My presentation to the eCommerce Committee of the Mutual Fund Education Alliance in October 2010.

1. A new look at market intelligence
To “Friend” Is the Trend:
Social Media & Financial Services Today
2010 eCommerce Executive Council Forum

2. The “Social” Web IS the Web
 Seven of the top 20 most visited websites in September are social networks/
social media publishing tools1
 Facebook (#2)
 YouTube (#4)
 Wikipedia (#6)
 Twitter (#7)
 Blogger (#11)
 LinkedIn (#16)
 MySpace (#18)
 Financial services industry is finally taking note
 51% of the asset management firms Corporate Insight tracks now using social media
 Since January 2009, 15 asset management firms have launched Facebook pages
and 14 have launched Twitter profiles
 FINRA Releases Reg Notice 10-06 in January 2010
1 According to Alexa

3. Asset Management Timeline

4. Survey says…
 Corporate Insight surveyed clients in August
 26% respondents were from asset management firms
 We also surveyed MFEA member firms

5. MFEA firms more focused on social media
0 10 20 30 40 50 60 70
MFEA Firms
Non-MFEA Firms
Is your firm currently using social media to
interact with customers?
No
Yes

6. MFEA firms feel pretty good about efforts so far…

7. …And are optimistic about future efforts.

8. Results have been mostly positive

9. But metrics have yet to be codified

10. And success seems to be a challenge

11. Compliance & resources are primary hurdles

12. Which firm do MFEA members think is leader?

13. Recommendations
1. Understand what your customers are saying about you.
2. Learn best practices, success & failures from others.
3. Be strategic.

14. Thank You
 Full survey results available to MFEA members.
Michael Ellison
President
ellisonm@corporateinsight.com
(212)832-2002 x106
http://www.linkedin.com/in/michaelellison
@mikeellison
@cinsight