a Kindle eBook.
For more, see: http://peopleslab.mslgroup.com/future-of-engagement
Creating a Successful Social Recruitment StrategyManish Grover
I made this presentation at the HCMNext 2013 Conference on Social Media in Human Capital Management. The delegates were HR Practitioners and Professionals from IT, ITES, Manufacturing, Automotive and Pharma Industries.
Learn about the benefits of having a Social Intranet from Socialtext, Forrester Research and the American Hospital Association.
To see a recording of this presentation please visit http://www.socialtext.com/products/webinar_socialintranet.php
5 steps to becoming a social & collaborative enterprise - Andrew Bishop - Ja...Andrew Bishop
This presentation includes a definition of social enterprise, key benefits and the major decisions to be addressed for any organisation seeking to embark on the journey to becoming a more social, collaborative enterprise. It was was delivered in Melbourne in August 2012. See also www.uniqueworld.net
Marketing Strategy 101: Marketing Bootcamp for StartupsR2integrated
On January 19, 2012, Kara Redman, Marketing Strategist at r2i, was on site to provide her marketing expertise at "BrandHack for Startups: A Marketing Bootcamp," hosted by Daniel Waldman.
In this two-part workshop, attendees first demonstrated their approach to the marketing process, and were then given action items to jump-start their marketing strategy with expert advice from industry experts, such as Redman. Review Kara’s presentation and key insights below, and let us know if you have any questions.
Listen in for a quick "Tips in 20" webinar to learn how to build a strategic framework that will allow your online community to evolve and achieve ongoing success.
Ideavibes and Urban Resilience - Crowdsourcing for Citizen Engagement and Ope...Ideavibes | Paul Dombowsky
Ideavibes and Urban Resilience ran a workshop in Calgary to participants from the City, Public Institutions, environmental groups, etc. with a focus on helping them utilize crowdsourcing in their citizen engagement and open innovation initiatives.
This week, we distill insights around PlanBig - a platform created by Bendigo and Adelaide Bank to connect changemakers and support them in bringing their ideas to reality.
100+ thinkers and planners within MSLGROUP share and discuss inspiring projects on social data, crowdsourcing, storytelling and citizenship on the MSLGROUP Insights Network.
Every week, we pick up one project and do a deep dive into conversations around it -- on the MSLGROUP Insights Network itself but also on the broader social web -- to distill insights and foresights. We share these insights with you on our People’s Insights blog and compile the best insights from the network and the blog in the People’s Insights Quarterly Magazine, as a showcase of our capabilities.
We have further synthesized the insights to provide foresights for business leaders and changemakers — in the ten-part People’s Insights annual report titled Now & Next: Ten Frontiers for the Future of Engagement, now available as a Kindle eBook.
For more, see: http://peopleslab.mslgroup.com/future-of-engagement
Creating a Successful Social Recruitment StrategyManish Grover
I made this presentation at the HCMNext 2013 Conference on Social Media in Human Capital Management. The delegates were HR Practitioners and Professionals from IT, ITES, Manufacturing, Automotive and Pharma Industries.
Learn about the benefits of having a Social Intranet from Socialtext, Forrester Research and the American Hospital Association.
To see a recording of this presentation please visit http://www.socialtext.com/products/webinar_socialintranet.php
5 steps to becoming a social & collaborative enterprise - Andrew Bishop - Ja...Andrew Bishop
This presentation includes a definition of social enterprise, key benefits and the major decisions to be addressed for any organisation seeking to embark on the journey to becoming a more social, collaborative enterprise. It was was delivered in Melbourne in August 2012. See also www.uniqueworld.net
Marketing Strategy 101: Marketing Bootcamp for StartupsR2integrated
On January 19, 2012, Kara Redman, Marketing Strategist at r2i, was on site to provide her marketing expertise at "BrandHack for Startups: A Marketing Bootcamp," hosted by Daniel Waldman.
In this two-part workshop, attendees first demonstrated their approach to the marketing process, and were then given action items to jump-start their marketing strategy with expert advice from industry experts, such as Redman. Review Kara’s presentation and key insights below, and let us know if you have any questions.
Earlier this year, we launched the People’s Lab crowdsourcing platform and approach to help our clients crowdsource insights and innovation. People’s Lab forms the core of our distinctive insights and foresight approach, which consists of four elements: organic conversation analysis, MSLGROUP’s own insight communities, client-specific insights communities, and ethnographic deep dives into these communities. This four-part approach helps us distill a deep understanding of societal values, consumption behaviors and attitudes towards brands, not only in terms of insights that help explain our world today, but also foresights that give us a glimpse of future worlds.
As an example, 100+ thinkers and planners within MSLGROUP share and discuss inspiring projects on citizenship, crowdsourcing and storytelling on the MSLGROUP Insights Network. Every week, we pick up one project and do a deep dive into conversations around it — on the MSLGROUP Insights Network itself but also on the broader social web — to distill insights and foresights. We have been sharing these insights and foresights with you on our People’s Insights blog. Now, we have compiled the best insights from the network and the blog in the iPad-friendly People’s Insights Quarterly Magazine, as a showcase of our capabilities.
For more, see http://peopleslab.mslgroup.com.
Case Study: How Wealth Managers are Building Business Through Social
Presented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
www.bdionline.com
A presentation of survey results that Grant Thornton, LLP has done on Social Media plus a discussion on Social Analytics and improving Profitability using Social Media.
Workforce Intelligence and Social Analytics: Opportunity at the ConfluenceYvette Cameron
The use of enterprise social networking platforms is on the rise as organizations look to these emerging tools to facilitate employee collaboration, knowledge sharing, increased engagement, improved productivity, and even to foster fundamental shifts in culture. As more and more employee interactions take place within these enterprise collaboration tools, new and interesting data emerges about employees, teams, projects, goals, content and other aspects of the enterprise.
This new data, gleaned through analysis of the activities within the collaboration platform, includes insights into how people work and collaborate, the type and quality of content that is contributed and leveraged in the community, the effectiveness of different communications, the degree to which individuals are perceived as leaders or followers, and much more. The emergence of this new data enables much richer insights into the workforce of the organization. It enables the infusion of social intelligence into traditional talent management processes, such as performance, calibration, succession and retention. Combining social and workforce analysis enables People Insight 2.0.
In this session, we’ll look how organizations can leverage the opportunities of People Insight 2.0. We’ll cover the tools used and opportunities stemming from the analysis of network connections, community activity, sentiment analysis, employee reputation management, and others. We’ll also explore the ways by which this social data can increasingly be incorporated into workforce analytics and workforce planning platforms for a more holistic view of the workforce.
We’ll review use cases and provide practical tips for how you can immediately apply these new social workforce insights to your talent management initiatives, transforming your people processes for better business results.
Many organizations are currently using social media to connect with their customers and achieve marketing and sales goals. However, there are many risks and compliance issues that must be considered and managed to ensure that the social media strategy is aligned with the organization’s goals.
The presentation will allow the attendees to understand how to:
Ø Monitor and Assess Social Media Objectives
Ø Identify Risks related to Planning and Executing Social Media Strategies
Ø Develop Social Media policies and procedures
Ø Establish Internal Controls related to Social Media
Ø Plan and Conduct an audit for Social Media activities
Social Media effect on today's enterprise, What are Social Brands and Social Enterprises, and the difference between them.
How should leaders consider integration of Social Media in the organization, and much more..
Contact raz@kinshipdigital.com for presentation notes.
Using Social Business to Drive Innovation at Standard LifeIBM Sverige
Throughout 2010 and early 2011, Standard Life has been rolling out a program to put in place a scalable digital enabling technology foundation based on IBM WebSphere Portal. The solution offers both business services for independent financial advisors and retail services for customers. The investment made by Standard Life came while delivering a new visual identity for the organization. Join this session to understand the business drivers, audience demographics, and how this organization successfully combined their digital strategy with the business case for WebSphere Portal as enabling technology, resulting in multiple business propositions to be developed in parallel. Learn how the enhanced digital platform integrates key data sources, web analytics, collaboration, and social channels leading to improved employee productivity, advisor, and customer service levels.
Simon Quinton, Director of Delivery, Ascendant Europe
Creating a Social Networking Recruitment StrategyCielo
Social networking sites are an important tool in a recruiter’s toolbox. However rather than dipping your toe in the water and experimenting tactically, it’s important to take a step back and think about your overall strategic approach to using social media for recruiting.
A well thought-out, coordinated strategy will ensure that your company’s recruitment message is clear, that the various online channels are integrated, and that everything you do in the web environment helps attract top-level talent and enhances your employment brand.
During this webinar sponsored by ADP, you’ll learn the best practices for creating a social networking recruiting strategy. Michelle Krier, Marketing Services Manager for Pinstripe, will explain:
* What social media is and why it’s important to have a social media strategy specifically for your recruiting function
* How to build a social networking strategy for recruitment (and how it integrates with your company’s overall social media strategy)
* What an integrated strategy looks like via a case study
* The organizational benefits of a social networking recruitment strategy, and
* How to measure success
Similar to Six Principles for Social Success in Financial Services - BDI 10/9/12 Chicago Social & Mobile Financial Services Leadership Forum (20)
Presentation: The Business of Blogging (for Lawyers)
Presented by: Gene Quinn, Patent Attorney and Founder, IPWatchdog.com
One of the primary reasons for undertaking a blog is to engage in business development of one kind or another. People who will find you online are searching for answers. If you want to capitalize on this opportunity it will be necessary to provide intelligent, insightful information that the reader did not possess prior to visiting your website. Over time your job will be to provide lots of that information that ties together little by little to demonstrate that you have a deep level of understanding. The lesson is simple: It is far better for a prospective client or customer to come to the understanding that you know what you are talking about for themselves than it is for you to tell them you know what you are talking about directly. It should go without saying, that the plan requires that you are read by others, which means you absolutely, positively cannot write like a lawyer!
Presentation: Content is Still King: A look at best practices for creating and distributing quality Content
Presented by: Scott Mozarsky, President - Cross Platform Businesses , Bloomberg BNA
This session will focus on best practices for creating Content that will enable marketers to achieve strong ROI in their Content Marketing efforts. The session will also focus on the elements of a multi-faceted engagement and distribution strategy that will ensure that if you build it, they will come.
Presentation: Use Storytelling to Define Your Brand and Connect on Social Media
Presented by: Tammy Mangan, Director of Marketing, Sterne Kessler Goldstein & Fox
Storytelling is not just for campfires. Good stories compel action, change, even forge relationships. This presentation will cover the fundamentals of storytelling and the use of stories to create a connection with your brand and services and grow business.
Presentation: Combining Eyes and Ears: The Visual Search for Social
Presented by: Aaron Hayes-Roth, VP of Strategic Alliances, Brandwatch & Mary Tarczynski, CMO, Ditto Labs
Photo sharing on social media only continues to grow as people capture and share their passions on a daily basis. This often includes brands - but when 85% of images don’t reference the brand name in the text, how can brands and agencies accurately measure and engage with their audiences? This session will cover some of the most common use cases for social and visual measurement and explore the insights and benefits brands and agencies can gain from using social listening and analytics across visual platforms.
Presentation: Digital Marketing Strategies to Drive Enrollment
Presented By: Jon Fox, President,Flightpath &
Jon Wexler, Vice President of Enrollment Management, Fairleigh Dickinson University
Jon Fox founded the agency that would become Flightpath in his Greenwich Village apartment in 1994. A veteran of twenty years of digital marketing, he is a recognized leader in helping organizations of all sizes maximize their investments across the web and broader channels. Jon is an exceptional business analyst focused on achieving measurable results for his clients. In his role as president, Jon drives the overall direction of Flightpath, oversees/guides digital strategy for a number of key accounts and works hard to develop and mentor his talented staff. Jon recently completed his 11th NYC Marathon. He lives in Brooklyn with his wife, kids and dog.
As the vice president of enrollment management for Fairleigh Dickinson University, Jonathan Wexler is regularly traveling across the country and around the world representing FDU! Over the past four years, Wexler has worked to increase applications for freshman and transfer admissions by more than 65 percent — while collaborating on new education initiatives — including Silberman College of Business’s Saturday MBA Program and the University-wide Combined Degree Advantage Program. Wexler received his bachelor’s degree at Goucher College in Baltimore, Md. before completing a master’s in higher education administration at University of South Carolina. He joined FDU in 2008.
Presentation: People are (S)Talking: How to Get Users to Participate, Not Just Spectate
Presented by: Donna Talarico-Beerman, Director of Integrated Communications, Elizabethtown College
Donna Talarico-Beerman has been helping tell the Elizabethtown College story since 2010. Her past experiences in radio, newspapers, eCommerce and education thrive together in happy harmony at E-town, where she is director, integrated communications. She manages the College’s official social media channels and is editor of Elizabethtown magazine and the online newsroom E-town NOW. She also collaborates with the rest of the award-winning marketing and communications team on marketing planning, media relations, copywriting and multimedia story-telling for a variety of projects.
http://www.bdionline.com/
Presentation: The Power of Social Listening
Presented by: Andrew Ruder,Senior Consultant & Social Business Intelligence, Brandwatch
Andrew Ruder is a senior consultant in social business intelligence for Brandwatch, one of the world’s leading social media monitoring providers, where he helps enterprise organizations develop strategies for solving business challenges using social media intelligence and analytics. A SaaS veteran, Andrew’s prior experience includes roles at companies including Cision/Radian6 and Sysomos, where he assisted both brands and agencies in implementing social media intelligence solutions. Andrew earned a bachelor’s degree in business administration from Marquette University and is a proud native of Chicago, where he lives with his wife and son.
http://www.bdionline.com/
Presentation: How Investors Will Communicate as the Internet Swallows Everything
Presented by: Leigh Drogen, Founder and CEO, Estimize
Collaboration between investors via the internet is changing the way investment decisions are made and critical research and data are sourced. In his talk, Leigh will provide an overview of how information flow between and amongst investors, companies, and the sell side is rapidly changing, the new platforms and philosophies which are facilitating this shift, and what it means for industry incumbents.
Presentation: The New Communications Paradigm in Financial Services: The Penn Mutual Case Study
Presented by: Kim Harmsen, Associate Vice President, Gregory FCA & Greg Matusky, President and Founder, GregoryFCA
Join Gregory FCA and The Penn Mutual Life Insurance Company as they present a blueprint for creating a best practice communications platform in a highly socialized, networked world. Penn Mutual provides a compelling blueprint for optimizing communication among media channels, both old and new. Their success serves as a shining case study for how long-term players in financial services can benefit from all that the new paradigm offers in communications, and now offers to financial service organizations.
http://www.bdionline.com/
Presentation: Social listening trends and the paradigm change in financial services
Presented by: Melissa King, Social Analytics Consultant, Brandwatch
Social media’s impact on the relationships between businesses and consumers has led to a defined shift in how the heavily regulated financial services sector interacts with customers. This session will address how FinServ professionals can leverage the insights uncovered via social listening tools (including ways to mitigate risk, what drives consumers’ decisions, and what motivates them to choose particular services) to make an impact, support customers, and generate revenue.
http://www.bdionline.com/
Presentation: Digital Financial Wellness: The Future of Money
Presented by: Mohamed Khalil, Head of Product, Data & Marketing, Moven
Mobile technology coupled with data and behavioral sciences now allow for highly personalized, real time interactions that alter consumer behaviors. This talk will examine how the retail financial services model must adapt to survive this digital disruption.
http://www.bdionline.com/
Presentation: Bitcoin & The Sharing Economy
Presented by: Nikos Bentenitis, Chair, Education Committee, Bitcoin Foundation, and Founder, CoinSimple
Bitcoin is a digital currency and payment network that has attracted significant attention recently. In his talk, Nikos will briefly describe Bitcoin and a few potential applications of the technology in financial services. The purpose of the talk is to provide you with a framework that you can use to think about the Bitcoin technology in your business.
http://www.bdionline.com/
Presentation: Hearts, Heads and Hands: How cupcakes, sidewalk chalk, and the story of a teen driver connected a CEO with his workforce and connected the workforce to the company strategy.
Presented by: Stephani Gordon, Internal Communications Business Partner to the CEO, Zurich Insurance Group
With an employee demographic that trends outside the ‘social’ scene, Zurich Insurance Group has achieved tremendous communications and engagement success by refreshing traditional marcomm channels with enticing storytelling, strong visual imagery, creative video and ‘social’ buzz. Stephani Gordon will share several executive communications project samples that include a strategy rap, a mobilization campaign built on the concept of graffiti tagging, and a CEO’s invitation to people to ‘walk away’ from their desks. This presentation is the story of coaching senior executives on what it means to connect in today’s world.
Presentation: Content is still King: A look at best practices for creating and distributing quality Content
Presented by: Scott Mozarsky, President - Cross Platform Businesses , Bloomberg BNA
This session will focus on best practices for creating Content that will enable marketers to achieve strong ROI in their Content Marketing efforts. The session will also focus on the elements of a multi-faceted engagement and distribution strategy that will ensure that if you build it, they will come.
Presentation: Developing and Sustaining an Effective Mobile Strategy
Presented by: Varun Parekh, Director, Sales Technology & Operations, Bankers Life and Casualty
A look into how Bankers Life has invested in an integrated and long term mobile strategy to grow business and reduce expense.
Presentation: Make Friends First, Do Business Last: Relationship Marketing Using Social Media & More
Presented by: Phil Gerbyshak, Director of Social Strategy, Actiance, Inc
Are you wondering how you can do social media the right way, without pushing your products and services? Do you want your company and your employees to be top of mind when people are thinking of where to go for what you offer? The key is making “friends” first, and doing business last. It's no longer enough to just BE on social media as a business. You need to be using it effectively, and you need to engage your employees to tell your stories and show you as the place to go in your community.
Presentation: The New Communications Paradigm in Financial Services: The Penn Mutual Case Study
Presented by: Joe Anthony, President, Financial Services, GregoryFCA
Join Gregory FCA and The Penn Mutual Life Insurance Company as they present a blueprint for creating a best practice communications platform in a highly socialized, networked world. Penn Mutual provides a compelling blueprint for optimizing communication among media channels, both old and new. Their success serves as a shining case study for how long-term players in financial services can benefit from all that the new paradigm offers in communications, and now offers to financial service organizations.
Presentation: Using Social Media Ethically
Presented by; Erin Wright Lothson, Corporate Counsel, Intellectual Property, Groupon, Inc.
This segment will briefly discuss the Illinois Rules of Professional Conduct and how these Rules apply to Illinois lawyers and their use of social media. We will review common issues that arise by using social media and will cover recommendations and best practices to mitigate the risks of an ethics violation.
Presentation: The Power of Social Media: Attracting the Next Generation of Clients
Presented by: Trevor Daughney, VP Marketing, Actiance, Inc
The most important thing sellers can do for their firm is bring in new clients. There is a major movement of wealth a foot: from Baby Boomers to Millennials. Financial advisers and wealth managers need to shift their focus to a younger generation. To be successful, they need to change how they communicate.
In this presentation, you’ll learn that:
These young people are increasingly on social networks and stepping away from email.
Financial firms need to adjust to this change.
Marketers, compliance officers and corporate counsel can overcome the challenges and lead their firms to make the switch.
Empowering your sellers to use social media can help close more deals.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
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/
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
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.
Personal Brand Statement:
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.
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
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.
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.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
2. Agenda
About Actiance
State of the Nation
Social Media Maturity Curve
Social Media – a Powerful Marketing Tool
The Six Essential Principles for
Social Media Success
Upcoming Webinars, Materials
#BDI1 @Belbey
3. Why are we presenting to you today?
Joanna Belbey
Social Media and Compliance Specialist
FINRA Education Department
Running training firm
I help firms use social media while complying with the regulations
Twitter: @belbey, @actiance
LinkedIn: http://www.linkedin.com/in/belbey
About.me/belbey
My biggest challenge?
4. About Actiance
A decade of expertise, a history of firsts
Global Operations
• 3 US offices, three continents
• 210 employees
Dedicated Social Engagement Team
• Partnering: networks, platforms, service providers
• Regulators: FINRA, IIROC, FSA, SEBI…
• Best Practice enablement, education
Client Engagement
• 9 out of the top 10 US Banks, Top 5 CDN Banks
• 284 FINRA firms
• 100,000 Social Networking users under license
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5. Why Customers Select Actiance
“We chose Actiance because they had the resources and
partnering culture to help us with our long term strategy”
– VP Technology, Interactive Marketing, Top 3 Wirehouse
“Actiance’s platform allows us to execute our long term vision of
integrating our internal social platforms with consumer networks”
– SVP & CIO, Major Mutual Fund Company
“Socialite Enable and Engage offer the best mix of compliance and
marketing capabilities allowing our advisors to develop their
personal brands”
– Marketing Director, Top Regional Brokerage
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6. 97.09% of people questioned in a survey said their
buying decisions are influenced by social groups
7. Social media usage
A majority of respondents indicate using social media for one or more
business purposes.
SOCIAL MEDIA USAGE
For which of the following business purposes do you use social media today?
Respondents
under 35 are
more likely to
use social
media for
business
purposes
than those 55
or older (68%
vs. 45%)
Base: all respondents in 2012 (1,428) and 2011 (1,597); multiple responses.
8. Social Media Maturity Curve
Early Majority
Early Adopters • Corporate SM
• Corporate Presence presence
Early Consideration
• Acceptable use policy • Social media usage
• Some Corporate by distributed teams
• Social media being
Presence advisors
used by distributed
Pre-Consideration • Banned/ restrictive teams/advisors • Acceptable use policy
policy in place
• No Social Presence • Need to: use social to • Next step, use social
• Pilot program for develop, strengthen to develop, strengthen
• Restrictive social
content distribution relationships, for relationships, for some
policy
might be in place some also as a sales also as a sales channel
• No Social Tools channel
• Need to: justify • Previous concerns
• Need to: identify distributed teams about IIROC and/ or
options, best practices usage impact of social media
overcome by market
acceptance and
demonstrable results.
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9. Case Study: Wealth Management Firm (NJ)
Outline Real Results
LinkedIn Only LinkedIn Connection retirement
Listening is Key, watching status change = $2.75m account
acquisition
connections who matter
– Job Change noticed on
Using Social as an integral Status Update = 401k rollover
element of communications mix – FA obtains 400 new
to spot change prospects in Energy market
– New Commercial Account
Opportunity through
colleagues LinkedIn
Connections
10. Case Study: RW Baird
Outline Real Results
LinkedIn Already Available to @MaryS_rwbaird
1200 – 51 followers
Veteran Advisers, tech savvy – 93 Tweets (at the time)
Authentic Content – $1m prospect
11. Social Media – A Powerful Marketing Tool
Proven to attract customer attention
Promotes customer loyalty
Enables companies to communicate with hundreds
of thousands of people at once
Increases opportunities for “viral” transmission
of information about you or your
services
Allows companies to interact
on a more personal level
with customers
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12. The Advantages of Social Media
It’s free or relatively inexpensive
It’s interactive
It offers immediate, direct feedback
It’s adaptable
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14. Slow Adoption by Financial Services Firms
Demanding oversight of online communications
are required (SOX, FRCP, GLBA)
Regulations governing electronic communications –
FINRA, SEC, IIROC, FSA, SEBI (record keeping,
advertising, suitability, supervision)
Fear of data leakage, malware and viruses
Banks, credit unions and brokerage houses are
typically slow to change
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15. So why is social important to us in Financial Services?
In the USA Gen Y accounts for $2.4 trillion worth of personal income
In 2025 Gen Y will account for 46% of personal income
Source: Javelin Research
http://www.stltoday.com/business/local/article_719f49d8-15e6-5c5d-
94b7-992ab12d9f97.html?print=1
Based on 26,749 online adults, USA, Source: Forrester Research, June 2011
16. Mobile, Social and Finance
“5 billion people in the world who have phones, and a billion people using
Facebook. There are actually already 600 million people using Facebook on
phones, so that's growing really quickly.“
Facebook CEO Mark Zuckerberg , October 4, 2012
Mobile phones and mobile Internet access are in widespread use
87% of U.S. population has a mobile phone
44% of mobile phones are smartphones
84% of smartphone users have accessed the Internet on their phone this week
Changing the way consumers access financial services
Check account balances or recent transactions
Texts from banks for “low balance alerts” , transfer money between accounts
Check balance / credit before making purchases
Manage finances (track purchases and expenses)
Mobile payments
Unbanked and underbanked
Board of Governors of Federal Reserve System
20. Principle 1: Strategy
Social media is just another way to broaden your reach
Companies are successful in their social media use
when social networking is part of the corporate DNA
– Executive sponsorship. Senior management embraces
social media as a way to reach customers, prospects, and partners
– Executive engagement. Senior management understands the value and
they are enthusiastic about the opportunities
– Part of the corporate culture
– Eliminate politics and streamline “Social Media is a part of the
content approvals mix, not the solution”
GARTNER
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21. Principle 2: Personal Brand
You, Dear Reader, are my most valuable asset
17% of consumers trust a brand. 70% trust recommendations
given by friends and connections
Consumers are starting to purchase products through social media
Movenbank requires individuals to register on Facebook
ICICI Bank enables use of social to login
in to one’s bank account
Long-term objective: consumers and
customers engage with the brand as
embodied by individual employees
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22. Principle 3: Relevant Content
Content is King: use the personal approach
Deliver compelling, informative and entertaining content
Start with pre-approved content
Develop a library of interesting insights, investment
challenges, wealth management tips, etc.
Strive for personalized, unique
content that informs your
connections about you.
Don’t just broadcast a brand
message
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23. Principle 4: Crowdsource
Empower the Social Consumer to work for you
Convert consumers into evangelists promoting your
products or services
Before making buying decisions, consumers research
online and seek recommendations from their network
Provide useful information that
establishes your expertise
and is worth sharing
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24. Principle 5: Education
Key Elements of a Social Media Training Program
Understand the role of social media in sales and
marketing
Establish your social media objectives
Select which social networks are best for you
Avoid regulatory pitfalls
Build a network
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25. Principle 5: Education (cont.)
Follow best practices to build out and maintain your
network
Integrate social media activities with corporate systems
Analyze metrics to assess
engagement levels of network
Adjust your social media program
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26. Principle 6: Analytics
Measuring clicks vs. measuring engagement
Comments are more valuable than “likes” and shares
are more valuable than comments
The number of followers on Twitter, LinkedIn and
Facebook is an important metric
Active listening leads to effective engagement
Create your own real-time data stream
One measure of social media success
is gamification
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27. Six Social Principles for Success
Create Integral Strategy Develop Personal Brand Crowdsource Content
Leverage Customers Educate and Train Measure & Analyze
Norv Leong
Director, Product Marketing
28. Webinar Series
The Six Essential Principles for Social Media Success
The Legal Issues of Social Media
Social Media Best Practices- Implementation Checklist
Social Networking USA- Compliance for FINRA Regulated
Organizations
Social Networking USA- Compliance for SEC Regulated Organizations
Social Networking Canada- Compliance for IIROC Regulated
Organizations
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29. Contact Information
info@actiance.com
@Actiance, @belbey
Further reading:
Marketers Guide to Social Media in
Financial Services
IIROC and FINRA requirements mapped
to Facebook, LinkedIn, and Twitter features
Social Media Handbook
Osterman Research:
The Impact of New Communication Tools
for Financial Services Firms
Actiance Collateral Library
http://actiance.com/products/collateral-library.aspx
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