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Category Archive for 'CRM'

Social media is just making its way to the financial services sector. A recent research report by American Century Investments found only 14% of financial advisory firms reporting that social media is producing tangible value for their firms. That’s pretty damning evidence until you see that only 19% reported using social media daily or more [...]

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Shell shocked by the current recession, some businesses are resorting to extremes. Several large businesses recently told me that they are simply doing no marketing at all this year. They’d like to be called in November so that we can plan for 2011. Seriously, call me next year? Other businesses are seeing the downturn as [...]

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Part 3 of 3 — This week SPURspectives is examining the new opportunity opening up in the securities sector as a result of changes in the FINRA guidance regarding social media use. Social media is taking off and FINRA has said you are now free to move about the cabin. In this three part series [...]

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Part 2 of 3 — Yesterday’s post looked at the first two principles from Hildy Gottlieb’s book, The Pollyanna Principles, in light of how they might be applied to the securities sector’s opportunity with social media. Today SPURspectives is covering a few more of the principles and how they address some of the biggest objections [...]

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Part 1 of 3 — The securities business is now free to participate in social media, thanks to the new FINRA guidelines. This should have a significant impact on the investment community interacts with customers. Needless to say, the financial sector is late to the social media party, but there are advantages to arriving late. [...]

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The saying, “all good things come to pass,” is probably falling on the lips of more than one CEO at a financial firm these days. No, I’m not talking about market events; I’m talking about social media. The financial sector’s reluctance to use social channels is officially over. FINRA, the regulatory organization that provides rules [...]

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Have you ever been so delighted with something that you called the provider’s call center to tell them? Yeah, I haven’t either. Have you ever called for help because you’re having a problem? I think we all have and it usually isn’t pretty. Working in a call center is a tough job. Lots of companies [...]

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Seth Godin’s recent blog post, “Too much data leads to not enough belief,” accurately asserts that we become skeptical when facing a lot of data that has been offered to prove a point. He goes on to say that the real mission of marketing is to make an emotional connection. I couldn’t agree more. However, [...]

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You’ve seen the look — the patronizing nod when you suggest using social media in your marketing mix. You know what they are thinking. Where’s the tangible benefit? We use accepted financial measures; sales, margins, profit, and return on assets (ROA). Rather than turn with your tail between your legs, tell what you can deliver [...]

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The financial sector is great with numbers. They collect more data than you can imagine. At Spur, we use it to customize communications for investors. Since no two investors are alike, we use what we know about them to create communications that are specific to their individual needs. We slice and dice market data for [...]

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