Getting Social!
Getting Results!
Credit Union Services and
Products Forum
2012
w w w. r t e f s . c o m

Agenda
• What is Social Media?
• What are you doing on Social Media?
• Do you know how well it is performing?
• What to do next.

Twitter

Facebook

Blogging

Internet (in general)

LinkedIn

Social Media Expectations
• A more personalized message
• A conversation, not a “push marketing
campaign”

Creating Your Strategy
• Different but complimentary to Marketing
Strategy
• Place members in groups and subgroups
• Twitter for “posts”
• Facebook for conversations
• Respond to what is out there

What is being said about you on Social
Media and why you should care!
• Examples

How to find out?
• Listen – What is being said about you?
• Talk – Provide content that is unique, timely,
valuable and targeted to the community.
About you, your products and services, your
community.
• Engage – Offer value to promote discussion,
feedback and purchase/investment.

Listening
• Listen for at least three months before
engaging members
• Listen to what is being said about competitors
– gain market research
• Listen for positives and negatives
• Listen to place members in the proper groups

Listen
• Brand Monitoring
– Monitor Facebook
– Monitor Twitter
– Uncover comments, fan pages and tweets that
mention:
• Your brand
• Your industry
• Your financial institution

Listen
• All visitor comments brought into one location
from:
– Facebook
– Twitter
– LinkedIn
– Blog
– etc

Listen
• Listen and Report
• Measure Social Media Marketing Effectiveness
• Dashboard report

Dashboard Report

Is this Real Estate?
• Real estate is all about:
– Location
– Location
– Location
• Social media is all about:
– When to post!
– When to post!
– When to post!

When to Talk and Engage?

When to Post

When to Post

When to Post?

When to Post

What to say?
• Be Passionate
• Kis(s) – Keep it simple
• Focused Provider Content
• Be Bold – Not Risky

Talk
• Social Discussion Control
– Create your own discussions
– Monitor other discussions
– Control and direct your own discussions
– Use discussions to:
• Develop FAQ’s
• Acknowledge great ideas
• Address problems in one place

Talk
• One source for publishing
• Post to:
– Facebook
– Twitter
– LinkedIn
– Wordpress
– more

Engagement
• Respond to posts
• Anticipate other’s views
• What has a focus gets done
• Link campaigns

Engage
• Create your own “community”
• Respond to social media comments from one
location
• Schedule responses for publication at a later
time

Engage
• Lead Generation – social lead generation
• Customer Service
• Market Research
• Increase Web Traffic

Benefits for the Credit Union
• Social media activity in one tool
• Learn about what is being said and respond
timely and with solid information
• Generate leads
• Involve the credit union in the community
• Reach younger members

Questions and Answers
Gary Hess
Gary.hess@rtefs.com
320-281-9765