Advertisement
| financial services social media: The Social Media Handbook for Financial Advisors Matthew Halloran, Crystal Thies, 2012-06-28 Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard. |
| financial services social media: Marketing and Mobile Financial Services Aijaz A. Shaikh, Heikki Karjaluoto, 2018-12-21 Mobile financial services (MFS) are of major interest and importance to both researchers and practitioners. The role played by nonbanking actors including telecoms and FinTech firms as well as other participants, such as PayPal and Amazon, in developing and deploying innovative financial and payment services is undeniable. Peer2peer (P2P) payments from nonbank services are becoming increasingly commonplace and will shortly be codified by EC (EU?) regulations requiring banks to provide access to consumer data for third-party app developers and service providers. Three major mobile financial systems—mobile banking, mobile payments, and branchless banking—currently dominate the electronic retail banking sector. Although interconnected and interrelated, their business models, regulatory frameworks, and target markets are distinct. This book provides a unified perspective on MFS and discusses its evolution, growth, and future, as well as identifying the frameworks, stakeholders, and technologies used in financial information systems in general and MFS in particular. Academics and researchers in digital and financial marketing will find this book an invaluable resource, as will bank executives, regulators, policy makers, FinTech professionals, and anyone interested in how mobile technology, social media and financial services will increasingly intersect. |
| financial services social media: Deconstructing Digital Sheri Fitts, 2016 #Connect With Your Clients--Embrace Digital Social media is here to stay, and as a professional in the financial field, you must learn to navigate the digital realm to stay in-step with your clients and potential clients. But there are regulations. Rules. Compliance. How do you remain within the lines to which you are constrained and really rock social media platforms to connect with your target clients and prospects? Social media guru Sheri Fitts reveals the strategies that will empower you to do both. Follow along in DECONSTRUCTING DIGITAL, where Sheri Fitts will provide you with the resources to: -Understand the digital world. -Clarify your messaging. -Communicate with a new generation of financial clients. -Learn how to make social media work for you. |
| financial services social media: Digital Transformation in Financial Services Claudio Scardovi, 2017-09-04 This book analyzes the set of forces driving the global financial system toward a period of radical transformation and explores the transformational challenges that lie ahead for global and regional or local banks and other financial intermediaries. It is explained how these challenges derive from the newly emerging post-crisis structure of the market and from shadow and digital players across all banking operations. Detailed attention is focused on the impacts of digitalization on the main functions of the financial system, and particularly the banking sector. The author elaborates how an alternative model of banking will enable banks to predict, understand, navigate, and change the external ecosystem in which they compete. The five critical components of this model are data and information mastering; effective use of applied analytics; interconnectivity and “junction playing”; development of new business solutions; and trust and credibility assurance. The analysis is supported by a number of informative case studies. The book will be of interest especially to top and middle managers and employees of banks and financial institutions but also to FinTech players and their advisers and others. |
| financial services social media: The Financial Services Marketing Handbook Evelyn Ehrlich, Duke Fanelli, 2012-02-08 The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar. |
| financial services social media: The Financial Times Guide to Social Media Strategy Martin Thomas, 2018 |
| financial services social media: The Socially Savvy Advisor Jennifer Openshaw, 2014-11-13 The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q & As, tutorials, Slideshare, and a social media policy template. Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy. |
| financial services social media: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| financial services social media: New Money Lana Swartz, 2020-08-18 A new vision of money as a communication technology that creates and sustains invisible--often exclusive--communities In an engaging and timely work, brimming with fascinating anecdotes and historical and literary references, Lana Swartz brilliantly illustrates how financial technologies are quietly transforming how we socialize and what it means to belong.--Jonathan Zittrain, author of The Future of the Internet: And How to Stop It One of the basic structures of everyday life, money is at its core a communication media. Payment systems--cash, card, app, or Bitcoin--are informational and symbolic tools that integrate us into, or exclude us from, the society that surrounds us. Examining the social politics of financial technologies, Lana Swartz reveals what's at stake when we pay. This accessible and insightful analysis comes at a moment of disruption: from fin-tech startups to cryptocurrencies, a variety of technologies are poised to unseat traditional financial infrastructures. Swartz explains these changes, traces their longer histories, and demonstrates their consequences. She shows just how important these invisible systems are. Getting paid and paying determines whether or not you can put food on the table. The data that payment produces is uniquely revelatory--and newly valuable. New forms of money create new forms of identity, new forms of community, and new forms of power. |
| financial services social media: Digital Marketing Excellence Dave Chaffey, PR Smith, 2022-07-22 Now in its sixth edition, the hugely popular Digital Marketing Excellence is a practical guide to creating and executing integrated digital marketing plans, combining established approaches to marketing planning with the creative use of new digital models and digital tools. Written by two highly experienced digital marketing consultants, the book shows you how to: Draw up an outline integrated digital marketing plan Evaluate and apply digital marketing principles and models Integrate online and offline communications Implement customer-driven digital marketing as part of digital transformation Reduce costly trial and error Measure and enhance your digital marketing Learn best practices for reaching and engaging your audiences using the key digital marketing platforms. This new edition has been streamlined to seamlessly integrate the latest developments in digital analytics, ethics and privacy, Predictive Analytics, Machine Learning and Artificial Intelligence. Including new international case studies and up-to-date examples throughout, this book cuts through the jargon to show marketers how to leverage data and digital technologies to their advantage. Offering a highly structured and accessible guide to a critical and far-reaching subject, Digital Marketing Excellence, 6th edition, provides a vital reference point for all digital marketing students, and managers involved in digital marketing strategy and implementation. Online resources have been fully updated for the new edition and include a new set of PowerPoint slides and a full test bank of questions and exercises. |
| financial services social media: The Marketing Guide For Financial Advisors Claire Akin, 2019-11-06 The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing. |
| financial services social media: Fintech International Monetary Fund, World Bank, 2019-06-27 The paper finds that while there are important regional and national differences, countries are broadly embracing the opportunities of fintech to boost economic growth and inclusion, while balancing risks to stability and integrity. |
| financial services social media: The Million-dollar Financial Services Practice David J. Mullen (Jr.), David J. Mullen, Jr., 2013 Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers. |
| financial services social media: Jab, Jab, Jab, Right Hook Gary Vaynerchuk, 2013-11-26 New York Times bestselling author and social media expert Gary Vaynerchuk shares hard-won advice on how to connect with customers and beat the competition. A mash-up of the best elements of Crush It! and The Thank You Economy with a fresh spin, Jab, Jab, Jab, Right Hook is a blueprint to social media marketing strategies that really works. When managers and marketers outline their social media strategies, they plan for the “right hook”—their next sale or campaign that’s going to knock out the competition. Even companies committed to jabbing—patiently engaging with customers to build the relationships crucial to successful social media campaigns—want to land the punch that will take down their opponent or their customer’s resistance in one blow. Right hooks convert traffic to sales and easily show results. Except when they don’t. Thanks to massive change and proliferation in social media platforms, the winning combination of jabs and right hooks is different now. Vaynerchuk shows that while communication is still key, context matters more than ever. It’s not just about developing high-quality content, but developing high-quality content perfectly adapted to specific social media platforms and mobile devices—content tailor-made for Facebook, Instagram, Pinterest, Twitter, and Tumblr. |
| financial services social media: Disrupting Finance Theo Lynn, John G. Mooney, Pierangelo Rosati, Mark Cummins, 2018-12-06 This open access Pivot demonstrates how a variety of technologies act as innovation catalysts within the banking and financial services sector. Traditional banks and financial services are under increasing competition from global IT companies such as Google, Apple, Amazon and PayPal whilst facing pressure from investors to reduce costs, increase agility and improve customer retention. Technologies such as blockchain, cloud computing, mobile technologies, big data analytics and social media therefore have perhaps more potential in this industry and area of business than any other. This book defines a fintech ecosystem for the 21st century, providing a state-of-the art review of current literature, suggesting avenues for new research and offering perspectives from business, technology and industry. |
| financial services social media: Perspectives on Social Media Marketing Stephanie Agresta, B. Bonin Bough, Jason I. Miletsky, 2010 Describes the impact of social media on marketing strategies, discussing such topics as changes in branding and customer service, integrating social media with traditional marketing, and measuring the success of social media campaigns. |
| financial services social media: Digital and Social Media Marketing Nripendra P. Rana, Emma L. Slade, Ganesh P. Sahu, Hatice Kizgin, Nitish Singh, Bidit Dey, Anabel Gutierrez, Yogesh K. Dwivedi, 2019-11-11 This book examines issues and implications of digital and social media marketing for emerging markets. These markets necessitate substantial adaptations of developed theories and approaches employed in the Western world. The book investigates problems specific to emerging markets, while identifying new theoretical constructs and practical applications of digital marketing. It addresses topics such as electronic word of mouth (eWOM), demographic differences in digital marketing, mobile marketing, search engine advertising, among others. A radical increase in both temporal and geographical reach is empowering consumers to exert influence on brands, products, and services. Information and Communication Technologies (ICTs) and digital media are having a significant impact on the way people communicate and fulfil their socio-economic, emotional and material needs. These technologies are also being harnessed by businesses for various purposes including distribution and selling of goods, retailing of consumer services, customer relationship management, and influencing consumer behaviour by employing digital marketing practices. This book considers this, as it examines the practice and research related to digital and social media marketing. |
| financial services social media: Introduction to Business Lawrence J. Gitman, Carl McDaniel, Amit Shah, Monique Reece, Linda Koffel, Bethann Talsma, James C. Hyatt, 2024-09-16 Introduction to Business covers the scope and sequence of most introductory business courses. The book provides detailed explanations in the context of core themes such as customer satisfaction, ethics, entrepreneurship, global business, and managing change. Introduction to Business includes hundreds of current business examples from a range of industries and geographic locations, which feature a variety of individuals. The outcome is a balanced approach to the theory and application of business concepts, with attention to the knowledge and skills necessary for student success in this course and beyond. This is an adaptation of Introduction to Business by OpenStax. You can access the textbook as pdf for free at openstax.org. Minor editorial changes were made to ensure a better ebook reading experience. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution 4.0 International License. |
| financial services social media: The Social Media MBA Christer Holloman, 2011-12-19 It's a fact that companies so far have only scratched the surface of what can be achieved with social media. Whatever continent, industry, company size, current degree of social media adoption or your job title, the purpose of this book is to inspire you to see how you can raise the bar further to reap new rewards. It will give you the tools to make a difference to your organisation's social media strategy development and delivery going forward. In addition it will also give you more intellectual support and confidence to discuss social media on a higher level with peers, inspire colleagues or negotiate and create support for increased investments from your leadership team. In The Social Media MBA editor Christer Holloman has crowd sourced 15 thought leaders from 4 continents to offer an exceptional educational programme written for experienced social media professionals just like you. In addition, learn through cases studies produced by the social leaders at these brands: ARM by Kerry McGuire Balanza – Director of Strategic Marketing Aviva by Jan Gooding – Global Brand Director Dell by Stuart Handley – Communications Director Evans Cycles by Will Lockie – Head of Social Media GlaxoSmithKlein (Ribena) by Verity Clifton – Brand Marketing Manager Kodak by Madlen Nicolaus – Social Media Manager Phillips by Hans Notenboom – Global Director B2B Online Sage by Cath Sheldon – Online PR Specialist There is more, connect with the co-authors and other readers by joining The Social Media MBA Alumi group, visit http://www.socialmedia-mba.com or search or the group on LinkedIn to stay updated on the latest, ask questions or join the discussions. |
| financial services social media: Clever Girl Finance Bola Sokunbi, 2019-06-25 Take charge of your finances and achieve financial independence – the Clever Girl way Join the ranks of thousands of smart and savvy women who have turned to money expert and author Bola Sokunbi for guidance on ditching debt, saving money, and building real wealth. Sokunbi, the force behind the hugely popular Clever Girl Finance website, draws on her personal money mistakes and financial redemption to educate and empower a new generation of women on their journey to financial freedom. Lighthearted and accessible, Clever Girl Finance encourages women to talk about money and financial wellness and shows them how to navigate their own murky financial waters and come out afloat on the other side. Monitor your expenses, build a budget, and stick with it Make the most of a modest salary and still have money to spare Keep your credit in check and clean up credit card chaos Start and succeed at your side hustle Build a nest egg and invest in your future Transform your money mindset and be accountable for your financial well-being Feel the power of real-world stories from other “clever girls” Put yourself on the path to financial success with the valuable lessons learned from Clever Girl Finance. |
| financial services social media: Powering the Digital Economy: Opportunities and Risks of Artificial Intelligence in Finance El Bachir Boukherouaa, Mr. Ghiath Shabsigh, Khaled AlAjmi, Jose Deodoro, Aquiles Farias, Ebru S Iskender, Mr. Alin T Mirestean, Rangachary Ravikumar, 2021-10-22 This paper discusses the impact of the rapid adoption of artificial intelligence (AI) and machine learning (ML) in the financial sector. It highlights the benefits these technologies bring in terms of financial deepening and efficiency, while raising concerns about its potential in widening the digital divide between advanced and developing economies. The paper advances the discussion on the impact of this technology by distilling and categorizing the unique risks that it could pose to the integrity and stability of the financial system, policy challenges, and potential regulatory approaches. The evolving nature of this technology and its application in finance means that the full extent of its strengths and weaknesses is yet to be fully understood. Given the risk of unexpected pitfalls, countries will need to strengthen prudential oversight. |
| financial services social media: Robo-Advisory Peter Scholz, 2020-12-28 Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory. Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field. |
| financial services social media: Fa 4. 0 Cidney Carver, Randy Carver, 2012 Social media is as a big of a paradigm shift for the financial services industry as the internet was. On the one hand we have some advisors jumping into Social Media initiatives with such things as Facebook, LinkedIn and Twitter without any defined purpose, strategy or real understanding of the media. Conversely a financial services firm, or practitioner, who avoids social media does so at their own risk. This book will help you understand Social Media and web 2.0 strategies so that you can make an informed decision on how to effectively use the technology. Even if you do not feel that your business needs to utilize these tools it is critical to be aware of what they are and how they work as these forms of communication become the norm from cradle to grave and womb to boardroom much like email has. Facebook, Twitter, Blogs and LinkedIn are no longer ?Çÿteenage fads but are being used day in and day out by most of your clients, employees and vendors. Gaining a basic understanding of these technologies, how they work and what they can be used for is critical to your success if not you viability in the future. Even if you personally decide that the use of social media is not for you this book will serve as a basic reference. Co-written by a top producing financial advisor and a social media expert this book is for those in the financial services industry but will serve as a guide to anyone who is interested in social media as a marketing an communications tool.Cidney Carver- held several high profile internships related to Social Media, served as Chief of Content for Erik Qualman (Socialnomics) and had several articles published on the topic of Social Media all before graduating from Suffolk University with a degree in Public Relations in 2011. Cidney currently lives in Tel Aviv, Israel and continues to consult on PR, marketing and techonolgy and write on the topic. |
| financial services social media: ROI of Social Media Guy Powell, Steven Groves, Jerry Dimos, 2011-02-18 How to Improve the Return on Your Social Marketing Investment This book more than adequately covers this increasingly important topic, as social media begins to take its rightful place on the center stage of not just marketing but a number of business disciplines. ROI of Social Media is an excellent analysis of the current landscape. I cannot recall any book that singularly tackles ROI at this level, most media books simply give a passing reference or chapter on ROI, this is the first comprehensive study. –Larry Weber, Founder and chairman of W2 Group, Formerly of Weber Shandwick We know that for 2011 and the foreseeable future, ROI is one of the top priorities for the social media strategist at many companies, ROI of Social Media is the right book at the right time as social media strategist are needing to work the various department within the enterprise and show that the investments in social tactics and tools are a good investment. The 15 case studies contained in this book will help the social media strategist understand how global brands are successfully using social marketing to connect to their audience. –Jeremiah Owyang, Partner, Altimeter Group The ROI of Social Media is a must-read for any business looking to get the most out of their investments in social marketing. It sets the stage for marketers to interact with influencers, individuals and consumers and explains the relationships between them. This book breaks down into simple terms both dollars and sense for social marketers to live by. Fundamentals, strategies and tactics ...this book has it all. The ROI of Social Media will be the dog-eared book that sits on the corner of your desk used to prove many a point. –John Lovett, Senior Partner & Principal Consultant, Web Analytics Demystified Analytics are the core to a consistently successful marketing program. This book offers the metrics to manage social marketing programs, to measure their success, to diagnose underperforming elements, and to deliver extraordinary results. Kudos to this team of marketers in putting this essential book together. –Professor JC Larreche, InSEAD, Author of The Momentum Effect |
| financial services social media: Financial Services Marketing Christine Ennew, Nigel Waite, Róisín Waite, 2017-11-07 Now in its 3rd edition, Financial Services Marketing offers a balanced and useful guide to the topic that is both conceptual and practical. The authors have drawn from extensive international experience to ensure that this text will resonate with users across the globe. This edition is complemented by numerous international references, examples and case studies featuring companies such as American Express, Direct Line, Barclays, NatWest RBS, Aviva and HSBC. This fully updated and revised edition features: An expanded section on regulation which has international reach and addresses the post-Brexit world Greatly expanded coverage of digital marketing at both the strategic and tactical levels New material on how to improve a company’s trustworthiness and safeguard a culture that is customer-focussed New examples, vignettes and case studies that showcase best practice from around the world B2B and B2C marketing Upgraded PowerPoint support on the companion website Financial Services Marketing 3e will be hugely beneficial to academic students of marketing and finance, as well as essential reading to those industry-based and studying for professional qualifications. |
| financial services social media: The Financial Services Marketing Handbook Evelyn Ehrlich, Duke Fanelli, 2012-04-03 The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar. |
| financial services social media: A Practical Guide to Social Media in Financial Services Christophe Langlois, 2011-06 Book 1 in the new series 'Customer Experience Without Borders' Everything you ever wanted to know about social media in financial services ... but were afraid to ask Web 2.0, Twitter, Facebook, YouTube, blogging, virtual worlds ... is social media all a bit unfamiliar as a working tool? All a bit smoke and mirrors? Do people really want to interact with their financial services providers in cyberspace? What about the potential for reputational risk? And there's no bottom-line impact, surely? Best just leave it to the marketing people .... WRONG! The benefits of leveraging social media go well beyond marketing. Blogs, YouTube, Twitter and Facebook have quickly became essential tools to manage reputation, foster innovation, develop new products, strengthen customer relationships and satisfaction, drive customer advocacy, aid recruitment, and increase market share. Social media has increased expectations: now your customers expect you to show you listen to them - they want to be able to trust you. And word of mouth is increasingly powerful: it is critical to know who your key influencers, advocates and, yes, your detractors, are, and to find the best way to engage with them. So, you need a complete social media strategy. And A Practical Guide to Social Media in Financial Services contains everything you need to get it. It offers a pragmatic approach to social media in our heavily regulated financial services industry. Its compelling theme is how to create an ever greater customer experience through engaging with them and rewarding them for their support. A Practical Guide to Social Media in Financial Services is both a start-up guide for the social media novice and a best practice guide for the more experienced. In it, you'll find all you need to know about: Judging and assessing your social media operation; Proving the business case and ROI (get a copy for your Chief Financial Officer); The commonly made mistakes (and how to avoid them); Recruiting and managing talent, working with, not against, your social media team, improving worker relations, and breaking silos; Best practice by banking market and segment; The most comprehensive financial social media case book ever assembled; Learning the lessons and assessing the contribution of those who didn't execute their initiatives properly; The more challenging questions you need to be asking a social media software vendor; And, of course, a forecast of where the industry might go next. The risk of not embracing or at the very least acknowledging social media is considerable. So ... what are you going to do about it? |
| financial services social media: Financial Services Sales Handbook Clifton T. Warren, 2016-08-11 Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business. |
| financial services social media: New Accountability in Financial Services Joe McGrath, Ciaran Walker, 2022-01-01 This book is a critical examination of recently introduced individual accountability regimes that apply to the financial services industry in the UK (SMCR) and Australia (BEAR and the forthcoming FAR), together with a forthcoming new individual accountability regime ( in particular, SEAR) in Ireland. It provides a framework for analysing whether these regimes will achieve behavioural change in the financial services industry. This book argues that, whilst sanctioning individuals to deter future misconduct is an important part of any successful regulatory strategy, the focus should be on ensuring that individuals in the financial services industry internalise the norms of behaviour expected under the new regimes. In this regard, the analysis in this book is informed by criminological theory, regulatory theory and behavioural science. The work also argues for a “trajectory towards professionalisation” of financial services, and banking in particular, as an important means of positively influencing industry-wide norms of behaviour, which have a key influence on firms’ and individuals’ behaviours. |
| financial services social media: The B2B Social Media Book Kipp Bodnar, Jeffrey L. Cohen, 2011-12-20 Advance your B2B marketing plans with proven social media strategies Learn social media's specific application to B2B companies and how it can be leveraged to drive leads and revenue. B2B marketers are undervalued and under appreciated in many companies. Social media and online marketing provide the right mix of rich data and reduction in marketing expenses to help transform a marketer into a superstar. The B2B Social Media Book provides B2B marketers with actionable advice on leveraging blogging, LinkedIn, Twitter, Facebook and more, combined with key strategic imperatives that serve as the backbone of effective B2B social media strategies. This book serves as the definitive reference for B2B marketers looking to master social media and take their career to the next level. Describes a methodology for generating leads using social media Details how to create content offers that increase conversion rates and drive leads from social media Offers practical advice for incorporating mobile strategies into the marketing mix Provides a step-by-step process for measuring the return on investment of B2B social media strategies The B2B Social Media Book will help readers establish a strong social media marketing strategy to generate more leads, become a marketing superstar in the eye of company leaders, and most importantly, contribute to business growth. |
| financial services social media: New Horizons for a Data-Driven Economy José María Cavanillas, Edward Curry, Wolfgang Wahlster, 2016-04-04 In this book readers will find technological discussions on the existing and emerging technologies across the different stages of the big data value chain. They will learn about legal aspects of big data, the social impact, and about education needs and requirements. And they will discover the business perspective and how big data technology can be exploited to deliver value within different sectors of the economy. The book is structured in four parts: Part I “The Big Data Opportunity” explores the value potential of big data with a particular focus on the European context. It also describes the legal, business and social dimensions that need to be addressed, and briefly introduces the European Commission’s BIG project. Part II “The Big Data Value Chain” details the complete big data lifecycle from a technical point of view, ranging from data acquisition, analysis, curation and storage, to data usage and exploitation. Next, Part III “Usage and Exploitation of Big Data” illustrates the value creation possibilities of big data applications in various sectors, including industry, healthcare, finance, energy, media and public services. Finally, Part IV “A Roadmap for Big Data Research” identifies and prioritizes the cross-sectorial requirements for big data research, and outlines the most urgent and challenging technological, economic, political and societal issues for big data in Europe. This compendium summarizes more than two years of work performed by a leading group of major European research centers and industries in the context of the BIG project. It brings together research findings, forecasts and estimates related to this challenging technological context that is becoming the major axis of the new digitally transformed business environment. |
| financial services social media: Digital Bank: Strategies to launch or become a digital bank Chris Skinner, 2014-05-15 Digital Bank tracks the innovations in banking and how the mobile internet is changing the dynamics of consumer and corporate relationships with their banks. The implication is that banks must become digitised, and that is a challenge as becoming a Digital Bank demands new services focused upon 21st-century technologies. Digital Bank not only includes extensive guidance and background on the digital revolution in banking, but also in-depth analysis of the activities of incumbent banks such as Barclays in the UK and mBank in Poland, as well as new start-ups such as Metro Bank and disruptive new models of banking such as FIDOR Bank in Germany. Add on to these a comprehensive sprinkling of completely new models of finance, such as Zopa and Bitcoin, and you can see that this book is a must-have for anyone involved in the future of business, commerce and banking. Chris Skinner is best known as an independent commentator on the financial markets through the Finanser (www.thefinanser.com) and Chair of the European networking forum The Financial Services Club, which he founded in 2004. He is the author of ten books covering everything from European regulations in banking through the credit crisis to the future of banking, and is a regular commentator on BBC News, Sky News and Bloomberg about banking issues. More can be discovered about Chris here: http://thefinanser.co.uk/fsclub/chris-skinner/ |
| financial services social media: Roadmap to Retirement: Navigating Your Way to Peace of Mind Bret Elam, David Bezar, 2017-11-16 Roadmap to Retirement: Navigating Your Way to Peace of Mind is an important and beneficial guide, whether you're close to retiring or still years away. Bret Elam and David Bezar interview professionals who share valuable advice on legal matters, taxes, and other issues that can help you overcome obstacles and properly plan ahead to live the retirement lifestyle of your choice. |
| financial services social media: Bank 3.0 Brett King, 2012-11-19 The first edition of BANK 2.0—#1 on Amazon's bestseller list for banking and finance in the US, UK, Germany, France, and Japan for over 18 months—took the financial world by storm and became synonymous with disruptive customer behaviour, technology shift, and new banking models. In BANK 3.0, Brett King brings the story up to date with the latest trends redefining financial services and payments—from the global scramble for dominance of the mobile wallet and the expectations created by tablet computing to the operationalising of the cloud, the explosion of social media, and the rise of the de-banked consumer, who doesn't need a bank at all. BANK 3.0 shows that the gap between customers and financial services players is rapidly widening, leaving massive opportunities for new, non-bank competitors to totally disrupt the industry. On the Web and on Mobile, the customer isn't king—he's dictator. Highly impatient, skeptical, cynical. Brett King understands deeply what drives this new hard-nosed customer. Banking professionals would do well to heed his advice. —Gerry McGovern, author of Killer Web Content |
| financial services social media: Small Actions: Leading Your Career To Big Success Eric Sim, Simon Mortlock, 2021-11-26 The 'small actions' you take today can put you on the path to big career success tomorrow. If these actions are innovative, intelligent and well-timed, they can make a lasting impact and help you navigate your career journey in the face of uncertainty and disruptions.A key opinion leader on LinkedIn, Eric Sim shares practical and actionable tips to help you achieve your career goals. He draws these from his diverse real-life experience — from selling street food and training to be an engineer, to becoming a managing director at UBS Investment Bank.Arranged thematically into 66 bite-sized chapters, this book brings together a series of relatable stories and case studies. You'll learn valuable career lessons, such as why it's important to be a 'combo specialist', and how you can influence people and build your personal brand. Whether you're just starting out in the workforce or are looking to get further ahead, let this book inspire you to take powerful small actions of your own. |
| financial services social media: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| financial services social media: OECD Sovereign Borrowing Outlook 2021 OECD, 2021-05-20 This edition of the OECD Sovereign Borrowing Outlook reviews developments in response to the COVID-19 pandemic for government borrowing needs, funding conditions and funding strategies in the OECD area. |
| financial services social media: Social Media and the Law Kathryn L. Ossian, 2016-04 |
| financial services social media: Get Good with Money Tiffany the Budgetnista Aliche, 2021-03-30 NEW YORK TIMES, WALL STREET JOURNAL, AND USA TODAY BESTSELLER • A ten-step plan for finding peace, safety, and harmony with your money—no matter how big or small your goals and no matter how rocky the market might be—by the inspiring and savvy “Budgetnista.” “No matter where you stand in your money journey, Get Good with Money has a lesson or two for you!”—Erin Lowry, bestselling author of the Broke Millennial series Tiffany Aliche was a successful pre-school teacher with a healthy nest egg when a recession and advice from a shady advisor put her out of a job and into a huge financial hole. As she began to chart the path to her own financial rescue, the outline of her ten-step formula for attaining both financial security and peace of mind began to take shape. These principles have now helped more than one million women worldwide save and pay off millions in debt, and begin planning for a richer life. Revealing this practical ten-step process for the first time in its entirety, Get Good with Money introduces the powerful concept of building wealth through financial wholeness: a realistic, achievable, and energizing alternative to get-rich-quick and over-complicated money management systems. With helpful checklists, worksheets, a tool kit of resources, and advanced advice from experts who Tiffany herself relies on (her “Budgetnista Boosters”), Get Good with Money gets crystal clear on the short-term actions that lead to long-term goals, including: • A simple technique to determine your baseline or “noodle budget,” examine and systemize your expenses, and lay out a plan that allows you to say yes to your dreams. • An assessment tool that helps you understand whether you have a “don't make enough” problem or a “spend too much” issue—as well as ways to fix both. • Best practices for saving for a rainy day (aka job loss), a big-ticket item (a house, a trip, a car), and money that can be invested for your future. • Detailed advice and action steps for taking charge of your credit score, maximizing bill-paying automation, savings and investing, and calculating your life, disability, and property insurance needs. • Ways to protect your beneficiaries' future, and ensure that your financial wishes will stand the test of time. An invaluable guide to cultivating good financial habits and making your money work for you, Get Good with Money will help you build a solid foundation for your life (and legacy) that’s rich in every way. |
| financial services social media: Handbook of Research on the Platform Economy and the Evolution of E-Commerce Ertz, Myriam, 2021-10-15 In the past two decades, research on electronic commerce and platforms has thrived. Tremendous academic research has been conducted on this specific concept. Over the last decade, with the rise of applications and mobile technology, that stream of research has extended to the collaborative economy, more colloquially known as the sharing economy. The commonality between e-commerce and collaborative consumption being that they both occur online and rely predominantly on platforms. The Handbook of Research on the Platform Economy and the Evolution of E-Commerce is a comprehensive reference book offering a holistic perspective of the platform economy by connecting the e-commerce and collaborative economy streams into a common framework. As such, this integrated perspective offers a clearer understanding of the key trends in research and in managerial action, as well as an agenda for future studies and practice. This handbook emphasizes how the digital transition will create an increased merging between physical and digital activities, as well as the challenges and opportunities pertaining to this trend. Covering topics including sharing economy, Marketing 4.0, and digital applications, this book is essential for marketers, managers, executives, students, researchers, and academicians. |
Yahoo Finance - Stock Market Live, Quotes, Business & Finance …
Encouraging economic data has boosted market hopes for Fed rate cuts, but policymakers remain cautious. Trump's tariff timeout is almost up. Here's what could happen next.
Stock Market Prices, Real-time Quotes & Business News - Google
Google Finance provides real-time market quotes, international exchanges, up-to-date financial news, and analytics to help you make more informed trading and investment decisions.
Home Page - APG Federal Credit Union
APGFCU offers checking, savings, loans, and business banking services in Maryland to help you achieve your financial goals.
Stock Markets, Business News, Financials, Earnings - CNBC
Global Business and Financial News, Stock Quotes, and Market Data and Analysis. CNBC is the world leader in business news and real-time financial market coverage. Find fast, actionable...
MarketWatch: Stock Market News - Financial News
Americans spend $10 billion more on Mother’s Day than Father’s Day. What’s going on? So your company offered you a buyout. Should you take it? Here’s what to know. Hate paying so much …
Home - First Financial Federal Credit Union
Since 1953, First Financial Federal Credit Union has been strengthening the community through volunteering, donations, and financial education. Banking made easy. We’re your partner in …
Magnum Advisors - CPA Financial Services
Trust Magnum Advisors for expert financial services. Our CPAs offer personal and business tax solutions for connection, clarity, and confidence.
Financial Times
Planning your retirement? ChatGPT can help with that.
Branch Locations Near You - OneMain Financial
Find the closest OneMain Financial branch near you to talk to a real person. Get branch hours, directions, and phone numbers for our over 1,500 locations today.
Fidelity Investments - Retirement Plans, Investing, Brokerage, …
Manage your own investments (stocks, ETFs, mutual funds, CDs, and more), with help from our free resources. With a Fidelity Roth IRA, you get the flexibility to save for retirement, while …
Yahoo Finance - Stock Market Live, Quotes, Business & Finance …
Encouraging economic data has boosted market hopes for Fed rate cuts, but policymakers remain cautious. Trump's tariff timeout is almost up. Here's what could happen next.
Stock Market Prices, Real-time Quotes & Business News - Google
Google Finance provides real-time market quotes, international exchanges, up-to-date financial news, and analytics to help you make more informed trading and investment decisions.
Home Page - APG Federal Credit Union
APGFCU offers checking, savings, loans, and business banking services in Maryland to help you achieve your financial goals.
Stock Markets, Business News, Financials, Earnings - CNBC
Global Business and Financial News, Stock Quotes, and Market Data and Analysis. CNBC is the world leader in business news and real-time financial market coverage. Find fast, actionable...
MarketWatch: Stock Market News - Financial News
Americans spend $10 billion more on Mother’s Day than Father’s Day. What’s going on? So your company offered you a buyout. Should you take it? Here’s what to know. Hate paying so much …
Home - First Financial Federal Credit Union
Since 1953, First Financial Federal Credit Union has been strengthening the community through volunteering, donations, and financial education. Banking made easy. We’re your partner in …
Magnum Advisors - CPA Financial Services
Trust Magnum Advisors for expert financial services. Our CPAs offer personal and business tax solutions for connection, clarity, and confidence.
Financial Times
Planning your retirement? ChatGPT can help with that.
Branch Locations Near You - OneMain Financial
Find the closest OneMain Financial branch near you to talk to a real person. Get branch hours, directions, and phone numbers for our over 1,500 locations today.
Fidelity Investments - Retirement Plans, Investing, Brokerage, …
Manage your own investments (stocks, ETFs, mutual funds, CDs, and more), with help from our free resources. With a Fidelity Roth IRA, you get the flexibility to save for retirement, while …
