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Moving to an
Finance Marketing Strategy
Ira	
  Amilhussin	
  
Sr.	
  Marke2ng	
  Manager 	
  	
  
LinkedIn	
  
WHAT DOES ALWAYS-ON MEAN?
Education Consistency Relevance
Financial companies have a solid advantage, because they are in
the business of helping people manage their money.
“Education that
inspires.”
“Quality content
generated on a
consistent basis.”
“It’s about giving
first and attracting
customers, rather than
chasing them.”
3
WHAT STOPS FINANCIAL MARKETERS?
•  It’s not free
•  Top management foot-dragging
•  Siloed organizations
•  Legal and compliance concerns
•  The measurement conundrum
4
“The risk of not doing something interesting
is bigger than not doing anything at all.”
— Paul Butcher,
Head of Digital Communications, Citi
4 KEY STEPS TO MOVING
TO AN ALWAYS-ON STRATEGY
1.  Convince stakeholders
2.  Source great content
3.  Balance editorial calendar with
with real-time market commentary
4.  Engineer your success
6
Shane	
  Snow	
  
Co-­‐founder	
  and	
  Chief	
  Crea2ve	
  Officer	
  
Contently	
  
Jenny	
  Cronin	
  
Social	
  Media	
  Strategist	
  
Formerly	
  of	
  Personal	
  Capital	
  
Jill	
  Sherman	
  
SVP,	
  Social	
  and	
  Content	
  Strategy	
  
DigitasLBi	
  
Lorin	
  Suslow	
  
Social	
  Media	
  Marke2ng	
  Strategist	
  
BlackRock	
  
#1: CONVINCE
STAKEHOLDERS
“The tipping point
is when senior
management
starts to get
online and
engage
personally.”
— “Moving to Always-On
from an Event-Based
Strategy” eBook
Demonstrate how it contributes
to the business objectives they
care about, by showing evidence
that it works.
Connect Key Business Objectives
Web Traffic Brand Engagement Sales
8
#2: SOURCE GREAT CONTENT
•  Use ”big-rock” content or events to produce smaller,
ongoing content pieces
•  Repurpose high-performance content
•  Partner with brand journalists and publishers
•  Enlist your audience
•  Reach out to industry influencers
9
#3: BALANCE EDITORIAL CALENDAR
WITH REAL-TIME MARKET INSIGHTS
•  Create anticipatory content by identifying potential new
events that might spark interest ahead of time
•  Develop a respectful, collaborative partnership with legal
and marketing
•  Make sure you have the right tools and processes in place
10
#4: ENGINEER YOUR SUCCESS
•  Get serious about targeting:
Be clear about who you’re
trying to reach and what kind
of engagement you’d like to
see from them
•  Create objectives by stages
in the customer’s journey:
Divide your buyer’s journey
into stages and create
objectives for each stage-
reach, nurture, acquisition.
Reach content objectives:
brand awareness and
user engagement metrics
Nurture content
objectives: sharing of
contact information,
unsolicited return visits,
event attendance, quality
generated leads
Acquire content
objectives: purchase
or renewal, customer
evangelists,
empowerment of
brand advocates
11
Shane	
  Snow	
  
Co-­‐founder	
  and	
  Chief	
  Crea2ve	
  Officer	
  
Contently	
  
Jenny	
  Cronin	
  
Social	
  Media	
  Strategist	
  
Formerly	
  of	
  Personal	
  Capital	
  
Jill	
  Sherman	
  
SVP,	
  Social	
  and	
  Content	
  Strategy	
  
DigitasLBi	
  
Lorin	
  Suslow	
  
Social	
  Media	
  Marke2ng	
  Strategist	
  
BlackRock	
  
Ques2ons?	
  
Thank You!
Visit marketing.linkedin.com

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Webinar: Moving to an Always-on Finance Marketing Strategy

  • 1. Moving to an Finance Marketing Strategy
  • 2. Ira  Amilhussin   Sr.  Marke2ng  Manager     LinkedIn  
  • 3. WHAT DOES ALWAYS-ON MEAN? Education Consistency Relevance Financial companies have a solid advantage, because they are in the business of helping people manage their money. “Education that inspires.” “Quality content generated on a consistent basis.” “It’s about giving first and attracting customers, rather than chasing them.” 3
  • 4. WHAT STOPS FINANCIAL MARKETERS? •  It’s not free •  Top management foot-dragging •  Siloed organizations •  Legal and compliance concerns •  The measurement conundrum 4
  • 5. “The risk of not doing something interesting is bigger than not doing anything at all.” — Paul Butcher, Head of Digital Communications, Citi
  • 6. 4 KEY STEPS TO MOVING TO AN ALWAYS-ON STRATEGY 1.  Convince stakeholders 2.  Source great content 3.  Balance editorial calendar with with real-time market commentary 4.  Engineer your success 6
  • 7. Shane  Snow   Co-­‐founder  and  Chief  Crea2ve  Officer   Contently   Jenny  Cronin   Social  Media  Strategist   Formerly  of  Personal  Capital   Jill  Sherman   SVP,  Social  and  Content  Strategy   DigitasLBi   Lorin  Suslow   Social  Media  Marke2ng  Strategist   BlackRock  
  • 8. #1: CONVINCE STAKEHOLDERS “The tipping point is when senior management starts to get online and engage personally.” — “Moving to Always-On from an Event-Based Strategy” eBook Demonstrate how it contributes to the business objectives they care about, by showing evidence that it works. Connect Key Business Objectives Web Traffic Brand Engagement Sales 8
  • 9. #2: SOURCE GREAT CONTENT •  Use ”big-rock” content or events to produce smaller, ongoing content pieces •  Repurpose high-performance content •  Partner with brand journalists and publishers •  Enlist your audience •  Reach out to industry influencers 9
  • 10. #3: BALANCE EDITORIAL CALENDAR WITH REAL-TIME MARKET INSIGHTS •  Create anticipatory content by identifying potential new events that might spark interest ahead of time •  Develop a respectful, collaborative partnership with legal and marketing •  Make sure you have the right tools and processes in place 10
  • 11. #4: ENGINEER YOUR SUCCESS •  Get serious about targeting: Be clear about who you’re trying to reach and what kind of engagement you’d like to see from them •  Create objectives by stages in the customer’s journey: Divide your buyer’s journey into stages and create objectives for each stage- reach, nurture, acquisition. Reach content objectives: brand awareness and user engagement metrics Nurture content objectives: sharing of contact information, unsolicited return visits, event attendance, quality generated leads Acquire content objectives: purchase or renewal, customer evangelists, empowerment of brand advocates 11
  • 12. Shane  Snow   Co-­‐founder  and  Chief  Crea2ve  Officer   Contently   Jenny  Cronin   Social  Media  Strategist   Formerly  of  Personal  Capital   Jill  Sherman   SVP,  Social  and  Content  Strategy   DigitasLBi   Lorin  Suslow   Social  Media  Marke2ng  Strategist   BlackRock   Ques2ons?