Tag Archives: financial services

Building a Social Media Strategy for Financial Services

The new year is always a chance to wipe your slate clean and start fresh. Championing new ideas that will take you a bit out of your comfort zone seems much easier at the beginning of the year, when you are at your most optimistic and energized for what’s to come.

How to Win Social Media Like Navy Federal Credit Union

Credit unions have a unique position when it comes to social media. Unlike banks, which are opened to everyone, credit unions have a specific customer base. Members have to be affiliated with certain groups, such as an employer, community, or school. With the smaller, more targeted pool of members and potential members, social media can […]

IIROC Guidance On Social Media Communications

What a difference a decade makes when finance meets technology. Notice MR0281, originally issued by the Investment Industry Regulatory Organization of Canada (IIROC) in 2004, provided guidance for securities dealers on the nature of communications materials, including advertising and correspondence with clients. But that’s not all – IIROC Rule 29.7 (supplemented by IIROC Notice 11-0349) […]

FFIEC FAQ: What Social Media Guidance Means for Financial Services

By now it’s no secret that financial services companies need to adhere to FFIEC guidance regarding social media use. GREMLN customers are not only looking for social media compliance tools, but also guidance on how the tools specifically address their compliance needs. Here we’ve broken down the FFIEC rules into frequently asked questions, and shed some […]

The Loan Officer’s Guide to Social Media Strategy, Part 3: Tips for Twitter

In the first two installments of this series, we guided you through using LinkedIn and Facebook to grow and nurture your network as a loan originator (LO). Next we’ll talk about Twitter, and how you might tweet your way to closed deals in 140 characters or less.

7 Ways Financial Advisors Can Gain Leads Through Twitter

In our first two articles in this series, we discussed how financial advisors can leverage LinkedIn and Facebook for lead generation. Now it’s time to talk Twitter. Twitter is a fantastic resource for prospecting. A study by Putnam Investments reports that 66% of financial advisors saw an uptick in new business using social media in […]

5 Ways Financial Advisors Can Gain Leads Through Facebook

The next in our 3-part series focuses on Facebook. The social behemoth lends itself to the personal and the professional, making for plenty of opportunities to connect with your network and develop new leads. Financial advisors offer a unique service that lends itself quite nicely to social media. While there are plenty of regulations to […]

Engage & Convert: How Financial Services Can Build Relationships on Social Media

We’ve all heard the terms B2B and B2C – but when it comes to social media, isn’t it all about P2P? In other words, people communicating with other people. Of course, as a business, the end goal is sales, but you can’t lose sight of thought leadership and consumer needs to get there. In fact, […]

INFOGRAPHIC: How Consumers Use Social Media for Financial Services

Financial regulatory bodies continue to encourage member institutions to build an active presence on social media, if only to monitor brand mentions and respond to customer questions, complaints, or compliments. But getting active on social media can do so much more for your bank than just keep you compliant!

Marketing to the Generations: How to Connect with Millennials

Millennials are an increasingly sought-after group when it comes to financial services. According to a report by Nielson, the Millennial generation, or Generation Y as they’re also known, consists of 77 million individuals born between 1977 and 1995 – that’s close to 24% of the population. And while they may not have the affluence of […]