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

Posted by Mikki Ware on February 25, 2015

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.

Read More

Topics: financial services, gremln, social media, social media compliance, Social Media for Mortgage Banks, social media marketing, strategy, tips, twitter, twitter business tools, twitter marketing

7 Ways Financial Advisors Can Gain Leads Through Twitter

Posted by Emily Lange Rodecker on December 31, 2014

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 2014 – a 17% increase from last year. The study also showed that Twitter use is on the rise, with 26% of financial advisors using Twitter for business.

Read More

Topics: Business, facebook, FFIEC, financial services, gremlin, linkedin, social media, Social Media, social media for business, Social Media for Financial Advisors, social media marketing, Social Media Marketing, twitter, twitter business

Update: What’s New In Social Media

Posted by Mikki Ware on November 7, 2014

Social media moves at the speed of – oops, something new just came out. If you’re having trouble keeping up, here is a list of the most recent updates, apps, and features on your favorite social networks.

Read More

Topics: facebook, linkedin, social media, Social Media News, twitter, vine

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

Posted by Mikki Ware on October 23, 2014

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, studies show that 71% of consumers who experience a quick and effective brand response on social media are likely to recommend that brand to others, compared to just 19% of customers who do not receive a response. The net net – social media isn't just about broadcasting your brands message, but responding and relating to people online.

Read More

Topics: compliance, Compliance, facebook, financial services, gremlin, linkedin, social media, Social Media, social media compliance, Social Media Education, twitter, Uncategorized

Marketing to the Generations: How to Connect With Gen X

Posted by Mikki Ware on August 15, 2014

Ask yourself: who is your audience? All financial institutions are not created equally, so it is important to have a grasp on to whom you are selling your services. Previously, we discussed how to reach out to millennials, those born between the years of 1980-1999. Now it’s time to talk about their predecessors, the group born between 1960-1979 who Douglas Coupland famously coined as Generation X.

Generation X presents an interesting challenge for marketers because there is no slam dunk way of appealing to them. They are tech savvy, but not as likely as millennials to look for their banking solutions online. They have a bit of money, but quite a bit more debt than Boomers; not that Gen X are frivolous spenders. The debt is a result of their position as the most educated generation, and consequently, the generation who owes the most in student loans. Let’s take a look at what else you can expect from Gen X, and how to close the deal with them.

Read More

Topics: facebook, Gen X, linkedin, Marketing, social media, Social Media, social media marketing, Social Media Marketing, strategy, twitter, twitter marketing

Marketing to the Generations: How to Connect with Millennials

Posted by Emily Lange Rodecker on August 8, 2014

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 the Baby Boomers just yet, their burgeoning careers and bank accounts make millennials a prime audience for the financial services sector. In the first of this series on connecting with different generations, we will talk about what makes Millennials tick.

Read More

Topics: financial services, Marketing, Millenials, social media, Social Media, social media for banking, Social Media for Banking, twitter

Your Bank is Social, Now What? 11 Ways to Protect Your Online Rep

Posted by Mikki Ware on July 14, 2014

Have you Googled yourself lately? What comes up on search engine results pages (SERP’s) can make or break your online reputation.  Harvard University research on Yelp shows that a 1-star difference in reviews on Yelp may result in 5% to 9% in business gained or lost. Review sites aren’t the only place customers can let you know their opinion. A  study by Brandwatch found that customers of financial brands are more likely to use social media and online forums to air grievances . There is also the issue of poor reputation for the financial services industry overall. The 2014 Edelman Trust Barometer found banking and financial services to be the least trusted industries globally. Add to that the challenges of balancing personality and regulatory responsibility, and having an online presence might make you ask – why bother? Use these tips to change public perception and control the conversation about your financial brand.

Read More

Topics: facebook, google+, gremlin, linkedin, reputation management, Reputation Management, Social Media, social media for banking, Social Media for Banking, twitter

How to Drive Engagement: 10 Twitter Tips for Financial Services

Posted by Mikki Ware on June 5, 2014

In the first installment of this series, How to Create Engagement - Facebook for Financial Services, we discussed 6 ways to leverage Facebook to build relationships with your customers. Next we’ll tackle Twitter and unveil 10 tips to tweet safely and compliantly in 140 characters or less. That’s right – while Facebook lets users to be as verbose as time and attention spans allow, tweets must get the job done in 140 characters. In fact, best practice is to leave 20 or 30 characters of space for followers to retweet and add comments. Therefore, a tweet is reduced to a brief 110-120 characters, including links.

Read More

Topics: FINRA, gremlin, social media, Social Media, social media compliance, social media for banking, Social Media for Banking, twitter, twitter business, twitter business tools, twitter marketing

Gremln Get Started Guide For Banks: 3 Key Steps For Social Media Strategy

Posted by Emily Lange Rodecker on May 28, 2014


So you have decided your bank needs a social media presence – great – now what? Before creating your social media accounts, the Gremln Get Started Guide outlines 3 key steps for a successful social media strategy:

1)     Determine Your Purpose & Voice – Decide how you plan to use social media to further your organization. Is it for brand awareness? Building relationships within your community, customer service, or all of the above? The goals you set for your brand on social media will determine the direction of your strategy. Additionally, you will need to define the “voice” of your social media to ensure your messages have the same tone across the board. Are you casual and fun, friendly, or more professional? Know your audience and choose the voice most representative of your brand.

Read More

Topics: compliance, Compliance, facebook, FFIEC, gremlin, linkedin, social media, Social Media, Social Media Education, social media for banking, Social Media for Banking, strategy, twitter, twitter business, twitter marketing

Social Media & Banking: Gremln Get Started Guide – Part 3

Posted by Emily Lange Rodecker on October 29, 2013

Setting Up Your Twitter Profile

Twitter – 140 characters of sheer bliss! Don’t feel that way? Don’t stress. We’ve got the basics covered here for you – from setting up your profile to plotting your online presence – guiding you step-by-step through the process.

Twitter is a micro-blogging site that started in 2006 as a San Francisco-based company’s internal communication tool. It quickly evolved into one of the most communicative social networks available. Friendships, customer relationships, and even marriage proposals have blossomed within its short-and-to-the-point confines.

Read More

Topics: 101, Business, business, Marketing, social media, Social Media Education, social media for banking, Social Media for Banking, social media for business, social media marketing, strategy, twitter, twitter business, twitter marketing

Subscribe to the Gremlin Social Blog

Recent Posts