4 tips for financial services firms using LinkedIn

By Emilie Totten

LinkedIn is still probably the top social network for financial services firms. In general, social media provides a unique opportunity to educate customers and engage with them. It’s also a good way to learn about investor behavior. While your company probably has a page set up, are you making the most of what the platform has to offer? Here are some tips for connecting with customers on LinkedIn:

Aim for informational and consumable content
LinkedIn is a fantastic platform for thought leadership, so it’s unwise to use it for self-promotion. The idea is to build your brand as a company that’s in the know, not advertise, Corporate Insight suggests. Instead, the materials you post should generate conversation and engagement. Posts in the popular “listicle” format can provide engaging content in a way that’s also easy and quick to consume. Your customers are busy people. Providing information that is easily digestible is valuable to them. Also consider visualizations, such as infographics and graphs.Read More

New Software Release – Synthesis Publisher v4.7

May – 2014

Synthesis has just released v4.7 of Synthesis Publisher™. This latest update comes with enhancements to the User Interface, Performance, Renderer Technology, Data Loading and Platform Security.

Here are more changes you can expect from the updated Synthesis Publisher:

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5 Considerations When Rebranding Documents

Having an organized approach to rebranding your fund documents can help your firm avoid production bottlenecks and other setbacks. Significantly improve the speed and outcome of a rebranding project with a thorough strategy and experienced content management system partner.

Before beginning a rebranding initiative, decision-makers should carefully consider the following five elements: design, timeline, images, testing, and support.Read More

3 Ways Big Data Applies to Finserv Marketing

“Big Data” is a term you hear all the time these days. It may sound like something everybody needs, but what does it mean for finserv marketers? By Gartner’s definition, big data is “high volume, high velocity, and/or high variety information assets that require new forms of processing to enable enhanced decision making, insight discovery, and process optimization.”

Or, in layman’s terms, it’s large amounts of complex information that’s extremely valuable, but difficult to analyze and use.

As a software engineer for over 15 years, I’ve spent a great deal of my career specializing in handling complicated data related to automating and streamlining marketing and client communications efforts for financial services firms. When we talk about “big data” in the context of financial services, here’s what I see as being particularly pertinent to finserv marketers:Read More