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Social Media for Financial Services
Want to  get involved   in social media?
Learn the   rules … and the   tools . Listen Connect Respond
All contents of this presentation are the intellectual property of Wax Custom Communications Who’s Using Social Media? Aren’t YOU?
All contents of this presentation are the intellectual property of Wax Custom Communications If  they can  do  social media,  you can  too.
“ Social media  gives us  an avenue that is basically  free of charge   –  and  allows us to  reach millions   of  people .”   - Cindy Donaldson, Marketing Director
including   executives   from  all   Fortune 500 companies . More than   50 million   professionals   use  LinkedIn …
In October, LinkedIn   added  1 million   new   users   in  12 days . But  fewer  than half   of  financial advisers   use  LinkedIn .
Social media provides a  sales channel   of extremely  qualified leads .
@ tax time in 2008 43%   more  digital product  awareness   from ’07 52%   more  awareness  of  TaxCut software = + +
T. Rowe Price   (and six others) estimated  Twitter’s   value at  $1 billion .
But only  15%   of  financial advisers   connect  with  clients   on   Twitter . 18 million  users   are expected to use   Twitter  in 2009.
Fewer than half   of  financial advisers   use  Facebook .
All contents of this presentation are the intellectual property of Wax Custom Communications ,[object Object],a. Launch a Facebook group ,[object Object],[object Object],c. Begin interviewing them online. ACTION PLAN
All contents of this presentation are the intellectual property of Wax Custom Communications ,[object Object],[object Object],a. Launch a Facebook group ,[object Object],[object Object],c. Begin interviewing them online. ACTION PLAN ACTION PLAN The Careers  at Allstate fan  page on Facebook targets college graduates too.
Who says  your company   can’t have   its own   social  community ?
way back in  January 2007 Chuck All contents of this presentation are the intellectual property of Wax Custom Communications Responded by… ADDED  32% MORE  25- TO 40-YEAR-OLD  CLIENT ACCOUNTS !!! Developing a landing page for their online community Introducing high-yield investor checking accounts Lowering account minimums to $1K “ Listened” for social sentiments online Started an online community for 25 to 40 year olds
… can be used for  internal  communication   and   training too.   Wikis Blogs Videos How-to podcasting
70% of Northwestern Mutual’s intranet   blogs focus on project management.
Financial advisers   can  sell  and market  products  with  social media .
Ready to  get involved   in social media?
We’ll  help   you  build  a social media  strategy . Contact Wax   @ 1.866.791.3957
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Social Media Financial Services Guide Rules Tools Listen Connect Respond

  • 1. Social Media for Financial Services
  • 2. Want to get involved in social media?
  • 3. Learn the rules … and the tools . Listen Connect Respond
  • 4. All contents of this presentation are the intellectual property of Wax Custom Communications Who’s Using Social Media? Aren’t YOU?
  • 5. All contents of this presentation are the intellectual property of Wax Custom Communications If they can do social media, you can too.
  • 6. “ Social media gives us an avenue that is basically free of charge – and allows us to reach millions of people .” - Cindy Donaldson, Marketing Director
  • 7. including executives from all Fortune 500 companies . More than 50 million professionals use LinkedIn …
  • 8. In October, LinkedIn added 1 million new users in 12 days . But fewer than half of financial advisers use LinkedIn .
  • 9. Social media provides a sales channel of extremely qualified leads .
  • 10. @ tax time in 2008 43% more digital product awareness from ’07 52% more awareness of TaxCut software = + +
  • 11. T. Rowe Price (and six others) estimated Twitter’s value at $1 billion .
  • 12. But only 15% of financial advisers connect with clients on Twitter . 18 million users are expected to use Twitter in 2009.
  • 13. Fewer than half of financial advisers use Facebook .
  • 14.
  • 15.
  • 16. Who says your company can’t have its own social community ?
  • 17. way back in January 2007 Chuck All contents of this presentation are the intellectual property of Wax Custom Communications Responded by… ADDED 32% MORE 25- TO 40-YEAR-OLD CLIENT ACCOUNTS !!! Developing a landing page for their online community Introducing high-yield investor checking accounts Lowering account minimums to $1K “ Listened” for social sentiments online Started an online community for 25 to 40 year olds
  • 18. … can be used for internal communication and training too. Wikis Blogs Videos How-to podcasting
  • 19. 70% of Northwestern Mutual’s intranet blogs focus on project management.
  • 20. Financial advisers can sell and market products with social media .
  • 21. Ready to get involved in social media?
  • 22. We’ll help you build a social media strategy . Contact Wax @ 1.866.791.3957
  • 23.