Presentation: Making money (and winning hearts) from social media Presented by: Graham Wall, Financial Services Lead, North America, Brandwatch Conversation on the social web only continues to grow, and with that growth has come unprecedented levels of sharing of personal information by consumers - everything from having babies to paying college tuition and announcing retirement. This presents a huge opportunity for wealth management companies to use social media listening and engagement platforms to find new leads and prospects, grow existing customers, and develop long-term relationships.

1. Making
money
(and
winning
hearts)
through
social
media
Graham
Wall,
www.brandwatch.com

2. Common
challenges

3. Social
media
is
growing

4. So
much
is
irrelevant

5. It
moves
fast

6. Financial
services
industry
has
its
own
challenges

7. There
are
trust
issues

8. RegulaDon
makes
it
tough

9.
How
do
you
scale
it?
How
does
it
scale?

10. But
there
are
opportuniDes!

11. People
talk
about
a
lot
of
stuff
Source:
Brandwatch,
TwiMer
Landscape
report,
2013

12. Source:
Brandwatch,
TwiMer
Landscape
report,
2013
People
talk
about
a
lot
of
stuff

13. Purchasing
conversaDon

14. Awareness
Research
Comparison
Selec8on
Purchase
Experience
Reten8on
&
Loyalty
Word
of
mouth

16. Source:www.facebook.com/permalink.php?story_Uid=10152125391659825&id=572449824

18. Source:
www.lifamilies.com/chat/topic-­‐financial-­‐advisor-­‐-­‐planner-­‐recommendaDons-­‐142891-­‐1.html

19. Life
events

20. Source:
www.expaaorum.com/expats/cyprus-­‐expat-­‐forum-­‐expats-­‐living-­‐cyprus/407329-­‐buying-­‐holiday-­‐home.html

21. Example
life
event
2
Source:www.ohbaby.co.nz/Forum/give-­‐up-­‐work_topic43979.html

22. Making
contact

23.
How
do
you
scale
it?
Scaling?

24. Scaling
for
Social/
US
Retail
Bank
Social
Data
EducaDon
Financial
Services
Auto
Loans
Credit
Card
Home
Mortgage
ReDrement
PR
Technical
Group
Financial
Advisors
Customer
Care
Analysis
EscalaDon
Triage
Hub

25. Re-­‐cap

26. Say hello:
@grahamleifwall
www.brandwatch.com
+
1
708
856
8597
grahamw@brandwatch.com