SlideShare ist ein Scribd-Unternehmen logo
1 von 22
Downloaden Sie, um offline zu lesen
COPYRIGHT 2013 CORPORATE INSIGHT, INC.
A GUIDE TO SOCIAL MARKETING
AUTHOR: FRED LAPOLLA
REPORT RELEASED: MAY 2013
ASSET MANAGEMENT AND SOCIAL MEDIA
ABOUT CORPORATE INSIGHT
2
ABOUTUS
Connect With Us
Corporate Insight provides competitive intelligence and user experience research to the nation’s leading
financial institutions. For over 20 years, the firm has tracked technological developments in the financial
services industry, identifying best practices in online banking and investing, online insurance, mobile
finance, active trading platforms, social media and other emerging areas. There are no assumptions in
Corporate Insight’s work – we use live accounts at all of the firms we research, providing our clients with
unparalleled, unbiased intelligence on the competition.
Corporate Insight welcomes the opportunity to speak with the media. If you are interested in citing our
research or would like to schedule an interview with our analysts, please contact Intermarket
Communications at 212-888-6115 or corporateinsight@intermarket.com.
FRED LAPOLLA
Senior Research Associate
212-832-2002 x-121
flapolla@corporateinsight.com
BEN POUSTY
Marketing Manager
212-832-2002 x-134
bpousty@corporateinsight.com
Media Inquiries
TABLE OF CONTENTS
3
TABLEOFCONTENTS
 Introduction
 Leveraging the Leading Social Networks
o LinkedIn: Advisor Networking
o Twitter: Leading the Conversation
o Facebook: Engaging Consumers
o YouTube: Branding & Commentaries
o Google+: What Does it Add?
 Five Takeaways for Asset Management Firms
 Corporate Insight Thought Leadership
 About the Author
INTRODUCTION
4
INTRODUCTION
5
INTRODUCTION BACKGROUND
This presentation is based on research
from our recent guide – Asset
Management & Social Media: A Guide
to Social Marketing. The guide focuses
on how asset management firms use
popular social media platforms to
connect directly with investors and
financial advisors.
Inside, we examine LinkedIn, Twitter,
Facebook, YouTube and Google+ and
discuss ways that firms can best leverage
these networks. The slide deck concludes
with a set of recommendations to help
you optimize your firm’s social media
marketing strategy.
LEVERAGING THE LEADING SOCIAL NETWORKS
6
LEVERAGINGTHELEADINGSOCIALNETWORKS
TOP FIVE SOCIAL MEDIA PLATFORMS
7
LEVERAGINGTHELEADINGSOCIALNETWORKS
LinkedIn
Today’s business professionals turn to LinkedIn as a go-to resource for professional
networking. The site offers a strong resource for individuals hoping to network and find
discussions on professional topics.
Twitter
Twitter offers asset management firms an opportunity to release brief blasts of
information, offering real-time insights on emerging issues and engaging with the
broader conversation about markets and investing.
Facebook
With over a billion users worldwide, Facebook has wide visibility and entices marketers
with the promise of reaching huge swaths of people while they read updates from
friends and family.
YouTube
YouTube offers a platform for firms to upload streaming videos and create unique,
corporate channels for individuals to peruse.
Google+
The second largest social networking site in the world with 359 million active users,
Google+ remains largely ignored by the asset management industry. The network’s
video conferencing features and SEO qualities are enticing.
LINKEDIN: ADVISOR NETWORKING
8
LEVERAGINGTHELEADINGSOCIALNETWORKS
Networking
An American Century study finds that 90% of financial
professionals have a social media account; 66% use LinkedIn.
Commentary
LinkedIn offers firms a strong platform for delivering and
promoting commentaries and thought leaderships pieces.
Product Promotion
The platform offers space where firms can market their
products and services, using images and explanations of
different reasons to work with them.
Professionalism
LinkedIn’s strongest features is its reputation for
professionalism and it’s users can be sure that the platform is
used for addressing their professional identities.
LINKEDIN: ADVISOR NETWORKING
9
LEVERAGINGTHELEADINGSOCIALNETWORKS
iShares LinkedIn Page
LinkedIn Leader: iShares
 The iShares LinkedIn company page presents followers with recent market
insights currently being discussed on the firm’s blog .
 iShares promotes individual offerings while also highlighting educational resources on
ETFs, tools and customer service.
TWITTER: LEADING THE CONVERSATION
10
LEVERAGINGTHELEADINGSOCIALNETWORKS
Conversation
Twitter allows firms to spread current events, news,
updates from a firm, engage with other market experts
and respond directly to comments made by clients.
Promotion
Asset management firms use Twitter to promote site
features, services and fund products.
Thought Leadership
Twitter lets firms promote thought leaders and industry experts and provides a strong
channel to increase their profile.
Developing Trends
The instantaneous nature of Twitter makes it the ideal platform for discussing emerging
market issues. The hashtag system allows posts on a specific topic to be easily searchable.
Twitter B2B Marketing Statistic from optify
TWITTER: LEADING THE CONVERSATION
11
LEVERAGINGTHELEADINGSOCIALNETWORKS
Invesco Twitter Account
Twitter Leader: Invesco
 Invesco has 70k+ followers and features links to commentaries, thought
leadership pieces and articles from the financial press while promoting insights
from industry experts.
 Invesco posts streaming video pieces and articles from outside sources on its
feed, allowing for an interactive experience.
FACEBOOK: ENGAGING CONSUMERS
12
LEVERAGINGTHELEADINGSOCIALNETWORKS
Consumer Oriented
Investors are likely not visiting the site to learn about business opportunities, therefore
firms work to connect with consumers using engaging ads, offers and other online content.
Sponsorships
Facebook is used by many firms to promote corporate sponsorships such as sports teams
and charities in an effort to generate good will and get their name out.
Games
Firms also leverage the visual layout of
Facebook by including games and apps
for users to enjoy during their spare
time. This practice helps build brand
associations and draws in a broader
audience of visitors.
FACEBOOK: ENGAGING CONSUMERS
13
LEVERAGINGTHELEADINGSOCIALNETWORKS
Putnam Investment Facebook Page
Facebook Leader: Putnam Investments
 Putnam does an excellent job of utilizing the image-based layout of Facebook
through several large, eye-catching images which promote the firm’s commitment
to local communities.
 The firm also frequently promotes sponsorships of sports stars and teams on
Facebook, broadening their visibility with the general public.
YOUTUBE: BRANDING & COMMENTARIES
14
LEVERAGINGTHELEADINGSOCIALNETWORKS
Channels
Top firms offer a dedicated channel which allows all of their videos to be accessible from
one location. This increases the chances visitors will watch multiple videos.
Playlists
Fund firms offer specific playlists which allow the viewer to gain a comprehensive
perspective on the firm’s view on a given issue.
Consumer Focus
Firms messages on YouTube tend to be consumer-oriented advertisements and
presentations that include visually stimulating content. Popular topics include retirement
and college savings.
Special Features
Firms often overlook special YouTube features. These include customized presentations
with embedded videos, text and photos to provide a complete multimedia experience.
YOUTUBE: BRANDING & COMMENTARIES
15
LEVERAGINGTHELEADINGSOCIALNETWORKS
OppenheimerFunds YouTube Page
YouTube Leader: OppenheimerFunds
 OppenheimerFunds’ channel features a strong consumer-oriented focus. The engaging
videos include graphs that move as the hosts explains concepts.
 Several playlists are also offered and the firm’s social media presence is well-branded to
help consumers associate them with global investing.
GOOGLE+: WHAT DOES IT ADD?
16
LEVERAGINGTHELEADINGSOCIALNETWORKS
Aesthetics
Google+ shares many similarities with Facebook, offering a visually-oriented feed that
focuses on social connections.
Privacy
The platform tries to set itself apart with “Circles” where users can separate their
connections into groups such as friends, professional acquaintances, etc.
Video Conferencing
Many experts are enthusiastic about Google+
Hangouts. This feature enables up to nine
people to participate in a video conference with
the ability could be useful for advisor in
communicating with clients and pitching
to prospects.
GOOGLE+: WHAT DOES IT ADD?
17
LEVERAGINGTHELEADINGSOCIALNETWORKS
Franklin Templeton Google+ Page
Google+ Leader: Franklin Templeton
 Franklin Templeton primarily promotes thought leadership pieces and commentaries
from the firm’s experts.
 The firm uses colorful imagery in promoting the firm’s products and services.
FIVE TAKEAWAYS FOR ASSET MANAGEMENT FIRMS
18
FIVETAKEAWAYSFORASSETMANAGEMENTFIRMS
FIVE TAKEAWAYS FOR ASSET MANAGEMENT FIRMS
19
FIVETAKEAWAYSFORASSETMANAGEMENTFIRMS
#1 Focus on Individual Platform Strengths & Avoid One-Size-Fits-
All Approach
#2 Capitalize on LinkedIn’s Abundant Business Networking
Opportunities
#3 Engage in Consumer Promotions on Twitter, Facebook,
YouTube, and Google+
#4 Maintain a Visual Focus When Appropriate
#5 Remember: Social Media is a Two-Way Street
CORPORATE INSIGHT THOUGHT LEADERSHIP
20
CORPORATEINSIGHTTHOUGHTLEADERSHIP
CORPORATE INSIGHT THOUGHT LEADERSHIP
21
CORPORATEINSIGHTTHOUGHTLEADERSHIP
Whitepaper: Millennials Opportunity Whitepaper
This whitepaper examines the marketing tactics, strategies and online resources
leading financial institutions are using to connect with Millennials. This is also
available as a slide deck.
Slide Deck: Apple iOS 7: Ideas for Financial Services Firms
Apple iOS 7: Ideas for Financial Services Firms explains how firms can leverage the
new features in iOS 7 to make their mobile apps more user-friendly.
Mobile Infographic: Android vs. Apple App Development Across Financial
Services
Mobile Trend Infographic compares Android and Apple iOS app development across
the financial services industry.
Slide Deck: Brokerage iPhone apps: Examining the Mobile User Experience
This study examined the brokerage industry’s most popular mobile apps focusing on
design and core features like trade order entry and stock quotes.
ABOUT THE AUTHOR
22
ABOUTTHEAUTHOR
FRED LAPOLLA
SENIOR RESEARCH ASSOCIATE
MUTUAL FUND MONITOR AND ADVISOR MONITOR
Fred LaPolla is a Senior Research Associate on Corporate Insight’s Mutual Fund
Monitor and Advisor Monitor teams. He has conducted extensive research in the
fund space, focusing on the asset management industry’s use of the Web, social
media and other technologies to reach investors and service clients and financial
advisors. This study is the result of Fred’s ongoing research into the social media
presences offered by leading fund companies and the social strategies they employ.
Fred graduated from George Washington University in 2008 and is currently
pursuing a master’s degree. He has been a member of the Corporate Insight team
since 2011.
CONTACT FRED:
T: 212-832-2002 x-121
E: flapolla@corporateinsight.com

Weitere ähnliche Inhalte

Was ist angesagt?

2012 mkt twitter-data-report
2012   mkt twitter-data-report2012   mkt twitter-data-report
2012 mkt twitter-data-reportBeat Huerlimann
 
January 2022 - Monthly Social Media Update
January 2022  - Monthly Social Media Update January 2022  - Monthly Social Media Update
January 2022 - Monthly Social Media Update Andy Lambert
 
20-23_Feature (Social Media)_14.04
20-23_Feature (Social Media)_14.0420-23_Feature (Social Media)_14.04
20-23_Feature (Social Media)_14.04Sham Majid
 
CIO Presentation about social media
CIO Presentation about social mediaCIO Presentation about social media
CIO Presentation about social mediaRichard Binhammer
 
Using Social Media to Manage your Brand and Organization
Using Social Media to Manage your Brand and OrganizationUsing Social Media to Manage your Brand and Organization
Using Social Media to Manage your Brand and OrganizationRichard Binhammer
 
WeChat Analysis for Brands 2015
WeChat Analysis for Brands 2015WeChat Analysis for Brands 2015
WeChat Analysis for Brands 2015Chris Baker
 
7 social media trends for 2018
7 social media trends for 2018 7 social media trends for 2018
7 social media trends for 2018 Edward Kitchingman
 
Ramaciotti digital media marketing 2012 6
Ramaciotti digital media marketing 2012 6Ramaciotti digital media marketing 2012 6
Ramaciotti digital media marketing 2012 6Max Ramaciotti
 
Social Media and Enterprise Integration
Social Media and Enterprise IntegrationSocial Media and Enterprise Integration
Social Media and Enterprise IntegrationSiva Krishnajee
 
Twitter - Software Business Characterization
Twitter - Software Business CharacterizationTwitter - Software Business Characterization
Twitter - Software Business Characterizationriahsathe
 
Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...
Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...
Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...rgrogersPCA
 
Automotive Guide to Pinterest & Instagram
Automotive Guide to Pinterest & InstagramAutomotive Guide to Pinterest & Instagram
Automotive Guide to Pinterest & InstagramSharad Verma
 
Business in a Networked World
Business in a Networked WorldBusiness in a Networked World
Business in a Networked WorldRichard Binhammer
 
[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...
[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...
[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...Altimeter, a Prophet Company
 
Investor Relations 2.0
Investor Relations 2.0Investor Relations 2.0
Investor Relations 2.0Cynthia Chan
 
Social Media Trends 2018
Social Media Trends 2018Social Media Trends 2018
Social Media Trends 2018Roxana Moolla
 
Social Organizations and Connected Communications
Social Organizations and Connected CommunicationsSocial Organizations and Connected Communications
Social Organizations and Connected CommunicationsRichard Binhammer
 

Was ist angesagt? (20)

2012 mkt twitter-data-report
2012   mkt twitter-data-report2012   mkt twitter-data-report
2012 mkt twitter-data-report
 
January 2022 - Monthly Social Media Update
January 2022  - Monthly Social Media Update January 2022  - Monthly Social Media Update
January 2022 - Monthly Social Media Update
 
20-23_Feature (Social Media)_14.04
20-23_Feature (Social Media)_14.0420-23_Feature (Social Media)_14.04
20-23_Feature (Social Media)_14.04
 
CIO Presentation about social media
CIO Presentation about social mediaCIO Presentation about social media
CIO Presentation about social media
 
Twitter
TwitterTwitter
Twitter
 
Using Social Media to Manage your Brand and Organization
Using Social Media to Manage your Brand and OrganizationUsing Social Media to Manage your Brand and Organization
Using Social Media to Manage your Brand and Organization
 
WeChat Analysis for Brands 2015
WeChat Analysis for Brands 2015WeChat Analysis for Brands 2015
WeChat Analysis for Brands 2015
 
7 social media trends for 2018
7 social media trends for 2018 7 social media trends for 2018
7 social media trends for 2018
 
Ramaciotti digital media marketing 2012 6
Ramaciotti digital media marketing 2012 6Ramaciotti digital media marketing 2012 6
Ramaciotti digital media marketing 2012 6
 
Social Media and Enterprise Integration
Social Media and Enterprise IntegrationSocial Media and Enterprise Integration
Social Media and Enterprise Integration
 
Twitter - Software Business Characterization
Twitter - Software Business CharacterizationTwitter - Software Business Characterization
Twitter - Software Business Characterization
 
Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...
Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...
Xerox Transforms Channel Partners’ Social Presence with socialondemand® from ...
 
Linkedin research report
Linkedin research reportLinkedin research report
Linkedin research report
 
Automotive Guide to Pinterest & Instagram
Automotive Guide to Pinterest & InstagramAutomotive Guide to Pinterest & Instagram
Automotive Guide to Pinterest & Instagram
 
Business in a Networked World
Business in a Networked WorldBusiness in a Networked World
Business in a Networked World
 
[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...
[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...
[Report] Real-Time Marketing: The Agility to Leverage 'Now' by Rebecca Lieb &...
 
Investor Relations 2.0
Investor Relations 2.0Investor Relations 2.0
Investor Relations 2.0
 
Social Media Trends 2018
Social Media Trends 2018Social Media Trends 2018
Social Media Trends 2018
 
2012 State of Community Management
2012 State of Community Management2012 State of Community Management
2012 State of Community Management
 
Social Organizations and Connected Communications
Social Organizations and Connected CommunicationsSocial Organizations and Connected Communications
Social Organizations and Connected Communications
 

Andere mochten auch

E commerce adoption by insurance companies in india
E commerce adoption by insurance companies in indiaE commerce adoption by insurance companies in india
E commerce adoption by insurance companies in indiaumaganesh
 
100 Greatest Military Photographs
100 Greatest Military Photographs100 Greatest Military Photographs
100 Greatest Military Photographsmikern99
 
Campuran pemasaran promosi
Campuran pemasaran promosiCampuran pemasaran promosi
Campuran pemasaran promosiJagathiswary Jga
 
adidas reebok merger
adidas reebok mergeradidas reebok merger
adidas reebok mergerAshraf Khan
 
BENEFITS OF ENGLISH BREAKFAST TEA
BENEFITS OF ENGLISH BREAKFAST TEABENEFITS OF ENGLISH BREAKFAST TEA
BENEFITS OF ENGLISH BREAKFAST TEAMauteacher
 
Class 7 Consolidation Test ( Geotechnical Engineering )
Class 7    Consolidation Test ( Geotechnical Engineering )Class 7    Consolidation Test ( Geotechnical Engineering )
Class 7 Consolidation Test ( Geotechnical Engineering )Hossam Shafiq I
 
A Guide to the Trump Administration
A Guide to the Trump Administration A Guide to the Trump Administration
A Guide to the Trump Administration MSL
 
Minority influence
Minority influenceMinority influence
Minority influencegbaptie
 
Instrument used in exodontia (updated)
Instrument used in exodontia (updated)Instrument used in exodontia (updated)
Instrument used in exodontia (updated)Noor Al
 
David goes to school
David goes to schoolDavid goes to school
David goes to schoolLeidy Dussán
 
First impressions game
First impressions gameFirst impressions game
First impressions gameFrank Calberg
 
Etiquette Dinner Presentation 2010
Etiquette Dinner Presentation 2010Etiquette Dinner Presentation 2010
Etiquette Dinner Presentation 2010hseegers
 

Andere mochten auch (19)

E commerce adoption by insurance companies in india
E commerce adoption by insurance companies in indiaE commerce adoption by insurance companies in india
E commerce adoption by insurance companies in india
 
100 Greatest Military Photographs
100 Greatest Military Photographs100 Greatest Military Photographs
100 Greatest Military Photographs
 
Data Quality Presentation
Data Quality PresentationData Quality Presentation
Data Quality Presentation
 
Campuran pemasaran promosi
Campuran pemasaran promosiCampuran pemasaran promosi
Campuran pemasaran promosi
 
Ecg & arrhythmias
Ecg & arrhythmiasEcg & arrhythmias
Ecg & arrhythmias
 
adidas reebok merger
adidas reebok mergeradidas reebok merger
adidas reebok merger
 
BENEFITS OF ENGLISH BREAKFAST TEA
BENEFITS OF ENGLISH BREAKFAST TEABENEFITS OF ENGLISH BREAKFAST TEA
BENEFITS OF ENGLISH BREAKFAST TEA
 
Service recovery strategies
Service recovery strategiesService recovery strategies
Service recovery strategies
 
Class 7 Consolidation Test ( Geotechnical Engineering )
Class 7    Consolidation Test ( Geotechnical Engineering )Class 7    Consolidation Test ( Geotechnical Engineering )
Class 7 Consolidation Test ( Geotechnical Engineering )
 
Corporate Governance
Corporate GovernanceCorporate Governance
Corporate Governance
 
A Guide to the Trump Administration
A Guide to the Trump Administration A Guide to the Trump Administration
A Guide to the Trump Administration
 
Cassandra NoSQL Tutorial
Cassandra NoSQL TutorialCassandra NoSQL Tutorial
Cassandra NoSQL Tutorial
 
Minority influence
Minority influenceMinority influence
Minority influence
 
Instrument used in exodontia (updated)
Instrument used in exodontia (updated)Instrument used in exodontia (updated)
Instrument used in exodontia (updated)
 
David goes to school
David goes to schoolDavid goes to school
David goes to school
 
First impressions game
First impressions gameFirst impressions game
First impressions game
 
Etiquette Dinner Presentation 2010
Etiquette Dinner Presentation 2010Etiquette Dinner Presentation 2010
Etiquette Dinner Presentation 2010
 
Critical Thinking and Problem Solving
Critical Thinking and Problem SolvingCritical Thinking and Problem Solving
Critical Thinking and Problem Solving
 
Security issues in cloud database
Security  issues  in cloud   database Security  issues  in cloud   database
Security issues in cloud database
 

Ähnlich wie Asset Management and Social Media: A Guide to Social Marketing

Personal Branding Online
Personal Branding OnlinePersonal Branding Online
Personal Branding OnlineLisa Harris
 
PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...
PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...
PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...PhillyTech.Co (www.PhillyTech.Co)
 
ED Sol So Me Webinar 09 10 09 Final
ED Sol So Me Webinar  09 10 09 FinalED Sol So Me Webinar  09 10 09 Final
ED Sol So Me Webinar 09 10 09 FinalMark James
 
Best Practices Social Media Marketing For Business
Best Practices Social Media Marketing For BusinessBest Practices Social Media Marketing For Business
Best Practices Social Media Marketing For BusinessSurekha Parekh
 
Social-Media-Marketing
Social-Media-MarketingSocial-Media-Marketing
Social-Media-Marketingmrunalshethiya
 
Different Types of Social Media Channels - Sysomos
Different Types of Social Media Channels - SysomosDifferent Types of Social Media Channels - Sysomos
Different Types of Social Media Channels - SysomosSysomos
 
Social media for b2b - Madhouse Associates seminar
Social media for b2b - Madhouse Associates seminarSocial media for b2b - Madhouse Associates seminar
Social media for b2b - Madhouse Associates seminarSmoking Gun PR
 
Advantages And Disadvantages Of Social Networking Marketing
Advantages And Disadvantages Of Social Networking MarketingAdvantages And Disadvantages Of Social Networking Marketing
Advantages And Disadvantages Of Social Networking MarketingTraci Webb
 
Nottingham Property Face 2 Face
Nottingham Property Face 2 FaceNottingham Property Face 2 Face
Nottingham Property Face 2 FacePCM creative
 
LinkedIn B2B Marketing User Guide 2020
LinkedIn B2B Marketing User Guide 2020LinkedIn B2B Marketing User Guide 2020
LinkedIn B2B Marketing User Guide 2020Let's Learn Digital
 
KickApps SF Summit - "Open Remarks on where we stand in the world of social m...
KickApps SF Summit - "Open Remarks on where we stand in the world of social m...KickApps SF Summit - "Open Remarks on where we stand in the world of social m...
KickApps SF Summit - "Open Remarks on where we stand in the world of social m...KickApps
 
SharePoint Fest Denver
SharePoint Fest DenverSharePoint Fest Denver
SharePoint Fest DenverJeff Willinger
 
Freedatalabs.Com Social Media Marketing Made Real Jan 2010 Eng With C...
Freedatalabs.Com   Social Media Marketing Made Real   Jan 2010   Eng   With C...Freedatalabs.Com   Social Media Marketing Made Real   Jan 2010   Eng   With C...
Freedatalabs.Com Social Media Marketing Made Real Jan 2010 Eng With C...Freedata Labs
 
Ed solutions social media-08-10-final
Ed solutions social media-08-10-finalEd solutions social media-08-10-final
Ed solutions social media-08-10-finalMark James
 
Social Media Strategies For Business Decmester
Social Media Strategies For Business DecmesterSocial Media Strategies For Business Decmester
Social Media Strategies For Business DecmesterKristin Parrish
 
Better Business Insight Means Better Business Decisions (11/11/12)
Better Business Insight Means Better Business Decisions (11/11/12)Better Business Insight Means Better Business Decisions (11/11/12)
Better Business Insight Means Better Business Decisions (11/11/12)Davalen LLC
 
Top Social Media Marketing Trends to Follow in 2024
Top Social Media Marketing Trends to Follow in 2024Top Social Media Marketing Trends to Follow in 2024
Top Social Media Marketing Trends to Follow in 2024Jomer Gregorio
 
A Social Divide In The City #1
A Social Divide In The City #1A Social Divide In The City #1
A Social Divide In The City #1FTI Consulting
 

Ähnlich wie Asset Management and Social Media: A Guide to Social Marketing (20)

Personal Branding Online
Personal Branding OnlinePersonal Branding Online
Personal Branding Online
 
PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...
PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...
PhillyTech eBook - How Social Selling Can Positively Impact Your Business - J...
 
ED Sol So Me Webinar 09 10 09 Final
ED Sol So Me Webinar  09 10 09 FinalED Sol So Me Webinar  09 10 09 Final
ED Sol So Me Webinar 09 10 09 Final
 
Best Practices Social Media Marketing For Business
Best Practices Social Media Marketing For BusinessBest Practices Social Media Marketing For Business
Best Practices Social Media Marketing For Business
 
Social-Media-Marketing
Social-Media-MarketingSocial-Media-Marketing
Social-Media-Marketing
 
Different Types of Social Media Channels - Sysomos
Different Types of Social Media Channels - SysomosDifferent Types of Social Media Channels - Sysomos
Different Types of Social Media Channels - Sysomos
 
Social media for b2b - Madhouse Associates seminar
Social media for b2b - Madhouse Associates seminarSocial media for b2b - Madhouse Associates seminar
Social media for b2b - Madhouse Associates seminar
 
Advantages And Disadvantages Of Social Networking Marketing
Advantages And Disadvantages Of Social Networking MarketingAdvantages And Disadvantages Of Social Networking Marketing
Advantages And Disadvantages Of Social Networking Marketing
 
Nottingham Property Face 2 Face
Nottingham Property Face 2 FaceNottingham Property Face 2 Face
Nottingham Property Face 2 Face
 
Digital Solution
Digital SolutionDigital Solution
Digital Solution
 
LinkedIn B2B Marketing User Guide 2020
LinkedIn B2B Marketing User Guide 2020LinkedIn B2B Marketing User Guide 2020
LinkedIn B2B Marketing User Guide 2020
 
KickApps SF Summit - "Open Remarks on where we stand in the world of social m...
KickApps SF Summit - "Open Remarks on where we stand in the world of social m...KickApps SF Summit - "Open Remarks on where we stand in the world of social m...
KickApps SF Summit - "Open Remarks on where we stand in the world of social m...
 
SharePoint Fest Denver
SharePoint Fest DenverSharePoint Fest Denver
SharePoint Fest Denver
 
Freedatalabs.Com Social Media Marketing Made Real Jan 2010 Eng With C...
Freedatalabs.Com   Social Media Marketing Made Real   Jan 2010   Eng   With C...Freedatalabs.Com   Social Media Marketing Made Real   Jan 2010   Eng   With C...
Freedatalabs.Com Social Media Marketing Made Real Jan 2010 Eng With C...
 
Ed solutions social media-08-10-final
Ed solutions social media-08-10-finalEd solutions social media-08-10-final
Ed solutions social media-08-10-final
 
Marketing 2011 and Beyond
Marketing 2011 and BeyondMarketing 2011 and Beyond
Marketing 2011 and Beyond
 
Social Media Strategies For Business Decmester
Social Media Strategies For Business DecmesterSocial Media Strategies For Business Decmester
Social Media Strategies For Business Decmester
 
Better Business Insight Means Better Business Decisions (11/11/12)
Better Business Insight Means Better Business Decisions (11/11/12)Better Business Insight Means Better Business Decisions (11/11/12)
Better Business Insight Means Better Business Decisions (11/11/12)
 
Top Social Media Marketing Trends to Follow in 2024
Top Social Media Marketing Trends to Follow in 2024Top Social Media Marketing Trends to Follow in 2024
Top Social Media Marketing Trends to Follow in 2024
 
A Social Divide In The City #1
A Social Divide In The City #1A Social Divide In The City #1
A Social Divide In The City #1
 

Mehr von Corporate Insight

Annuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal WinnersAnnuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal WinnersCorporate Insight
 
Announcing the Gold Medal Winners of the Advisor Monitor Awards
Announcing the Gold Medal Winners of the Advisor Monitor AwardsAnnouncing the Gold Medal Winners of the Advisor Monitor Awards
Announcing the Gold Medal Winners of the Advisor Monitor AwardsCorporate Insight
 
Asset Management Monitor - Investor Awards Preview
Asset Management Monitor - Investor Awards PreviewAsset Management Monitor - Investor Awards Preview
Asset Management Monitor - Investor Awards PreviewCorporate Insight
 
Digital Advice Monitor Awards Preview 2019
Digital Advice Monitor Awards Preview 2019Digital Advice Monitor Awards Preview 2019
Digital Advice Monitor Awards Preview 2019Corporate Insight
 
Property and Casualty Insurance Monitor Awards Preview
Property and Casualty Insurance Monitor Awards PreviewProperty and Casualty Insurance Monitor Awards Preview
Property and Casualty Insurance Monitor Awards PreviewCorporate Insight
 
Annuity and life insurance product update q2 2019
Annuity and life insurance product update q2 2019Annuity and life insurance product update q2 2019
Annuity and life insurance product update q2 2019Corporate Insight
 
Annuity and life insurance product update q1 2019
Annuity and life insurance product update   q1 2019Annuity and life insurance product update   q1 2019
Annuity and life insurance product update q1 2019Corporate Insight
 
Annuity and Life Insurance Product Update Q3 & Q4 2018
Annuity and Life Insurance Product Update Q3 & Q4 2018Annuity and Life Insurance Product Update Q3 & Q4 2018
Annuity and Life Insurance Product Update Q3 & Q4 2018Corporate Insight
 
2019 Mobile Finance Trends and Innovations
2019 Mobile Finance Trends and Innovations2019 Mobile Finance Trends and Innovations
2019 Mobile Finance Trends and InnovationsCorporate Insight
 
Credit Card Product Update: 2018 Year in Review
Credit Card Product Update: 2018 Year in ReviewCredit Card Product Update: 2018 Year in Review
Credit Card Product Update: 2018 Year in ReviewCorporate Insight
 
Annuity and Life Insurance Product Update - Q2 2018
Annuity and Life Insurance Product Update -  Q2 2018Annuity and Life Insurance Product Update -  Q2 2018
Annuity and Life Insurance Product Update - Q2 2018Corporate Insight
 
2017 Monitor Awards Gold Winners: Advisor
2017 Monitor Awards Gold Winners: Advisor2017 Monitor Awards Gold Winners: Advisor
2017 Monitor Awards Gold Winners: AdvisorCorporate Insight
 
2017 Monitor Awards Gold Winners: P&C Insurance
2017 Monitor Awards Gold Winners: P&C Insurance2017 Monitor Awards Gold Winners: P&C Insurance
2017 Monitor Awards Gold Winners: P&C InsuranceCorporate Insight
 
2017 Monitor Awards Gold Winners: Health Insurance
2017 Monitor Awards Gold Winners: Health Insurance2017 Monitor Awards Gold Winners: Health Insurance
2017 Monitor Awards Gold Winners: Health InsuranceCorporate Insight
 
2017 Monitor Awards Gold Winners: Life Insurance
2017 Monitor Awards Gold Winners: Life Insurance2017 Monitor Awards Gold Winners: Life Insurance
2017 Monitor Awards Gold Winners: Life InsuranceCorporate Insight
 
Annuity and Life Insurance Product Update - Q4 2017
Annuity and Life Insurance Product Update - Q4 2017Annuity and Life Insurance Product Update - Q4 2017
Annuity and Life Insurance Product Update - Q4 2017Corporate Insight
 
2017 Monitor Awards Gold Winners: Annuities
2017 Monitor Awards Gold Winners: Annuities2017 Monitor Awards Gold Winners: Annuities
2017 Monitor Awards Gold Winners: AnnuitiesCorporate Insight
 
Credit Card Product Update - 2017 Year in Review
Credit Card Product Update - 2017 Year in ReviewCredit Card Product Update - 2017 Year in Review
Credit Card Product Update - 2017 Year in ReviewCorporate Insight
 
Annuity and Life Insurance Product Update - Q3 2017
Annuity and Life Insurance Product Update - Q3 2017Annuity and Life Insurance Product Update - Q3 2017
Annuity and Life Insurance Product Update - Q3 2017Corporate Insight
 
Credit Card Product Update: January-June 2017
Credit Card Product Update: January-June 2017Credit Card Product Update: January-June 2017
Credit Card Product Update: January-June 2017Corporate Insight
 

Mehr von Corporate Insight (20)

Annuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal WinnersAnnuity Monitor Awards 2019 Gold Medal Winners
Annuity Monitor Awards 2019 Gold Medal Winners
 
Announcing the Gold Medal Winners of the Advisor Monitor Awards
Announcing the Gold Medal Winners of the Advisor Monitor AwardsAnnouncing the Gold Medal Winners of the Advisor Monitor Awards
Announcing the Gold Medal Winners of the Advisor Monitor Awards
 
Asset Management Monitor - Investor Awards Preview
Asset Management Monitor - Investor Awards PreviewAsset Management Monitor - Investor Awards Preview
Asset Management Monitor - Investor Awards Preview
 
Digital Advice Monitor Awards Preview 2019
Digital Advice Monitor Awards Preview 2019Digital Advice Monitor Awards Preview 2019
Digital Advice Monitor Awards Preview 2019
 
Property and Casualty Insurance Monitor Awards Preview
Property and Casualty Insurance Monitor Awards PreviewProperty and Casualty Insurance Monitor Awards Preview
Property and Casualty Insurance Monitor Awards Preview
 
Annuity and life insurance product update q2 2019
Annuity and life insurance product update q2 2019Annuity and life insurance product update q2 2019
Annuity and life insurance product update q2 2019
 
Annuity and life insurance product update q1 2019
Annuity and life insurance product update   q1 2019Annuity and life insurance product update   q1 2019
Annuity and life insurance product update q1 2019
 
Annuity and Life Insurance Product Update Q3 & Q4 2018
Annuity and Life Insurance Product Update Q3 & Q4 2018Annuity and Life Insurance Product Update Q3 & Q4 2018
Annuity and Life Insurance Product Update Q3 & Q4 2018
 
2019 Mobile Finance Trends and Innovations
2019 Mobile Finance Trends and Innovations2019 Mobile Finance Trends and Innovations
2019 Mobile Finance Trends and Innovations
 
Credit Card Product Update: 2018 Year in Review
Credit Card Product Update: 2018 Year in ReviewCredit Card Product Update: 2018 Year in Review
Credit Card Product Update: 2018 Year in Review
 
Annuity and Life Insurance Product Update - Q2 2018
Annuity and Life Insurance Product Update -  Q2 2018Annuity and Life Insurance Product Update -  Q2 2018
Annuity and Life Insurance Product Update - Q2 2018
 
2017 Monitor Awards Gold Winners: Advisor
2017 Monitor Awards Gold Winners: Advisor2017 Monitor Awards Gold Winners: Advisor
2017 Monitor Awards Gold Winners: Advisor
 
2017 Monitor Awards Gold Winners: P&C Insurance
2017 Monitor Awards Gold Winners: P&C Insurance2017 Monitor Awards Gold Winners: P&C Insurance
2017 Monitor Awards Gold Winners: P&C Insurance
 
2017 Monitor Awards Gold Winners: Health Insurance
2017 Monitor Awards Gold Winners: Health Insurance2017 Monitor Awards Gold Winners: Health Insurance
2017 Monitor Awards Gold Winners: Health Insurance
 
2017 Monitor Awards Gold Winners: Life Insurance
2017 Monitor Awards Gold Winners: Life Insurance2017 Monitor Awards Gold Winners: Life Insurance
2017 Monitor Awards Gold Winners: Life Insurance
 
Annuity and Life Insurance Product Update - Q4 2017
Annuity and Life Insurance Product Update - Q4 2017Annuity and Life Insurance Product Update - Q4 2017
Annuity and Life Insurance Product Update - Q4 2017
 
2017 Monitor Awards Gold Winners: Annuities
2017 Monitor Awards Gold Winners: Annuities2017 Monitor Awards Gold Winners: Annuities
2017 Monitor Awards Gold Winners: Annuities
 
Credit Card Product Update - 2017 Year in Review
Credit Card Product Update - 2017 Year in ReviewCredit Card Product Update - 2017 Year in Review
Credit Card Product Update - 2017 Year in Review
 
Annuity and Life Insurance Product Update - Q3 2017
Annuity and Life Insurance Product Update - Q3 2017Annuity and Life Insurance Product Update - Q3 2017
Annuity and Life Insurance Product Update - Q3 2017
 
Credit Card Product Update: January-June 2017
Credit Card Product Update: January-June 2017Credit Card Product Update: January-June 2017
Credit Card Product Update: January-June 2017
 

Kürzlich hochgeladen

Zakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAM
Zakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAMZakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAM
Zakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAMFaisal834049
 
ACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINT
ACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINTACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINT
ACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINTindexPub
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...mwangimwangi222
 
Stock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfStock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfMichael Silva
 
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an EntrepreneurIntroduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an Entrepreneurabcisahunter
 
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdfLundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdfAdnet Communications
 
Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Guillaume Ⓥ Sarlat
 
2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation2024.03 Strategic Resources Presentation
2024.03 Strategic Resources PresentationAdnet Communications
 
Contracts with Interdependent Preferences
Contracts with Interdependent PreferencesContracts with Interdependent Preferences
Contracts with Interdependent PreferencesGRAPE
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfMichael Silva
 
LIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptxLIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptxsonamyadav7097
 
The CBR Covered Bond Investor Roundtable 2024
The CBR Covered Bond Investor Roundtable 2024The CBR Covered Bond Investor Roundtable 2024
The CBR Covered Bond Investor Roundtable 2024Neil Day
 
Work and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingWork and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingHenry Tapper
 
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdfAdnet Communications
 
Hungarys economy made by Robert Miklos
Hungarys economy   made by Robert MiklosHungarys economy   made by Robert Miklos
Hungarys economy made by Robert Miklosbeduinpower135
 

Kürzlich hochgeladen (20)

Monthly Economic Monitoring of Ukraine No.230, March 2024
Monthly Economic Monitoring of Ukraine No.230, March 2024Monthly Economic Monitoring of Ukraine No.230, March 2024
Monthly Economic Monitoring of Ukraine No.230, March 2024
 
Zakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAM
Zakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAMZakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAM
Zakat and it’s Social Benefits - THE FORGOTTEN PILLAR OF ISLAM
 
Effects & Policies Of Bank Consolidation
Effects & Policies Of Bank ConsolidationEffects & Policies Of Bank Consolidation
Effects & Policies Of Bank Consolidation
 
ACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINT
ACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINTACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINT
ACADEMIC BANK OF CREDIT: A WORLDWIDE VIEWPOINT
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
 
Stock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfStock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdf
 
E-levy and Merchant Payment Exemption in Ghana
E-levy and Merchant Payment Exemption in GhanaE-levy and Merchant Payment Exemption in Ghana
E-levy and Merchant Payment Exemption in Ghana
 
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an EntrepreneurIntroduction to Entrepreneurship and Characteristics of an Entrepreneur
Introduction to Entrepreneurship and Characteristics of an Entrepreneur
 
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
 
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdfLundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
 
Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024Sarlat Advisory - Corporate Brochure - 2024
Sarlat Advisory - Corporate Brochure - 2024
 
2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation
 
Contracts with Interdependent Preferences
Contracts with Interdependent PreferencesContracts with Interdependent Preferences
Contracts with Interdependent Preferences
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdf
 
Commercial Bank Economic Capsule - March 2024
Commercial Bank Economic Capsule - March 2024Commercial Bank Economic Capsule - March 2024
Commercial Bank Economic Capsule - March 2024
 
LIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptxLIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptx
 
The CBR Covered Bond Investor Roundtable 2024
The CBR Covered Bond Investor Roundtable 2024The CBR Covered Bond Investor Roundtable 2024
The CBR Covered Bond Investor Roundtable 2024
 
Work and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingWork and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB funding
 
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
 
Hungarys economy made by Robert Miklos
Hungarys economy   made by Robert MiklosHungarys economy   made by Robert Miklos
Hungarys economy made by Robert Miklos
 

Asset Management and Social Media: A Guide to Social Marketing

  • 1. COPYRIGHT 2013 CORPORATE INSIGHT, INC. A GUIDE TO SOCIAL MARKETING AUTHOR: FRED LAPOLLA REPORT RELEASED: MAY 2013 ASSET MANAGEMENT AND SOCIAL MEDIA
  • 2. ABOUT CORPORATE INSIGHT 2 ABOUTUS Connect With Us Corporate Insight provides competitive intelligence and user experience research to the nation’s leading financial institutions. For over 20 years, the firm has tracked technological developments in the financial services industry, identifying best practices in online banking and investing, online insurance, mobile finance, active trading platforms, social media and other emerging areas. There are no assumptions in Corporate Insight’s work – we use live accounts at all of the firms we research, providing our clients with unparalleled, unbiased intelligence on the competition. Corporate Insight welcomes the opportunity to speak with the media. If you are interested in citing our research or would like to schedule an interview with our analysts, please contact Intermarket Communications at 212-888-6115 or corporateinsight@intermarket.com. FRED LAPOLLA Senior Research Associate 212-832-2002 x-121 flapolla@corporateinsight.com BEN POUSTY Marketing Manager 212-832-2002 x-134 bpousty@corporateinsight.com Media Inquiries
  • 3. TABLE OF CONTENTS 3 TABLEOFCONTENTS  Introduction  Leveraging the Leading Social Networks o LinkedIn: Advisor Networking o Twitter: Leading the Conversation o Facebook: Engaging Consumers o YouTube: Branding & Commentaries o Google+: What Does it Add?  Five Takeaways for Asset Management Firms  Corporate Insight Thought Leadership  About the Author
  • 5. 5 INTRODUCTION BACKGROUND This presentation is based on research from our recent guide – Asset Management & Social Media: A Guide to Social Marketing. The guide focuses on how asset management firms use popular social media platforms to connect directly with investors and financial advisors. Inside, we examine LinkedIn, Twitter, Facebook, YouTube and Google+ and discuss ways that firms can best leverage these networks. The slide deck concludes with a set of recommendations to help you optimize your firm’s social media marketing strategy.
  • 6. LEVERAGING THE LEADING SOCIAL NETWORKS 6 LEVERAGINGTHELEADINGSOCIALNETWORKS
  • 7. TOP FIVE SOCIAL MEDIA PLATFORMS 7 LEVERAGINGTHELEADINGSOCIALNETWORKS LinkedIn Today’s business professionals turn to LinkedIn as a go-to resource for professional networking. The site offers a strong resource for individuals hoping to network and find discussions on professional topics. Twitter Twitter offers asset management firms an opportunity to release brief blasts of information, offering real-time insights on emerging issues and engaging with the broader conversation about markets and investing. Facebook With over a billion users worldwide, Facebook has wide visibility and entices marketers with the promise of reaching huge swaths of people while they read updates from friends and family. YouTube YouTube offers a platform for firms to upload streaming videos and create unique, corporate channels for individuals to peruse. Google+ The second largest social networking site in the world with 359 million active users, Google+ remains largely ignored by the asset management industry. The network’s video conferencing features and SEO qualities are enticing.
  • 8. LINKEDIN: ADVISOR NETWORKING 8 LEVERAGINGTHELEADINGSOCIALNETWORKS Networking An American Century study finds that 90% of financial professionals have a social media account; 66% use LinkedIn. Commentary LinkedIn offers firms a strong platform for delivering and promoting commentaries and thought leaderships pieces. Product Promotion The platform offers space where firms can market their products and services, using images and explanations of different reasons to work with them. Professionalism LinkedIn’s strongest features is its reputation for professionalism and it’s users can be sure that the platform is used for addressing their professional identities.
  • 9. LINKEDIN: ADVISOR NETWORKING 9 LEVERAGINGTHELEADINGSOCIALNETWORKS iShares LinkedIn Page LinkedIn Leader: iShares  The iShares LinkedIn company page presents followers with recent market insights currently being discussed on the firm’s blog .  iShares promotes individual offerings while also highlighting educational resources on ETFs, tools and customer service.
  • 10. TWITTER: LEADING THE CONVERSATION 10 LEVERAGINGTHELEADINGSOCIALNETWORKS Conversation Twitter allows firms to spread current events, news, updates from a firm, engage with other market experts and respond directly to comments made by clients. Promotion Asset management firms use Twitter to promote site features, services and fund products. Thought Leadership Twitter lets firms promote thought leaders and industry experts and provides a strong channel to increase their profile. Developing Trends The instantaneous nature of Twitter makes it the ideal platform for discussing emerging market issues. The hashtag system allows posts on a specific topic to be easily searchable. Twitter B2B Marketing Statistic from optify
  • 11. TWITTER: LEADING THE CONVERSATION 11 LEVERAGINGTHELEADINGSOCIALNETWORKS Invesco Twitter Account Twitter Leader: Invesco  Invesco has 70k+ followers and features links to commentaries, thought leadership pieces and articles from the financial press while promoting insights from industry experts.  Invesco posts streaming video pieces and articles from outside sources on its feed, allowing for an interactive experience.
  • 12. FACEBOOK: ENGAGING CONSUMERS 12 LEVERAGINGTHELEADINGSOCIALNETWORKS Consumer Oriented Investors are likely not visiting the site to learn about business opportunities, therefore firms work to connect with consumers using engaging ads, offers and other online content. Sponsorships Facebook is used by many firms to promote corporate sponsorships such as sports teams and charities in an effort to generate good will and get their name out. Games Firms also leverage the visual layout of Facebook by including games and apps for users to enjoy during their spare time. This practice helps build brand associations and draws in a broader audience of visitors.
  • 13. FACEBOOK: ENGAGING CONSUMERS 13 LEVERAGINGTHELEADINGSOCIALNETWORKS Putnam Investment Facebook Page Facebook Leader: Putnam Investments  Putnam does an excellent job of utilizing the image-based layout of Facebook through several large, eye-catching images which promote the firm’s commitment to local communities.  The firm also frequently promotes sponsorships of sports stars and teams on Facebook, broadening their visibility with the general public.
  • 14. YOUTUBE: BRANDING & COMMENTARIES 14 LEVERAGINGTHELEADINGSOCIALNETWORKS Channels Top firms offer a dedicated channel which allows all of their videos to be accessible from one location. This increases the chances visitors will watch multiple videos. Playlists Fund firms offer specific playlists which allow the viewer to gain a comprehensive perspective on the firm’s view on a given issue. Consumer Focus Firms messages on YouTube tend to be consumer-oriented advertisements and presentations that include visually stimulating content. Popular topics include retirement and college savings. Special Features Firms often overlook special YouTube features. These include customized presentations with embedded videos, text and photos to provide a complete multimedia experience.
  • 15. YOUTUBE: BRANDING & COMMENTARIES 15 LEVERAGINGTHELEADINGSOCIALNETWORKS OppenheimerFunds YouTube Page YouTube Leader: OppenheimerFunds  OppenheimerFunds’ channel features a strong consumer-oriented focus. The engaging videos include graphs that move as the hosts explains concepts.  Several playlists are also offered and the firm’s social media presence is well-branded to help consumers associate them with global investing.
  • 16. GOOGLE+: WHAT DOES IT ADD? 16 LEVERAGINGTHELEADINGSOCIALNETWORKS Aesthetics Google+ shares many similarities with Facebook, offering a visually-oriented feed that focuses on social connections. Privacy The platform tries to set itself apart with “Circles” where users can separate their connections into groups such as friends, professional acquaintances, etc. Video Conferencing Many experts are enthusiastic about Google+ Hangouts. This feature enables up to nine people to participate in a video conference with the ability could be useful for advisor in communicating with clients and pitching to prospects.
  • 17. GOOGLE+: WHAT DOES IT ADD? 17 LEVERAGINGTHELEADINGSOCIALNETWORKS Franklin Templeton Google+ Page Google+ Leader: Franklin Templeton  Franklin Templeton primarily promotes thought leadership pieces and commentaries from the firm’s experts.  The firm uses colorful imagery in promoting the firm’s products and services.
  • 18. FIVE TAKEAWAYS FOR ASSET MANAGEMENT FIRMS 18 FIVETAKEAWAYSFORASSETMANAGEMENTFIRMS
  • 19. FIVE TAKEAWAYS FOR ASSET MANAGEMENT FIRMS 19 FIVETAKEAWAYSFORASSETMANAGEMENTFIRMS #1 Focus on Individual Platform Strengths & Avoid One-Size-Fits- All Approach #2 Capitalize on LinkedIn’s Abundant Business Networking Opportunities #3 Engage in Consumer Promotions on Twitter, Facebook, YouTube, and Google+ #4 Maintain a Visual Focus When Appropriate #5 Remember: Social Media is a Two-Way Street
  • 20. CORPORATE INSIGHT THOUGHT LEADERSHIP 20 CORPORATEINSIGHTTHOUGHTLEADERSHIP
  • 21. CORPORATE INSIGHT THOUGHT LEADERSHIP 21 CORPORATEINSIGHTTHOUGHTLEADERSHIP Whitepaper: Millennials Opportunity Whitepaper This whitepaper examines the marketing tactics, strategies and online resources leading financial institutions are using to connect with Millennials. This is also available as a slide deck. Slide Deck: Apple iOS 7: Ideas for Financial Services Firms Apple iOS 7: Ideas for Financial Services Firms explains how firms can leverage the new features in iOS 7 to make their mobile apps more user-friendly. Mobile Infographic: Android vs. Apple App Development Across Financial Services Mobile Trend Infographic compares Android and Apple iOS app development across the financial services industry. Slide Deck: Brokerage iPhone apps: Examining the Mobile User Experience This study examined the brokerage industry’s most popular mobile apps focusing on design and core features like trade order entry and stock quotes.
  • 22. ABOUT THE AUTHOR 22 ABOUTTHEAUTHOR FRED LAPOLLA SENIOR RESEARCH ASSOCIATE MUTUAL FUND MONITOR AND ADVISOR MONITOR Fred LaPolla is a Senior Research Associate on Corporate Insight’s Mutual Fund Monitor and Advisor Monitor teams. He has conducted extensive research in the fund space, focusing on the asset management industry’s use of the Web, social media and other technologies to reach investors and service clients and financial advisors. This study is the result of Fred’s ongoing research into the social media presences offered by leading fund companies and the social strategies they employ. Fred graduated from George Washington University in 2008 and is currently pursuing a master’s degree. He has been a member of the Corporate Insight team since 2011. CONTACT FRED: T: 212-832-2002 x-121 E: flapolla@corporateinsight.com