Posted in SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, economic recession, financial services, follower, investment, marketing, marketing budget, marketing innovation, network, social branding, social marketing, social media, spur communications on May 24th, 2010
The previous post on SPURspectives opened a conversation about three ways to repair the current economic downturn proposing greater cooperation, improved social norms and shared values between the financial services sector and their clients. Granted, this is a very high altitude look at a broad idea. But I think it is important to have a [...]
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Posted in banking, branding, community, consumer behavior, consumer engagement, customer engagement, customer interaction, economic recession, financial services, follower, investment, marketing, marketing innovation, network, social branding, social marketing, social media, social network, web on Apr 26th, 2010
The implosion of Wall Street has seen a dramatic and steady exodus of investors and their funds over the last two years. While Wall Street pays the price for pushing the envelope too far, independent financial advisors all across the country are beginning to experience a very different result. This is proving to be the [...]
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Posted in community, consumer behavior, consumer engagement, customer engagement, customer interaction, follower, investment, marketing, marketing innovation, network, social branding, social marketing, social media, social network, twitter, web on Apr 14th, 2010
I need your input to help solve a thorny problem.
A friend of a friend has built a successful business. His organization has an excellent territory sales force that required a sizable investment to create. It is an extremely valuable asset.
The problem: A new salesperson is suddenly having tremendous success selling through social media channels. Social [...]
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Posted in 1:1 Marketing, CRM, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, financial services, follower, insurance, investment, leader, marketing, marketing budget, marketing innovation, network, one to one marketing, personalized marketing, social branding, social marketing, social media, social network, twitter on Apr 8th, 2010
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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Posted in SPURspectives, community, consumer engagement, consumer perception, customer engagement, customer interaction, donor engagement, follower, individualized marketing, marketing, network, social branding, social marketing, social media, social network, spur communications on Apr 6th, 2010
Webinars are now a publishing mainstay. There are plenty of top 10 lists on the mechanics of hosting a webinar. This post isn’t about the mechanics it’s about quality. Why quality? Because supply and demand have long since caught up with the ubiquity of webinars and now we have choices. There are enough high quality [...]
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Posted in banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, financial services, follower, marketing, marketing budget, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, twitter, web on Mar 16th, 2010
A few weeks ago I wrote a series of posts that explored using nonprofit planning tools as a new lens for examining the financial services sector. This post is about a firm that did just that. The Bendigo and Adelaide Bank in Australia has created an online social community site for their customers and everyone [...]
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Posted in banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, donor engagement, leader, marketing, marketing innovation, social branding, social marketing, social media, social network on Mar 15th, 2010
It was a big weekend for college basketball. All of the conference championships were in full swing. Everyone was glued to the T.V. watching their favorite team battling for wins. Time and again we got to see players and fans elated by the thrill of victory — arms raised, grinning, filled with pure joy in [...]
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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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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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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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