This document discusses the need for financial advisors to establish an effective online presence to attract younger clients and remain competitive. It notes that younger generations, as well as many baby boomers, now rely on digital tools like websites and social media to research and interact with advisors. However, most advisors currently have a limited online presence due to challenges like slow technology adoption, aging advisor populations uncomfortable with digital media, and compliance restrictions at some firms. The document argues that advisors risk losing clients and assets to the next generations if they do not learn to connect through preferred digital channels.
Blueprint to online success - how to roll out a new digital marketing program...Loic Jeanjean
This document outlines an 8-step process for financial firms to successfully roll out a new digital marketing program for advisors. Step 1 involves testing a website prototype with a small control group of advisors to evaluate usability, personalization, search optimization, and other criteria. Subsequent steps include building a team of champion advisors, formalizing training programs, gradually expanding the rollout, and monitoring results. The goal is to empower advisors with modern digital tools while ensuring compliance.
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.
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
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 document discusses social selling and provides guidance on implementing a social selling strategy and campaign on LinkedIn. Some key points:
- Social selling is a sales strategy that focuses on developing sustainable customer relationships through social media by directly engaging with potential customers.
- LinkedIn is positioned as a leading platform for social selling, particularly for B2B, given its large professional user base and suite of social selling tools.
- The document outlines the steps to build an effective social selling campaign on LinkedIn, including optimizing profiles, identifying leads, engaging through content marketing, monitoring leads, and contacting leads through InMail.
- Implementing a successful social selling strategy presents challenges like requiring collaboration between sales and marketing and
Social Media: People First! Visible-Banking.com @ MEFTEC 2009Christophe Langlois
This is the presentation I delivered at the MEFTEC 2009 in Bahrain (February 2009).
I invite you to check my coverage on www.Visible-Banking.com
Cheers,
Christophe
www.linkedin.com/in/christophelanglois
Why Community is at the CENTER of the Customer JourneyLeader Networks
This document discusses how online communities can support customers throughout their journey, from awareness of a company or product, to evaluation of options, making a first purchase, and ongoing retention. It provides examples of how communities help advance phases of the customer journey, such as providing information to customers in the awareness phase or answering questions in evaluation. The document also discusses the role of communities in educating new customers after purchase and helping companies retain existing customers.
Blueprint to online success - how to roll out a new digital marketing program...Loic Jeanjean
This document outlines an 8-step process for financial firms to successfully roll out a new digital marketing program for advisors. Step 1 involves testing a website prototype with a small control group of advisors to evaluate usability, personalization, search optimization, and other criteria. Subsequent steps include building a team of champion advisors, formalizing training programs, gradually expanding the rollout, and monitoring results. The goal is to empower advisors with modern digital tools while ensuring compliance.
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.
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
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 document discusses social selling and provides guidance on implementing a social selling strategy and campaign on LinkedIn. Some key points:
- Social selling is a sales strategy that focuses on developing sustainable customer relationships through social media by directly engaging with potential customers.
- LinkedIn is positioned as a leading platform for social selling, particularly for B2B, given its large professional user base and suite of social selling tools.
- The document outlines the steps to build an effective social selling campaign on LinkedIn, including optimizing profiles, identifying leads, engaging through content marketing, monitoring leads, and contacting leads through InMail.
- Implementing a successful social selling strategy presents challenges like requiring collaboration between sales and marketing and
Social Media: People First! Visible-Banking.com @ MEFTEC 2009Christophe Langlois
This is the presentation I delivered at the MEFTEC 2009 in Bahrain (February 2009).
I invite you to check my coverage on www.Visible-Banking.com
Cheers,
Christophe
www.linkedin.com/in/christophelanglois
Why Community is at the CENTER of the Customer JourneyLeader Networks
This document discusses how online communities can support customers throughout their journey, from awareness of a company or product, to evaluation of options, making a first purchase, and ongoing retention. It provides examples of how communities help advance phases of the customer journey, such as providing information to customers in the awareness phase or answering questions in evaluation. The document also discusses the role of communities in educating new customers after purchase and helping companies retain existing customers.
How SMBs in the Netherlands are embracing social media [2015 Research]LinkedIn Europe
SMBs are driving Europe back to growth, and relying on social media to help them do it. Here’s how to put together a winning social strategy to reach them:
B2B Domination: Marketing's huge opportunity to drive profitable growthRegalix
"B2B Domination: Marketing's huge opportunity to drive profitable growth" webinar by Regalix.
Presenter: Sean Geehan
Key Takeaways from the webinar:
• Unraveling the differences between B2B and B2C
• Increasing marketing’s credibility with the Leadership team
• Aligning strategies to market needs
• Engaging & leveraging your most valuable customers
• Achieving sustainable, predictable and profitable growth
You can watch the archived version of the webinar by visiting this link - http://bit.ly/1g0CSG2
Employee Advocacy - The Next Step in Digital Transformation Sociabble
It's not easy to stay relevant in today's social media landscape. Discover how companies like Microsoft and Sage have been able to boost their social media strategy and overall digital strategy using an effective employee advocacy program.
The document discusses how marketers must adapt to the digital age where IT decision makers have more control over their purchasing journey. It states that marketers need to develop the right strategies to engage IT decision makers through their various digital touchpoints. Specifically, marketers need to create meaningful interactions on social media and emphasize community building rather than just focusing on likes and shares. The document advocates for a community-based approach to social media marketing to connect with IT decision makers and influence their purchasing decisions.
How SMBs in Europe are embracing social media [2015 Research]LinkedIn Europe
SMBs are driving Europe back to growth, and relying on social media to help them do it. Here’s how to put together a winning social strategy to reach them:
Case Study about Reconverse on LinkedIn: Raising awareness for a new business with Company Pages
Visit marketing.linkedin.com for more success stories.
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.
This document provides an overview of how financial services firms can harness social networking to improve business processes and customer engagement. It discusses that social networking is transforming how businesses operate and customers expect constant connectivity. It then outlines five stages for an effective social engagement model: plan, listen, engage, measure, and evaluate/revise. It also discusses regulatory guidelines, building a social business strategy, and how information technology can support social networking initiatives. The key points are that financial firms need to embrace social networking where it makes sense, have a clear strategic plan, and ensure proper governance and tools to measure success.
What Law Firms Need to Know About Their ClientsJayne Navarre
This document discusses how clients, especially small businesses, are increasingly using social media for their businesses. It notes that half of lawyers surveyed do not know what social media platforms their clients use or how they use social media. The document provides statistics on social media use among Fortune 500 companies and small businesses to show how important social media has become. It encourages lawyers to learn about and support their clients' social media efforts.
LinkedIn: Home to the Global Business EliteLinkedIn
The latest round of the Global Business Elite survey shows over a third of the world’s most influential and affluent people using LinkedIn at least once a month.
The research shows the same level of penetration for LinkedIn amongst the highest-level C-Suite executives, 118,000 of whom use the network daily. And the platform also reaches 58% of international business travellers.
Top business users are amongst LinkedIn’s most engaged and digitally savvy members, with 83% accessing content via a smartphone. And with high personal net worth and big business-purchase budgets, they represent the most valuable consumers on the planet.
The Insights 2020 research presented here shows how companies can align insights and analytics strategy, structure and capability to drive business growth.
How social drives business growth – and business decisions
Europe’s most influential businesses have a new way of doing business following the global economic downturn. And it’s called social media.
New research from LinkedIn and Join the Dots proves that decision-makers in large and medium-sized European businesses (those with annual revenues of £4 million or €5 million) see social media as fundamental to doing business –and as a crucial driver of growth. Social is used to acquire new customers, generate leads, deliver content to a range of different audiences and generate advocacy and word of mouth; but also to inform all manner of business decisions, to listen to market trends, to source talent and to deliver customer service. And it’s rated as highly effective by over two-thirds of decision makers in all of these areas.
Nurturing the IT Committee Lead: Is Marketing Helping or Hurting?LinkedIn
This sneak preview of the latest LinkedIn IT research was presented during our 2014 Tech Roadshow. Learn more about how tech brands should build trust and credibility with IT Committee members on LinkedIn.
Now you can deliver more high-quality leads to your sales teams by engaging prospects anywhere online with relevant ads and content at every stage of the buying process.
Join LinkedIn's Head of B2B Marketing Dave Karel and Global Sr. Product Marketing Manager Sudeep Cherian as they walk you through the new Lead Accelerator platform.
You'll learn how to:
- Identify and target your highest value audiences.
- Sequence relevant messaging based on the profile and onsite behavior of your prospect.
- Increase conversion rates on forms using LinkedIn’s Autofill capability.
- Optimize ad creative and nurture stream design through platform-supported A/B testing.
- Measure impact at every stage of the buy process through built-in reporting.
Discover how to reach and engage more of the right people to drive more qualified leads and boost revenue for your business.
This document discusses creating interactive online communities. It begins with an introduction to the presenter and agenda. It then explains how brand interaction is changing from one-way communication to two-way engagement through social media. The presentation covers different types of online communities, case studies of successful communities, and key metrics for a successful community including great content, thought leadership, recurring visitors through fresh content, and monetization or motivation of the community. It concludes with tips for getting started such as defining objectives and innovating for the community.
Online reputation management platform where you can get your social reputation scores FREE.
What gets measured - gets improved. We take the major portion of measuring your social reputation score which makes a way for you to better the score for yourself. We Serve individuals as well as corporates with a complete range of online reputation management solutions. The better your goidentity score, the better you attract indviiduals and other businesses, enterprises.
ABN AMRO receive a significant ROI from their investment of time, organisation and creativity
ABN AMRO were finding it increasingly difficult to stay relevant in a media environment that is forever expanding and with so much content being consumed online each day the Netherlands bank needed a solution that enabled them to break through the noise. Using LinkedIn’s Sponsored Updates, ABN AMRO were able to deliver relevant and up to date content to their target audience’s LinkedIn news feeds.
In addition to leveraging Sponsored Updates to deliver their content, they also reorganised their publishing cadence and adopted a publisher’s mindset around financial education. A content calendar, editorial board and by using their employees as their “secret weapon”, ABN AMRO maximised the effect of their content marketing investment.
The results from the Sponsored Updates campaign speak for themselves with engagements rates as high as 3.25% and on average twice as high as internal benchmarks.
Check out the full case study here
Live Webinar: Winning Affluent MillennialsLinkedIn
Affluent Millennials are on the brink of a massive generational transfer of personal wealth and, as one of the largest generations in history, this powerful demographic will command major changes within the finance industry. How can you help your Financial Services clients prepare for it?
Tune into this webinar where Emily Friedman, senior research consultant at LinkedIn, will present results from a global study conducted by LinkedIn and Ipsos of about 9200 Millennial and GenX Internet users to answer this question.
Linkedin API Possibilities Workshop - FinanceConnect:13 LinkedIn
This document summarizes an API Possibilities Workshop presented by LinkedIn. It provides examples of how LinkedIn APIs can be used to enhance websites and apps. Specifically, it outlines user journeys for finding advisors, creating a social content hub, analyzing profiles, and promoting events. It also discusses measuring performance and next steps for commercial usage, concluding with an invitation to an interactive group activity to design solutions using LinkedIn data.
This document discusses the challenges facing wealth managers in adapting to digital advice models. It notes that consumers now begin their financial journeys online through research and want digital tools to manage their finances. A major challenge is the impending generational wealth transfer from Baby Boomers to younger generations like Millennials who expect a digital experience. The document advocates for a three-tiered advisory approach using human advisors, hybrid human-digital models, and digital-only options to serve different client segments. Wealth managers must embrace digital tools and strategies to attract younger clients and adapt to their preferences in order to grow their practices.
Sarah Carter, VP of Marketing at Actiance, will present a workshop on social media security and compliance for financial institutions. She will discuss why social media is important for reaching younger customers, who is using it effectively in the industry, and key requirements for adoption like content distribution, analytics, and sales integration. The workshop will also address participants' questions and concerns around their firms' social media policies and adoption challenges. Carter aims to provide best practices for financial organizations to safely harness the opportunities in social media.
How SMBs in the Netherlands are embracing social media [2015 Research]LinkedIn Europe
SMBs are driving Europe back to growth, and relying on social media to help them do it. Here’s how to put together a winning social strategy to reach them:
B2B Domination: Marketing's huge opportunity to drive profitable growthRegalix
"B2B Domination: Marketing's huge opportunity to drive profitable growth" webinar by Regalix.
Presenter: Sean Geehan
Key Takeaways from the webinar:
• Unraveling the differences between B2B and B2C
• Increasing marketing’s credibility with the Leadership team
• Aligning strategies to market needs
• Engaging & leveraging your most valuable customers
• Achieving sustainable, predictable and profitable growth
You can watch the archived version of the webinar by visiting this link - http://bit.ly/1g0CSG2
Employee Advocacy - The Next Step in Digital Transformation Sociabble
It's not easy to stay relevant in today's social media landscape. Discover how companies like Microsoft and Sage have been able to boost their social media strategy and overall digital strategy using an effective employee advocacy program.
The document discusses how marketers must adapt to the digital age where IT decision makers have more control over their purchasing journey. It states that marketers need to develop the right strategies to engage IT decision makers through their various digital touchpoints. Specifically, marketers need to create meaningful interactions on social media and emphasize community building rather than just focusing on likes and shares. The document advocates for a community-based approach to social media marketing to connect with IT decision makers and influence their purchasing decisions.
How SMBs in Europe are embracing social media [2015 Research]LinkedIn Europe
SMBs are driving Europe back to growth, and relying on social media to help them do it. Here’s how to put together a winning social strategy to reach them:
Case Study about Reconverse on LinkedIn: Raising awareness for a new business with Company Pages
Visit marketing.linkedin.com for more success stories.
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.
This document provides an overview of how financial services firms can harness social networking to improve business processes and customer engagement. It discusses that social networking is transforming how businesses operate and customers expect constant connectivity. It then outlines five stages for an effective social engagement model: plan, listen, engage, measure, and evaluate/revise. It also discusses regulatory guidelines, building a social business strategy, and how information technology can support social networking initiatives. The key points are that financial firms need to embrace social networking where it makes sense, have a clear strategic plan, and ensure proper governance and tools to measure success.
What Law Firms Need to Know About Their ClientsJayne Navarre
This document discusses how clients, especially small businesses, are increasingly using social media for their businesses. It notes that half of lawyers surveyed do not know what social media platforms their clients use or how they use social media. The document provides statistics on social media use among Fortune 500 companies and small businesses to show how important social media has become. It encourages lawyers to learn about and support their clients' social media efforts.
LinkedIn: Home to the Global Business EliteLinkedIn
The latest round of the Global Business Elite survey shows over a third of the world’s most influential and affluent people using LinkedIn at least once a month.
The research shows the same level of penetration for LinkedIn amongst the highest-level C-Suite executives, 118,000 of whom use the network daily. And the platform also reaches 58% of international business travellers.
Top business users are amongst LinkedIn’s most engaged and digitally savvy members, with 83% accessing content via a smartphone. And with high personal net worth and big business-purchase budgets, they represent the most valuable consumers on the planet.
The Insights 2020 research presented here shows how companies can align insights and analytics strategy, structure and capability to drive business growth.
How social drives business growth – and business decisions
Europe’s most influential businesses have a new way of doing business following the global economic downturn. And it’s called social media.
New research from LinkedIn and Join the Dots proves that decision-makers in large and medium-sized European businesses (those with annual revenues of £4 million or €5 million) see social media as fundamental to doing business –and as a crucial driver of growth. Social is used to acquire new customers, generate leads, deliver content to a range of different audiences and generate advocacy and word of mouth; but also to inform all manner of business decisions, to listen to market trends, to source talent and to deliver customer service. And it’s rated as highly effective by over two-thirds of decision makers in all of these areas.
Nurturing the IT Committee Lead: Is Marketing Helping or Hurting?LinkedIn
This sneak preview of the latest LinkedIn IT research was presented during our 2014 Tech Roadshow. Learn more about how tech brands should build trust and credibility with IT Committee members on LinkedIn.
Now you can deliver more high-quality leads to your sales teams by engaging prospects anywhere online with relevant ads and content at every stage of the buying process.
Join LinkedIn's Head of B2B Marketing Dave Karel and Global Sr. Product Marketing Manager Sudeep Cherian as they walk you through the new Lead Accelerator platform.
You'll learn how to:
- Identify and target your highest value audiences.
- Sequence relevant messaging based on the profile and onsite behavior of your prospect.
- Increase conversion rates on forms using LinkedIn’s Autofill capability.
- Optimize ad creative and nurture stream design through platform-supported A/B testing.
- Measure impact at every stage of the buy process through built-in reporting.
Discover how to reach and engage more of the right people to drive more qualified leads and boost revenue for your business.
This document discusses creating interactive online communities. It begins with an introduction to the presenter and agenda. It then explains how brand interaction is changing from one-way communication to two-way engagement through social media. The presentation covers different types of online communities, case studies of successful communities, and key metrics for a successful community including great content, thought leadership, recurring visitors through fresh content, and monetization or motivation of the community. It concludes with tips for getting started such as defining objectives and innovating for the community.
Online reputation management platform where you can get your social reputation scores FREE.
What gets measured - gets improved. We take the major portion of measuring your social reputation score which makes a way for you to better the score for yourself. We Serve individuals as well as corporates with a complete range of online reputation management solutions. The better your goidentity score, the better you attract indviiduals and other businesses, enterprises.
ABN AMRO receive a significant ROI from their investment of time, organisation and creativity
ABN AMRO were finding it increasingly difficult to stay relevant in a media environment that is forever expanding and with so much content being consumed online each day the Netherlands bank needed a solution that enabled them to break through the noise. Using LinkedIn’s Sponsored Updates, ABN AMRO were able to deliver relevant and up to date content to their target audience’s LinkedIn news feeds.
In addition to leveraging Sponsored Updates to deliver their content, they also reorganised their publishing cadence and adopted a publisher’s mindset around financial education. A content calendar, editorial board and by using their employees as their “secret weapon”, ABN AMRO maximised the effect of their content marketing investment.
The results from the Sponsored Updates campaign speak for themselves with engagements rates as high as 3.25% and on average twice as high as internal benchmarks.
Check out the full case study here
Live Webinar: Winning Affluent MillennialsLinkedIn
Affluent Millennials are on the brink of a massive generational transfer of personal wealth and, as one of the largest generations in history, this powerful demographic will command major changes within the finance industry. How can you help your Financial Services clients prepare for it?
Tune into this webinar where Emily Friedman, senior research consultant at LinkedIn, will present results from a global study conducted by LinkedIn and Ipsos of about 9200 Millennial and GenX Internet users to answer this question.
Linkedin API Possibilities Workshop - FinanceConnect:13 LinkedIn
This document summarizes an API Possibilities Workshop presented by LinkedIn. It provides examples of how LinkedIn APIs can be used to enhance websites and apps. Specifically, it outlines user journeys for finding advisors, creating a social content hub, analyzing profiles, and promoting events. It also discusses measuring performance and next steps for commercial usage, concluding with an invitation to an interactive group activity to design solutions using LinkedIn data.
This document discusses the challenges facing wealth managers in adapting to digital advice models. It notes that consumers now begin their financial journeys online through research and want digital tools to manage their finances. A major challenge is the impending generational wealth transfer from Baby Boomers to younger generations like Millennials who expect a digital experience. The document advocates for a three-tiered advisory approach using human advisors, hybrid human-digital models, and digital-only options to serve different client segments. Wealth managers must embrace digital tools and strategies to attract younger clients and adapt to their preferences in order to grow their practices.
Sarah Carter, VP of Marketing at Actiance, will present a workshop on social media security and compliance for financial institutions. She will discuss why social media is important for reaching younger customers, who is using it effectively in the industry, and key requirements for adoption like content distribution, analytics, and sales integration. The workshop will also address participants' questions and concerns around their firms' social media policies and adoption challenges. Carter aims to provide best practices for financial organizations to safely harness the opportunities in social media.
Social Media Publishing for Investment ProfessionalsIR Smartt Inc.
The document provides guidance for investment professionals on using social media for business purposes. It discusses how social media can be used to build trust with clients, gain insights into target audiences, enhance personal branding, and track engagement. The key recommendations are to plan social media strategies aimed at specific goals, engage current clients, build an expertise-driven personal brand through high-quality content, stay compliant with regulations, and continuously analyze engagement and progress.
This document provides an overview of robo-advisory technology solutions and how advisors can leverage them. It discusses how robo-advisors work, targeting younger investors, and how advisors can integrate these solutions into their practices to attract new clients, improve efficiency, and free up time for personalized client interactions. TD Ameritrade has partnerships with multiple robo-technology providers to help advisors adopt these solutions while maintaining their business models.
Wealth Management: Traveling the Social Street to Influence Minds and Investm...Cognizant
Wealth management firms are increasingly adopting social media strategies to engage younger clients and build their brands. Younger generations expect personalized, on-demand services and recommendations from peers on social platforms. While regulations and compliance issues initially discouraged social media use, recent regulatory changes make social media a more viable option for wealth firms. The document recommends wealth firms develop social media strategies around five key areas: gaining customer insights from social conversations; creating valuable educational content; engaging in conversations with clients; integrating social media across marketing channels; and ensuring compliance and risk management. When done effectively, social media allows firms to strengthen relationships with clients, prospect new clients, and monitor their brand reputation.
5 Reasons Social Media Matters to Financial AdvisorsSherry Chen
1) 68% of U.S. online adults with investment accounts have social media profiles, and nearly 2/3 of mass affluent consumers take action after discovering financial products on social media.
2) Women are leading the growth of social media usage, and their behavior is more focused on building relationships than men.
3) 7/10 financial advisors are already using social media for business purposes, and 15.4% have gained new clients through social media.
linkedin-financial-services-and-social-media-success-en-usSean Fox
This document discusses how leading financial services firms have driven adoption of social media, changed client behaviors, and improved performance through social selling. It provides an overview of research showing increasing numbers of financial professionals using social media like LinkedIn for business purposes. It then outlines best practices of top performing companies, including sharing valuable industry insights and thought leadership online to build trust and establish themselves as experts. It emphasizes the importance of social selling given that clients now research options online and encourages benchmarking social selling efforts against the LinkedIn Social Selling Index.
The conference will feature over 40 speakers from major financial institutions discussing innovative digital marketing strategies. There will be 25 interactive sessions over 6 tracks covering topics like mobile marketing, digital transformation, social media, analytics and more. Attendees will gain insights from case studies and panels to help maximize their digital efforts within regulatory compliance. The two-day event aims to help financial marketers deepen customer relationships and drive revenue through digital channels.
SproutChange is a digital peer-to-peer lending platform that allows retail investors to invest small amounts in local socially responsible businesses. It addresses the problems of limited investment options for average investors and lack of financing for local businesses. By connecting investors directly to borrowers, it offers higher returns than traditional options and supports socially responsible growth. The target market is millennials and students who want to interact with and influence how their money grows. SproutChange will promote itself through social media, videos, and university partnerships to acquire its first customers and establish itself in the emerging Canadian peer-to-peer lending market.
Fintech & Insurtech - Lending Platforms: Company presentation by Bulent Tekmen, Co-Founder & CEO of Colendi, at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Digital Transformation of U.S. Private BankingCognizant
U.S. private banks need to rethink their business models and accelerate their push to meet the ever-rising expectations of digitally savvy high-net-worth clients.
Hilarie Koplow-McAdams, President Commercial SMB Unit for Salesforce, and Michael Lazerow, CMO of Marketing Cloud for Salesforce, made this presentation at the McKinsey Chief Marketing & Sales Officer Forum event in 2012.
The document discusses protecting brands on social media by managing privacy, risk, and compliance. It covers challenges like complexity, adoption, return on investment, enablement, data control, and threats that companies face with multiple social networks and collaboration tools. Regulations require social media be subject to the same rules as traditional media, with documented policies, procedures, disclosures, supervision and training. Software can help with governance, permissions, data removal, and flexibility. Risks include financial, operational, regulatory, information security, and reputational risks. Effective social media governance includes policies, frameworks, crisis response, regulatory compliance, strategies, awareness and data privacy controls.
The revolution that business is undergoing at the hands of social media continues to dominate discussion in the financial services world.
While virtually all organizations are adapting in some manner to the new possibilities and challenges presented by social business, some industries face specific hurdles when looking to do so. Financial services is a prime example.
How should financial brands react to these changes, and what are the leading businesses in the sector doing to get ahead?
Read this free report to discover:
- The current challenges and opportunities within the financial sector with regard to social media
- Five specific, practical ways financial brands can get ahead and advance their social media listening activities, with examples
More info available here: http://bit.ly/OYiNdW
The document provides guidance on developing an enterprise social media strategy. It discusses the key elements of listening, measurement and analysis, and engagement. For listening, it recommends providing tools to listen to customers and gain competitive insights. Measurement involves metrics like reach, share of conversation, and referrals. Engagement requires preparing an organization by designating leadership, creating guidelines, and communicating. The basics of engagement are to be real, relevant, practical, patient, and active. It also provides tips for B2B social media and announces an upcoming discussion at Dreamforce 2011.
This document discusses the potential for "Robo-Advisors" or software-assisted wealth management advisors to address challenges in the industry. It notes rising customer expectations, threats of substitution from online advisors, growing costs and regulatory pressures, and the need for customizable service models. The rationale presented is that Robo-Advisors could help standardize solutions while still offering customization. They could assist human advisors in comprehensively handling client diversity and needs to structure optimal financial solutions. If effectively positioned and implemented, Robo-Advisors could enhance existing wealth management products and revolutionize the advisory business, particularly for underserved emerging markets.
Sink or-swim-why-wealth-management-can’t-afford-to-miss-the-digital-waveEthos Media S.A.
1) High net worth individuals strongly believe in paying for expert financial advice to help them reach their goals, though they have concerns about risks like losing money that drive this need for advice.
2) While wealthy individuals view their wealth positively and as enabling opportunities, their main goals are financial security, stability, and enjoying life. Younger high net worth individuals are more focused on personal passions and career success.
3) The wealth management industry is well-positioned to address wealthy clients' appetite for expertise, but needs to improve efficiency and responsiveness through better digital technology in order to fully meet client needs and scale up services.
Similar to Step into digital - how to position advisors for online success (20)
This document provides instructions on various features of an advisor website dashboard, including how to add new pages and team members, edit existing content, view basic website analytics, and insert metadata like descriptions and keywords when editing pages. Key steps include selecting the Primary links menu to add a new page to navigation, dragging and dropping menu items to rearrange them, and saving work regularly. More in-depth analytics can be viewed by connecting a Google Analytics account.
Freedom 55 Financial 2010 - new website featuresLoic Jeanjean
The document outlines updates and new features for the 2010 website program for Freedom 55 Financial. Key points include:
1. New designs and the ability to add social media profiles like LinkedIn and Facebook.
2. Customizable pages to share information with clients and visitors.
3. A resources page with links, documents and PDFs.
4. Marketing support through a blog and quarterly webinars.
Learn how to master LinkedIn's intricacies and see how it can benefit your business. This presentation was geared towards financial advisors and members of the financial services industry.
Gold key advisors boost your online presenceLoic Jeanjean
The goal of this presentation is to help Great-West Life Gold Key advisors and financial planners maximize their financial website, get the most out of online marketing tools available to them, explore social media and increase their ROI.
2. Advisor Websites is a global software leader providing
website and digital marketing solutions for the financial
services and insurance industries. With a multi award-
winning platform, Advisor Websites partners with its
customers to create and maintain an exceptional and
compliant digital presence that turns online traffic into new
business. Advisor Websites partners with more than 125
financial institutions across North America including Sun
Life, Investors Group, LPL Financial, New York Life and
major custodians like TD Ameritrade, Fidelity and Charles
Schwab. Advisor Websites empowers more than 6,000
financial service professionals to engage new prospects
and clients online with a results-focused, mobile responsive
website. Advisors receive education and training on digital
marketing best practices, have access to a library of
pre-approved content and more than one dozen custom
integrations including Salesforce, Redtail, Hootsuite,
Mailchimp and Riskalyze. With an enterprise platform built
at its core, Advisor Websites is designed to meet the legal
regulatory compliance and security rules and policies that
guide the financial industry.
Advisor Websites is a Strategic Partner of the Financial
Planning Association, and participates as a sponsor and
speaker at many industry events such as the FPA Business
Education conference, and TD Ameritrade Annual. Named
a 2015 Best Service Provider by Wealth Pro Magazine, and
a 2015 Best Place to Work in British Columbia, the company
is headquartered in Vancouver, Canada.
Loic Jeanjean
Director, Sales and Marketing
1.866.638.0273 x212
For more information contact:
1
About
Advisor Websites
3. What is
?
Advisor Websites is the
easy-to-use, compliant
website solution for
financial advisors. We’re
experts at financial web
design and work with
thousands of advisors
across North America to
build and maintain a website
that achieves results (think:
new leads and happier
clients).
With Advisor Websites,
you can:
Build and publish a
website you love
Be fully compliant online
Login and customize your
content anytime
Integrate your website
with tools you’re already
using
What is
?
Try Advisor Websites
Free for 30 days
Advisor Websites is the
easy-to-use, compliant
website solution for
financial advisors. We’re
experts at financial web
design and work with
thousands of advisors
across North America to
build and maintain a website
that achieves results (think:
new leads and happier
clients).
With Advisor Websites,
you can:
Build and publish a
website you love
Be fully compliant online
Login and customize your
content anytime
Integrate your website
with tools you’re already
using
2
Book a Demo
4. 3
Table of Contents
Introduction
Why it Matters
The Digitally Elusive Generation
Don’t Forget the Boomers
Industry Challenges
What Financial Advisors Need to Compete
The Key Elements of a Modern Digital Strategy
Content is Always King
Social Media Integration
Easing the Social Media Compliance Burden
Responsive or Mobile-Friendly Design
Final Thoughts
4
5
6
8
9
12
13
14
17
20
21
22
5. 4
Introduction
With many broker-dealers, custodians and advisory firms
already looking ahead to Robo Technology, most have
yet to put the essential pieces in place to position their
financial advisors competitively in the digital world.
What it means for the firms and financial advisors; and
what it will take to compete for next generation clients.
Who is this Guide for?
Marketing, Distribution and Technology Officers of
Broker-Dealers, Custodian and Advisory Firms along with
any stakeholders in Advisor Growth and Retention.
6. 5
Why it Matters
Sitting at the threshold of the greatest intergenerational
transfer of wealth, in which an estimated $30 trillion dollars
will pass from baby boomers to the next generations over
the next three or four decades, financial advisors could be
looking at an unprecedented opportunity for growth or they
could be facing the greatest threat to their survival.
Why the disparity in outlook? Some financial advisors will
be better positioned to capture the attention and trust of
the next generations; while others will be all but invisible
in a digitally-wired world. The financial advisors that fail
to connect with the children of their baby boomer clients,
stand a better than even chance they will lose the assets
upon their transfer.
Although many factors can contribute to the heirs’ decision
to take the money and run, it is the inability to relate to
the next generations in a manner compatible with their
preferences and expectations for social interaction and
communication that can weigh the heaviest. Generations
X and Y are anchored in a technologically-driven mores
that must be understood and fully embraced by anyone
who hopes to gain their favor and, in the case of financial
advisors, their trust.
7. 6
The Digitally Elusive
Generation
Financial advisors won’t have to wait until the Great
Wealth Transfer to feel the effects of Gen X and Y
unresponsiveness, because it’s happening right now.
According to Fidelity research, the emerging affluent are
twice as likely as their millionaire, baby boomer parents to
find their financial advisor through Internet research and
social media.1
The Fidelity study revealed even more about the
preferences of the emerging affluent investor (age 21 to 49,
$50,000 to $250,000+ of assets; $100,000+ income):
1 Fidelity Research. The 2014 Fidelity Millionaire Outlook.
https://www.fidelity.com/about-fidelity/institutional-invest-
ment-management/emerging-affluent-search-for-an-advi-
sor-online
8. 60%
7
The study’s authors fully expect these percentages to
increase as more advisors make themselves digitally
available. The conclusion drawn by the study is that,
if advisors don’t have an online presence and don’t
demonstrate an ability or desire to communicate with next
generation clients and prospects through social media and
other forms of digital interaction, they risk irrelevance.
· Nearly 60 percent of
emerging affluent investors have
a significantly more positive
impression of advisors with a
good website.
· 38 percent follow their advisor
on social media sites
· 30 percent say they are more
likely to relate to a financial
advisor who has a social media
presence.
38%
30%
9. 8
Don’t Forget the Boomers
While most of the financial services industry has been laser-
focused on the baby boomer generation for the last decade,
it may have missed a technological transformation that has
occurred in that same timeframe; which is that boomers are
not only online en masse, they now comprise more than half
of all Facebook users. More than 65 percent of adults ages
50 to 65 and nearly half over the age of 65 use some form of
social media. In that group, women, who will control half of
the nation’s wealth by the year 2020, are online the most.2
2 Pew Research Center. Social Media Fact Sheet http://www.
pewinternet.org/fact-sheets/social-networking-fact-sheet/
January 2014
10. 9
Industry Challenges
Unless you’ve been living under a rock for the last four or
five years, the trend has been undeniable, and its trajectory
grows steeper with every passing year. Although very few
firms are fighting the trend, the chasm between where
clients are, regarding technology, and where many advisory
firms are is as wide as ever with most financial advisors
languishing in technological mediocrity, or worse, when it
comes to establishing an effective online presence.
“...the chasm between where clients are,
regarding technology, and where many
advisory firms are is as wide as ever with most
financial advisors languishing in technological
mediocrity, or worse, when it comes to
establishing an effective online presence.”
Some firms are currently undertaking major initiatives
to catch up, while others continue to struggle with the
same fundamental issues that have slowed their entry
into the digital world from the beginning. For many firms,
compliance issues continue to be a drag on efforts to fully
embrace the potential of web marketing for their advisors;
however, other issues may be slowing the march forward:
11. 10
Slow adoption: Financial advisors tend to be slow adopters
of any technology. However, the transformation from
traditional marketing practices to web marketing has been
especially slow, hampered in part by compliance issues,
but primarily from reluctance.
Aging advisor population: Financial advisors have been
slow adopters as a whole; however, older financial advisors
have avoided the transformation like the plague. Their
excuse? Their clients are older as well and happy with the
traditional advisory relationship. The reality? As the research
indicates, at least half of their clients are online and using
social media.
Compliance: For some firms, compliance issues continue
to slow progress; although many firms have worked
through the compliance issues by fully adapting the FINRA
guidelines and investing in new technology that aids in
oversight and review of web content.
Inadequate technology and resources: Many independent
advisory firms have been able to react more quickly to the
technology needs of their financial advisors due to their
nimbleness and their ability to control compliance issues
at a local level. Although they’re gradually progressing,
larger firms with centralized marketing and compliance
departments have been limited in their ability to respond
except on a mass scale which limits the ability of financial
advisors to personalize their websites or actively engage
in social media. Although it may satisfy the need to have
a website, it does very little to create the critical online
presence today’s advisors need.
12. 11
Unquestionably, advisory firms face numerous challenges
in moving to the forefront of the type of technology that will
keep their financial advisors competitive in the quest for
next generation clients. The larger challenge, however, will
be retaining financial advisors who fear the deep descent
into obscurity that will occur without the means to market
themselves. Numerous surveys have identified marketing
as the top concern for financial advisors who have little
appetite for old-school approaches; yet the vast majority of
financial advisors are still sitting on the outside of the digital
world looking in.
“Numerous surveys have identified marketing
as the top concern for financial advisors who
have little appetite for old-school approaches;
yet the vast majority of financial advisors are
still sitting on the outside of the digital world
looking in.”
In a digital world, in which financial advisors must be able to
raise their visibility, establish their authority build influence,
and communicate effectively with their clients and target
markets, broker-dealers and advisory firms must find ways
to help them create an online presence using the best
practices of advisor web marketing.
13. What Financial Advisors
Need Just to Compete
12
What we all know to be true is that having a web presence is
critical, if for no other reason than to validate one’s existence
to the market. At a minimum, a website is today’s business
card, without which there is no legitimacy. Recognizing
this, many financial advisors or their firms rushed to create
static websites, which sufficed as a business card, but were
largely unimaginative and technologically lacking.
For the more discerning, tech-savvy next generation
client, these templated websites don’t instill a high level of
confidence. Anything less than a modern digital strategy is
very likely to render a financial advisor invisible to a market
that is poised to control $30 trillion of assets.
For the more discerning, tech-savvy next
generation client, these templated websites
don’t instill a high level of confidence.
Anything less than a modern digital strategy
is very likely to render a financial advisor
invisible to a market that is poised to control
$30 trillion of assets.
14. 13
I. Fresh, compelling, original Digital Content
II. Integrated Social Media
III. Responsive Design
At its core, a modern digital strategy must include certain
key elements for positioning a financial advisor in the
market, identifying the target market, conveying a core
message, and a method of cultivating contacts and
relationships. The basic components of an advisor digital
portfolio, or web apparatus, should include a website, a
blog, email marketing, and a social media presence on
relevant networks, all integrated into a comprehensive
strategy. With that as the structure, the key elements that
are essential to the strategy include:
The Key Elements of a
Modern Digital Strategy
15. I. Content is always King
The whole purpose of the Internet is to house content that
can be instantly delivered to users based on their needs,
preferences, and priorities. Consider the last time you
searched for relevant content; when you came across a
site that lacked content, or contained content that wasn’t
current, compelling or useful, you probably clicked right
through to the next site, all in a matter of seconds. The
impression was near instantaneous.
Now imagine a referred lead, maybe the son of a baby
boomer client, going to one of your advisor’s static,
templated website and finds no fresh or compelling content.
No way to learn anything distinguishing about the advisor;
no way to gain any insight into his or her practice; no way to
determine his or her level of expertise. In this case, the first
impression is most likely going to be the last impression.
Aside from the fact that digital content is what people look
for when they go to a website, it serves three very critical
purposes:
14
16. · It keeps the user on the site, and/or keeps them
coming back. Whether it’s the static content on the
web pages, or the blog posts, or the pod casts, or the
availability of webinars, fresh, compelling, well-written,
digital content is the primary driver of user “stickiness,”
increasing the chance for interaction with the advisor.
· It can be what differentiates the advisor. At a
minimum, the static web content on the web pages must
be well written and imaginative to the point where it helps
to establish the value of the advisor, offering some sense
of personal insight and professional distinction. However,
it is often the fresh content that is published daily, weekly,
or, at a minimum, monthly, that offers the greatest insight
into the practices, methods, expertise, and philosophy of
the advisor that users look for.
· It’s essential to raise the visibility of the advisor. It is
content that establishes the advisor as an authority and
helps them build influence in their target market, whether
it sits on their website or is funneled out to social media.
It’s what the market responds to creating opportunities
for making new contacts and generating leads. It’s also
what the search engines respond to in ranking websites.
Websites that contain always fresh, relevant, compelling
content rank much higher than those that don’t.
· It is what spurs the call-to-action. Whether it’s a timely
blog post, pod cast, an offer of a free report, or invitation
to a webinar, it is the content that triggers action. Financial
advisors with well-placed content consistently receive
calls from clients or prospects responding to an article or
pod cast.
15
17. Of course, digital content can also be the bane of OSJs and
compliance officers, which is why most financial advisors
do not currently post fresh content. Understanding the
significance of content in advancing the online presence
of their advisors has spurred several broker-dealers and
advisory firms to find ways to streamline the processes
for content review and publishing. The digital content
component may be the most essential in an effective digital
strategy, without which, financial advisors will likely remain
invisible.
A word about Blogging
The most successful inbound marketing strategies are
built on a foundation of original, handcrafted content that
provides its audience with value. Blogs are the primary
tool for adding a constant stream of fresh content that
can raise visibility, enhance the advisor’s brand, expand
market reach, and engage clients and prospects. When
integrated with the advisor’s social media apparatus, it
becomes the hub of their online presence, directing traffic
between social media sites and the advisor’s website.
Did you know? Companies that blog 15 or more times
per month get 5 times more traffic than companies that
don’t blog at all.
16
18. It has been well-established that, in the digital world, if you
want to be found, connected and relevant, you must have
an online presence, and the driver of social engagement,
lead generation, website traffic and referred leads is social
media. For much of the next generation, and an increasing
number of boomers, you simply don’t exist unless you are
actively engaged online.
According to a Putnam Investments survey of more than
700 advisors, the number of financial advisors using
social media has been steadily increasing for the last five
years, with 73 percent of men and 82 percent of women
now on board. 66 percent reported that its use has led
to significant client growth averaging nearly $2 million in
assets. LinkedIn continues to be the primary go-to site for
advisors, but the survey indicates an increase in activity on
Facebook, Twitter and Google+.
II. Social Media Integration
01 00 200 300 400 500 600 700 800
700+ Advisors surveyed
73% Male Advisors
82% Female Advisors
On board with Social Media
66% Reported Growth via Social Media
17
19. The marked increase in social media use by advisors is
not surprising considering the significant increase in social
media use by mass-affluent and high-net worth clients. A
study by LinkedIn reveals that nearly 90 percent of mass
affluent users ($100,000 to $1,000,000 in investable assets)
indicate they are highly engaged with financial companies
and that nearly half are engaged with them through social
media. One of the main reasons they cite is to research
advisors and firms to help in their decision to work with one.
It is also well-established that social media is the preferred
form of contact and communication for an increasing
number of mass affluent and high-net worth clients.
18
20. With a social media presence, financial advisors create the
opportunity to engage with potential clients wherever they
are. And, with the ability to fine-tune their presence to
the markets they want to target, they can narrow their
focus and sharpen their message for those they want
to attract. The objective of social media engagement is not
to “sell” or even offer your services; rather it is to establish
yourself as an authority (and a friendly person) who is
willing to engage with other over topics that are important
to them. An increasing number of advisors are starting to
engage on a more personal level on social networks such
as Facebook. Regardless, the goal is to increase visibility,
make connections, and cultivate relationships.
As it relates to the digital strategy, social media plays a
critical role in delivering content and driving traffic to the
advisors’ websites. When advisors offer up a relevant article
on a social media site, it will link the interested user back to
the website where they can continue to learn more about
the advisor. It is through a proactive social media campaign
where advisors will develop most of their contacts that can
be converted into legitimate leads.
Did you know? 28% of investment professionals
had investigated an issue based on something they
had seen on Twitter and 12% had made an investment
decision after reading Twitter.
19
21. With the release of FINRA guidelines pertaining to
social media use, many firms have been able to
develop protocols that are easily followed. Some firms
have introduced social media training and coaching
along with tools and resources advisors can use while
accounting for compliance, legal and branding issues.
With the introduction of new technology, firms can now
automatically monitor and archive online posts that can be
reviewed by their compliance departments. Recognizing
the significance a professional, well-orchestrated social
media strategy can have on business development, most
firms are moving more quickly to developing solutions for
greater ease of use.
Easing the Social Media
Compliance Burden
20
22. III. Responsive or
Mobile-Friendly Design
Once thought to be a luxury of website design, responsive
or mobile-friendly design is quickly becoming an essential
requirement. Each year, as the number of different types of
devices, platforms and browsers increase, web design has
to take into account all of their various sizes and shapes in
order to able to deliver an optimal web experience. If you’ve
ever tried to view and navigate a non-responsive website on
a smart phone or even an IPad, you’ll know what we mean.
With more users (especially next generation clients)
relying on mobile devices to browse the Internet,
a website must be able to respond to the screen
size and orientation of the device. That also includes
responsiveness to the user’s preferences – landscape or
portrait, image size, and type of device (i.e. able to switch
from an IPad to an IPhone). Of course, that would eliminate
the need to develop different designs for different devices;
however, it also means finding a web designer or website
provider specializing in responsive design.
Did you know? The latest data shows a consolidation
with mobile digital media time in the US significantly
higher at 51% compared to desktop (42%)
21
23. Final Thoughts
The financial services industry is finally starting to realize
that technology has shifted the power of the message
to the consumer. The days of mass marketing, and
forcing the message onto the consumers are over. Web
technology and social media along with the continuous
innovation of the devices that deliver it, have empowered
consumers to dictate through their behavior, preferences
and expectations which messages they want to receive,
and how and when they will receive them. More
importantly, they fully control how they and when and to
whom they will respond.
The impact on the ability of financial advisors to be able
to connect with their desired markets and communicate in
a way that engenders trust hinges on the technology they
have available at their fingertips. In the next five years, the
success of your financial advisors will come down to how
effectively they can scale and manage client acquisition
and retention in the digital arena. For next generation
clients, advisors will have to be able to demonstrate their
nimbleness and proficiency in high tech before they
can achieve high touch and high trust. Providing such
a customized experience for all clients and prospects is
simply beyond the realm of financial advisors without a
comprehensive, well-designed digital strategy.
22
24. Broker-dealers and advisory firms intent on moving their
advisors to the forefront of web marketing should consider
partnering with technology providers that can assist in
the development and delivery of a comprehensive digital
strategy that includes responsive websites, integrated
social media, content creation as well as the training,
coaching and resources to implement it.
23
“In the next five years, the success of your financial
advisors will come down to how effectively they can
scale and manage client acquisition and retention in
the digital arena. For next generation clients, advisors
will have to be able to demonstrate their nimbleness
and proficiency in high tech before they can achieve
high touch and high trust. Providing such a customized
experience for all clients and prospects is simply
beyond the realm of financial advisors without a
comprehensive, well-designed digital strategy.”
25. 24
Try Advisor Websites
Free for 7 days
Advisor Websites is the
easy-to-use, compliant
website solution for
financial advisors. We’re
experts at financial web
design and work with
thousands of advisors
across North America to
build and maintain a website
that achieves results (think:
new leads and happier
clients).
With Advisor Websites,
you can:
Build and publish a
website you love
Be fully compliant online
Login and customize your
content anytime
Integrate your website
with tools you’re already
using
Try Advisor Websites
Free for 30 days
Advisor Websites is the
easy-to-use, compliant
website solution for
financial advisors. We’re
experts at financial web
design and work with
thousands of advisors
across North America to
build and maintain a website
that achieves results (think:
new leads and happier
clients).
With Advisor Websites,
you can:
Build and publish a
website you love
Be fully compliant online
Login and customize your
content anytime
Integrate your website
with tools you’re already
using