Leadership through innovation in the financial services industry. We can't do that here! Overcoming obstacles to social media in financial services

1. WE CAN’T DO THAT HERE!
OVERCOMING OBSTACLES TO SOCIAL MEDIA
MARKETING IN FINANCIAL SERVICES
APRIL 13, 2011
Ed Lee, Director, Social Media DDB Canada

2. New Realities
Barriers To Adoption
Social Media Planning
Directions

3. Social Media - how people socialize or interact
with each other, around a variety of shared
interests, throughout the World Wide Web

4. The
landscape
is changing

7. A New Battle Ground

9. CONSUM
ER ABIL
ITY TO P
UBLISH

10. Being Social is
Nothing New

11. We’ve Been Looking for
Connections for Years

12. From This... To This...

13. Barriers To Adoption
Why Your Executive May Hate Social Media

14. Social
Networking

15. Eagles Don’t Flock

16. Geeks Baring
Gifts

17. Chaos

18. Fads

19. Social Media Planning

20. Choose Your Direction

21. Listen To Your Consumers
And Stakeholders

22. Don’t Be
Overwhelmed

23. Pick Your
Platforms

24. Educate Your
Stakeholders

25. Gain Alignment

26. Set Your Targets

27. Aim For
Quick Wins

28. Trumpet Your
Success

29. Directions

30. Directions

31. Attract
and Retain

32. Attract
and Retain

33. Corporate and
Social Responsibility

34. Mobile

35. Third Party Aggregation

36. Advisor Matching

37. Financial Crowdsourcing

38. Consumers are ready to
take control of their finances

39. Are you ready to help?

40. THANk YOU
edl@tribalddb.ca
@edlee
slideshare.net/edlee
linkedin.com/in/edlee

41. Resources
edlee.ca/doxim

42. QUESTIONS?
edl@tribalddb.ca
@edlee
slideshare.net/edlee
linkedin.com/in/edlee