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 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 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 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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Posted in SPURspectives, Uncategorized, banking, branding, community, consumer behavior, consumer engagement, consumer perception, customer engagement, customer interaction, donor, donor engagement, economic recession, financial services, follower, fundraising, insurance, investment, marketing, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, spur communications, web on Feb 24th, 2010
Each of us is intimately aware of how we are being impacted by the current financial crisis. However, it is the younger millennial generation that deserves closer examination, as their response to the situation will have the furthest reaching impact on our future. The financial crisis is having a greater impact on the saving, investing, [...]
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Posted in SPURspectives, 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 9th, 2010
FINRA recently released their guidelines for financial advisors regarding social media. It essentially opens up the use of social media by financial advisors. This may not seem like good news on the surface to everyone. But if you consider that your retirement is one of the most, if not the single most expensive thing you [...]
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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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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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