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Social Media and Financial Services: The Time is Now November 5, 2008
Agenda ,[object Object],[object Object],[object Object],[object Object]
Quiz Time!
What is Social Media?
What is Social Media?
Survey Says… Do you know if your company has any initiatives planned regarding social media?
Survey Says… Do you think that this is an area your firm  should  be considering?
Survey Says… Do you see social media as an important component to your marketing strategy?
Survey Says… What areas of social media is your firm/department considering?
Why bother? We have a large initiative to grow our Gen Y demographics. We must change our strategies as the habits of future customers evolve. It is the next big thing in financial services. It will only become more prevalent, especially as the younger crowd begins to mature and start working with the financial services industry. Because all the kids are doing it!
Adoption of Social Media by Age Group Source: Forrester Research
State of the Industry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Use of Social Media
Brokerage
Banking/Cards
Annuities X
Mutual Funds
Third Party Sites
Case Studies
AXA MyRetirementShop.com
AXA MyRetirementShop Blog
AXA ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thrasher Funds
Thrasher Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Zecco
Zecco Community Tools Member Profiles Member Search Groups
Zecco Community Tools Performance Scanner
Zecco Community Tools Forums Blogs
Zecco on YouTube
Zecco: All atwitter
Zecco ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What’s a financial firm to do?
High Level Recommendations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Final Thoughts ,[object Object],[object Object],[object Object],[object Object],[object Object]
Thank you. Michael Ellison Executive Vice President [email_address] (212) 832-2002 ext. 106 www.linkedin.com/in/michaelellison www.corporateinsight.com www.cinsightblog.com

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Social Media And Financial Services