By Emilie Totten

It’s good policy for social media marketers to have a relationship with every level of their organization, but it’s even more imperative for in the financial services industry.

In any regulated industry, marketing teams should focus on working closely with compliance and legal departments to make sure outgoing communications stay within the rules. Social media provides an excellent way for asset managers to advertise and build trust with customers, but it also creates fertile ground for marketing blunders and compliance errors.Read More

By Emilie Totten

As more financial services firms are going social, many companies are starting to gain more customers through social media channels. If your organization is still reluctant to engage on social platforms, there is some good evidence that you should start.

Overall, financial services firms are investing more in digital marketing. Research by Martini Media cited by The Financial Brand found that marketers expect to increase investments in social media and other digital approaches after noting diminishing returns on more traditional marketing approaches. Customers, even business-to-business buyers and investors, are increasingly using social media to research investment decisions. This means that financial services firms are starting to utilize digital channels to connect with these newly empowered digital consumers.Read More

By Emilie Totten

Asset management firms are discovering that millennials take a different approach to investing than previous generations. This comes as no surprise – each generation has unique characteristics that affect their investment strategies. However, this particular group, composed of those born roughly after 1980, came of age in a specific set of circumstances that may require a certain amount of ingenuity to reach. Millennials are accustomed to consistent access to information. On top of that, they want to play it safe with their hard-earned funds.Read More

By Emilie Totten

Rich media is one of the buzzwords of the moment, but what exactly does it mean? Entrepreneur Magazine defines rich media as engaging and interactive content that provides a deeper user experience. According to Kapost, rich media is content that goes beyond the simple blog into more exciting regions like apps, videos, games, infographics and more. As financial services marketers delve more deeply into content marketing, they may start to find that incorporating rich media could be extremely beneficial. Finding a more engaging way to portray data is a great way to build relationships with investors.Read More