Advanced Search

Save Or Share This Report

For eBusiness & Channel Strategy Professionals

Investment Firms Can't Ignore Social Technologies

November 30, 2009

Primary author headshot

Authors

Why Read This Report

No major US investment firm has used social technologies like discussion boards to build an open investor community. But social media adoption is galloping forward, especially among online traders and young investors. In fact, the client base at most major investment firms is more engaged with social media than US online adults on average. Investment firms that ignore this groundswell risk losing investor attention — and, over time, assets — to firms that do figure out how to incorporate social media into their prospect and client strategies. To get moving, we recommend that firms start small to gain confidence and establish sensible corporate policies even in the absence of guidance from regulators.

Get Access

Already a Client?

Log in to read this document.

Become a Forrester Client

Customers are the new market-makers, reshaping industries and changing how businesses compete and win. Success depends on how well and how fast you respond. Forrester Research gives you insights and frameworks aligned to your role to shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer. Contact us to learn more.

Purchase Report

This report is available for individual purchase ($499 USD).

Purchase

Also in Collection: Social Computing In Financial Services

Table of Contents

  • Major Investment Firms Move Tentatively Into Social Applications
  • Investment Firms Can't Afford To Continue To Neglect Social Media
  • RECOMMENDATIONS

  • It's Time To Get Moving On Social Media
  • Supplemental Material
  • Related Research Documents

Recommended Research