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For Interactive Marketing Professionals

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September 7, 2010

Social Media Marketing For Financial Services

How To Navigate The Regulatory Minefield And Build Effective Social Media Programs

by Nate Elliott

with Emily Riley, Benjamin Ensor, Jennifer Wise

Average:
10 
(3 ratings)

This is an excerpt

Executive Summary

Financial services firms are beginning to adopt social technologies: In fact, we found that 79% of companies in the industry have some social media presence. But, held back by regulatory concerns and a lack of experience, few are using social media very well. Financial services marketers must adapt to take advantage of new, relatively liberal regulatory guidance — and they must actively engage their audiences in conversations about personal finance and investing to increase customer involvement and loyalty.

TABLE OF CONTENTS

  • Financial Services Customers Are Using Social Tools
  • Most Financial Services Firms Have Explored Social Media
  • Compliance Concerns Have Crippled Most Firms' Social Efforts
  • The Best Social Media Marketing Efforts Actively Engage Users

RECOMMENDATIONS

  • Break Through Compliance Concerns And Talk With Your Customers

HOW FORRESTER CAN HELP

  • Use Forrester's Expertise To Develop Successful Social Media Strategies
  • Supplemental Material
  • Related Research Documents

This is an excerpt

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