For Marketing Leadership Professionals

Social Media Marketing For Financial Services – A Social Computing--DO NOT USE Report

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

    Why Read This Report

    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.
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    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

    TOOLS & TEMPLATES

    • Models & Calculators:

      Italian, Dutch, And Swedish Banks Have The Best Opportunity For Social Media Marketing

    • Models & Calculators:

      The Age Skew Of Financial Products Shows In Their Consumers' Adoption Of Social Media

    • Models & Calculators:

      Internet Banks' Customers Are By Far The Strongest Adopters Of Social Media

    • Models & Calculators:

      PNC Bank Customers Are The Most Engaged With Several Key Social Behaviors

    • Models & Calculators:

      Nearly 80% Of Financial Services Firms Use Social Media

    • Models & Calculators:

      Financial Services Firms Rarely Use Social Media To Promote Their Products

    • Models & Calculators:

      Most Financial Firms Allow User Posts On Their Facebook Pages, But Few Respond