The Introduction, research re-cap, rich media and blogging presentations from Precedent's Digital Finance Forum 2012.

1. Precedent’s Finance Forum
2012
Integration or isolation?
The digital landscape for UK financial services
February 2012
Digital Finance Forum 2012

2. Today
• Presentations 8.30 - 9.25
Introduction, Rich media, Blogging and Micro-blogging
Coffee
• Presentations 9.45 - 10.30
Social Networks, Mobile, Website innovation
Coffee
• Breakout discussions 10.45 - 11.30
2 x 20 minutes (musical chairs)
• The question of compliance 11.30 - 12.00
• Effective digital strategy 12.00 - 12.30
Digital Finance Forum 2012 #PrecSem

3. Are you
awake?
Digital Finance Forum 2012 #PrecSem

4. Do you want
to leave yet?
Digital Finance Forum 2012 #PrecSem

5. Who are Precedent?
Mark Sherwin – Commercial Director

6. 80 experts
strategy & research
branding & communications
user centred design
development & hosting
digital marketing
Digital Finance Forum 2012 #PrecSem

7. 5 sectors
financial services
membership organisations
third sector
education
health
Digital Finance Forum 2012 #PrecSem

8. 5 offices
London
Edinburgh
Cardiff
Melbourne
Perth
Digital Finance Forum 2012 #PrecSem

9. 22 years
experience
quality
stability
loyalty
results
Digital Finance Forum 2012 #PrecSem

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12. meaningful ideas
intelligently delivered
Digital Finance Forum 2012 #PrecSem

13. meaningful ideas
intelligently delivered
#PrecSem
Wifi = mtevents (un & pw)
Digital Finance Forum 2012 #PrecSem

14. Our research
Adrian Porter – Head of Strategic Research

15. 1998 - 2000
Digital Finance Forum 2012 #PrecSem

16. 2001-2006
Digital Finance Forum 2012 #PrecSem

17. 2007-2008
Digital Finance Forum 2012 #PrecSem

18. 2008-2010
Digital Finance Forum 2012 #PrecSem

19. 2010-2011
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20. Early - 2010
Digital Finance Forum 2012 #PrecSem

21. Early - 2010
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22. 2011
Digital Finance Forum 2012 #PrecSem

23. 50 finance sector
companies
Their use of
digital channels
Digital Finance Forum 2012 #PrecSem

24. Banks x10
Building Societies x10
Asset Managers x10
Insurers, Life and Pensions x10
Online only Financial Services x10
Digital Finance Forum 2012 #PrecSem

25. Qualitative and quantitative
Who’s using what, for what?
Is it integrated and meaningful?
What is best practice?
Digital Finance Forum 2012 #PrecSem

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36. Sophisticated Basic Sophisticated Basic Sophisticated Basic Sophisticated Basic
Digital Finance Forum 2012 #PrecSem

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38. “Of course, the Web is catching on,
particularly in the financial service sector.
Yet, many corporations, still haven’t
understood the opportunities that lie in sales,
marketing and customer services – in fact in
almost every area of their activities”
Adrian Porter - Porter Research - 1998
Digital Finance Forum 2012 #PrecSem

39. Integration or
isolation?
Digital Finance Forum 2012 #PrecSem

40. Integrated
channels?
Digital Finance Forum 2012 #PrecSem

41. Integrated
teams?
Digital Finance Forum 2012 #PrecSem

42. 1.Rich media
Mark Russell – Consultant

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44. What are they using it for?
How well is it integrated?
Is it working?
What can we learn?
Digital Finance Forum 2012 #PrecSem

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61. Discussion points
The corporate video is dead.
Timeliness and relevance is far more important than
production values.
Viral video is not a realistic campaign strategy for
finance companies.
Digital Finance Forum 2012 #PrecSem

62. 2. Blogging and micro-blogging
Darren Amer - Consultant

63. What Why How
Digital Finance Forum 2012 #PrecSem

67. What Why How
Digital Finance Forum 2012 #PrecSem

69. Marketing
Drive traffic
Raise brand awareness
Cost saving
Digital Finance Forum 2012 #PrecSem

70. Communications
Conversations
Community
Digital Finance Forum 2012 #PrecSem

71. Marketing
Drive traffic
Raise brand awareness
Cost saving
Digital Finance Forum 2012 #PrecSem

73. clearingandsettlement.blogspot.com

74. Trust

76. Transparency
Explains your actions
Garner feedback
Passionate/credible
Willingness
Digital Finance Forum 2012 #PrecSem

77. "Shooting in progress in Oxford Circus? What?" @TreborFlow
"Gun alert on oxford circus right now? is it true?" @HannahLisaGreen
“Gunman loose in Oxford Circus?” @StephAldrich
“PLEASE RETWEET - Police say incident on Oxford Circus/ St is a rumour
started by someone.... #Idiot” @jamie_shepherd
Digital Finance Forum 2012 #PrecSem

78. “compliance friendly way for
financial professionals to
actively join the dialogue.”
Wedbush hopes to humanize
and avoid “industry-standard
canned responses”
Digital Finance Forum 2012 #PrecSem

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82. What Why How
Digital Finance Forum 2012 #PrecSem

83. Be Personal (Use your own voice)
Know your audience (#)
Focused (what’s really important)
Interesting, useful & timely
Quick to read (400 – 1,000 words)
Enable a community (Question, listen & interact)
Digital Finance Forum 2012 #PrecSem

84. Discussion points
• Personal blogging and micro-blogging has an
important role in rebuilding trust in financial
institutions
• Buzz monitoring is an immediate priority for
effective customer service
• Curating others’ content for your audiences adds
enough value to make it worthwhile
Digital Finance Forum 2012 #PrecSem

86. Today
• Presentations 8.30 - 9.25
Introduction, Rich media, Blogging and Micro-blogging
Coffee
• Presentations 9.45 - 10.30
Social Networks, Mobile, Website innovation
Coffee
• Breakout discussions 10.45 - 11.30
2 x 20 minutes (musical chairs)
• The question of compliance 11.30 - 12.00
• Effective digital strategy 12.00 - 12.30
Digital Finance Forum 2012 #PrecSem