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Category Archive for 'CRM'

Part 3 of How to Spur Investment Through Social Media

Posted in CRM, SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, financial services, follower, marketing, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, spur communications, twitter, web on Mar 3rd, 2010

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 a Unique Look at Social Media for Financial Services

Posted in CRM, SPURspectives, Uncategorized, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, financial services, follower, investment, marketing, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, spur communications, twitter, web on Mar 2nd, 2010

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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What The Financial Sector Can Learn From Nonprofits About Social Media

Posted in CRM, SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, financial services, investment, marketing, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, spur communications, twitter, web on Mar 1st, 2010

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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Advisors, Tweet Your Investors

Posted in 1:1 Marketing, CRM, SPURspectives, Uncategorized, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, financial services, follower, insurance, investment, marketing, marketing budget, marketing innovation, network, social branding, social marketing, social media, social network, spur communications, twitter, web on Feb 8th, 2010

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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CRM Lessons and the Case for Simplicity

Posted in CRM, SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, financial services, follower, marketing, marketing budget, marketing innovation, network, social branding, social marketing, social media, social network, spur communications, transformation, web on Jan 25th, 2010

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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How Data Inspires Belief

Posted in 1:1 Marketing, CRM, SPURspectives, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, donor engagement, follower, individualized marketing, leader, marketing, marketing budget, marketing innovation, network, one to one marketing, personalized marketing, seth godin, social branding, social marketing, social media, social network, spur communications, web on Jan 21st, 2010

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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Generating Brand Equity for Investment Firms Through Social Media

Posted in 1:1 Marketing, CRM, SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, financial services, follower, individualized marketing, insurance, investment, leader, marketing, marketing budget, marketing innovation, network, one to one marketing, personalized marketing, social branding, social marketing, social media, social network, spur communications, twitter, web on Jan 19th, 2010

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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Women and the Financial Services Sector: What They Really Think

Posted in CRM, SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, financial services, follower, individualized marketing, investment, leader, lifecycle, marketing, marketing budget, marketing innovation, network, one to one marketing, personalized marketing, social branding, social marketing, social media, social network, spur communications, transformation, twitter on Sep 23rd, 2009

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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18 Trillion Reasons Why Women and Social Media Matter

Posted in CRM, SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, financial services, follower, fundraising, insurance, investment, leader, marketing, marketing budget, marketing innovation, network, non profit, nonprofit, social marketing, social media, social network, spur communications, twitter on Sep 22nd, 2009

Quite a few of our clients are pretty conservative. For those of you who don’t know, Spur Communications provides strategic marketing communications for the financial services and philanthropic sectors. I love working in these sectors, but I’ve got to admit, this is not a wild bunch. It seems to take these groups a bit longer [...]

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How Every Nonprofit Can Make Their Annual Report Work Harder

Posted in 1:1 Marketing, CRM, SPURspectives, branding, community, consumer behavior, consumer engagement, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, fundraising, individualized marketing, investment, lifecycle, marketing, marketing innovation, network, non profit, nonprofit, one to one marketing, personalized marketing, social branding, social marketing, social media, social network, spur communications on Sep 14th, 2009

Aren’t annual reports beautiful documents? They’re the top of the food chain among printed business documents — lush, rich, and elegant. I recently saw one from a community benefit organization that had been entered in a design competition. It was gorgeous. It had beautiful paper, fantastic photography, the finest printing, and truly exceptional graphic design. [...]

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