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#CMWorld Investing in Your Clients and Firm Yield High Returns through Content Development, Engagement, Enablement, and Analytics Marilyn Cox Marketing Principal – Industry Center of Excellence

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Whether you’re an independent advisor developing a personal brand, or a large firm redefining its image content marketing allows you to take control of that message.

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Page 1: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Investing in Your Clients and FirmYield High Returns through Content Development, Engagement, Enablement, and Analytics

Marilyn CoxMarketing Principal – Industry Center of

Excellence

Page 2: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Marilyn Cox

@MarilynECox

[email protected]

If I couldn’t be a Modern Marketer, I would be a professional wrestler with the WWE

Page 3: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #1

Your industry is changing. Evolve or implode.

If you don’t decide, the market will decide for you. #CMWorld

Page 4: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaways #2: A customer is a consumer or advocate of your content and services like a client, an advisor, a broker, an agent or even a thought leader #CMWorld

Page 5: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #3

Don't just identify a problem, provide a solution that is engaging, entertaining, and is communicated by your customer. #CMWorld

Page 6: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #4

Define a trend, like the shift in traditional sales to social sales, and use that as to develop an industry relevant content piece #CMWorld

Page 7: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #5

Leverage social media to extend the reach of your traditional communications.

Move beyond content delivery and engage in conversation. #CMWorld

Page 8: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #6: Don't just push content for consumption, ask for community input. Be relatable and relational. Show the human side of your organization. #CMWorld

Page 9: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #7

Invest in consumer collaboration and make a commitment to your social community through an emphasis on your social publishing #CMWorld

Page 10: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #8

Be socially relevant, and FINRA compliant, while also providing context to your content. #CMWorld

Page 11: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #9

Leverage videos, experiments, expert articles and interactive pieces to service your customers and understand what matters to them. #CMWorld

Page 12: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #10: Provide sales with more than just a list of names. Deliver insight around the Digital Body Language, motivations, and behaviors of contacts. #CMWorld

Page 13: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #11

Analyze event engagement to reduce unnecessary events, increase attendance to premiere events, and reduce spend. #CMWorld

Page 14: Content Marketing for Financial Services; Yield High Returns through Content Development, Engagement, Enablement, and AnalyticsCmw fin servlabpresentation_mc

#CMWorld

Oracle Confidential – Internal/Restricted/Highly Restricted

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Tweetable Takeaway #12: Develop strong content, unify channels, focus on data forensics to grow revenue,recruit & retain talent and make smarter decisions #CMWorld