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Tag: financial marketing

Webinar: Using Facebook Promoted Posts to Boost Your Financial Marketing Efforts

ThriventFBWebinar
Ever wonder what leading financial services organizations are doing to increase their social business ROI?
We’re excited to share a replay of our webinar How to Boost Your Financial Marketing Efforts Using Facebook Promoted Posts, featuring Facebook’s US Industry Lead, Brad Auerbach, and Thrivent Financial’s marketing experts, Kyle Marie Woods and Quinn Gorski.
In this one-hour webinar, you’ll hear how Thrivent has successfully enabled their field representations to drive social business success as they share:

  • How to use Facebook Promoted Posts to increase engagement and amplify reach
  • Thrivent Financial’s Social Marketing Programs and how they use Facebook Promoted Posts
  • What types of content to promote to engage Facebook audience
  • How to measure effectiveness of promoted posts

Listen to the replay at your convenience and learn how you can successfully use Promoted Posts to build your local brand, amplify your reach, and increase engagement with customers and prospects on social media.
To learn more about how Thrivent finds success on social media, please read this analyst case study entitled How to achieve social media ROI in financial services.

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Congratulations to the newest class of Gramercy Institute's 20 Rising Stars!

Gramercy Institute 20 Rising StarsThe Gramercy Institute, a network of senior marketers from the world’s leading financial institutions, this week celebrated 20 up-and-coming leaders in the financial services marketing industry.
The people listed below run the gamut: some are responsible for traditional activities like brand strategy and advertising while others are driving rapidly evolving projects like digital marketing and social media content strategy.

  • Jared Barchus, Marketing & Brand Strategy, Morgan Stanley
  • Kimberly Bindra, Director, Duff & Phelps
  • Wendy Buzzeo, Director, Digital Marketing, MetLife
  • Tricia Conboy, Director of Advertising, Sun Life Financial
  • Katie Cowley, Marketing & Communications Manager, Aberdeen Asset Management
  • Kathleen Gambarelli, Digital Media Manager, Ptarmigan Media
  • Claire Good, Associate Director, Sullivan
  • Rohini Gupta, AVP, Global Advertising, Natixis Global Asset Management
  • Michael Herrera, SVP, Digital Marketing, Citi
  • Tom Hughes, Vice President, Marketing, Allianz Global Investors
  • Stephanie Lynch, Associate, Goldman Sachs
  • Wendy Marcone, SVP, Global Banking & Markets Marketing, Bank of America Merrill Lynch
  • Shantini Munthree, Head of Brand Management, Vanguard
  • Janelle Nowak, Social Media Content & Channel Strategy Manager, Capital One
  • David Partain, VP-Digital Strategist, Northern Trust
  • Justin Pesola, SVP, Digital Media, Citi
  • Hunter Ricks, Digital Marketing Strategist, Lincoln Financial Group
  • Geoffrey Sanders, SVP, Digital Marketing, Citi
  • Shayaan Seraj, Digital Media Supervisor (TD Bank Group), Starcom Mediavest
  • Chad K. Smith, Head of Global Content Syndication, BlackRock
  • Ashley Sobel, Associate Director, The Media Kitchen
  • Nicole Stonehouse, Vice President, State Street Global Advisors
  • Leah Weis, Marketing Manager, Digital, E*TRADE Financial

They’re each crucial not only to their respective organizations, but also to driving new success and innovation in the financial services industry. Congratulations to all of you who made the list!
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Congratulations to JFAM's "20 Rising Stars in Financial Marketing"


Over the past year, the financial services industry has made big strides in how it approaches sales and marketing, reinventing itself in an increasingly social, mobile, and digital world.
That’s why we’re proud to see The Gramercy Institute and JFAM (The Journal of Financial Advertising & Marketing), which specialize in financial services marketing, honoring 20 Rising Stars in Financial Marketing, including some of our customers. From social media directors to CMOs to brand marketers and more, every marketing role has been tasked with adapting to transformations in the digital world.
Thank you to JFAM and the Gramercy Institute for acknowledging the achievements of the best marketers across some of the top insurance and financial services companies in the world. We hope these financial marketing “Rising Stars” will set an example for their peers across the industry.
The Gramercy Institute’s 20 Rising Stars:

  • Seema Alexander, Dir., Transformative Marketing, Retirement, Prudential Financial
  • Berta Aldrich, Head of Channel Marketing Strategy, Vanguard
  • Stefanie Boyk, Acquisition Marketing Manager, Vanguard
  • Abby Cohn, Vice President, Marketing and Advertising, CIT
  • Sueanne Comerford, Social Media Director, MetLife
  • Marty Dauer, Chief Marketing Officer, Duff & Phelps
  • John Davis, Exec. Dir., Corporate Svcs. & Retirement Solutions Marketing & Insights, UBS
  • Meredith Feiner, Associate, Social, Brand Marketing Group, Goldman Sachs
  • Linda Gharib, SVP, Digital Marketing, Head of Cross-Channel Initiatives, Citigroup
  • Kristine Giarrusso, Senior Marketing Manager, Columbia Management
  • Lisa Grossman, Head, Global Investments Mktg & Sales Support, Bank of America Merrill Lynch
  • Ryan Hatfield, VP, Digital Marketing Manager, Chase
  • Michael Kazanjian, Head of Annuity and RPS Marketing, Lincoln Financial
  • Erin Meijer, Social Media Manager, Allianz Global Investors
  • Marc Quintavalle, Social Media Marketing Associate, Putnam Investments
  • Mark Rose, VP Mobile Strategy, Morgan Stanley
  • Kirti Srikant, AVP, Dir. of Brand Marketing & Advertising, OppenheimerFunds
  • Francie Staub, Director of Digital Advertising and eMarketing, TD Ameritrade
  • Michelle Smyth, Director, Social Media, Sun Life Financial
  • Philip Swisher, SVP & Head of Innovation, Brown Brothers Harriman
  • Derek Vest, SVP, Financial Advisor Marketing, Wells Fargo Advisors
  • Lauren Walsh, Group Director, Strategy, Sullivan
  • Kathleen Wrynn, Content Strategist, Deutsche Asset & Wealth Management

At LIMRA #LLSMC: The opportunity for financial advisors on social media is now

Hearsay Social CEO Clara Shih and Jim Kerley, president of LIMRA Services, at LLSMC. Photo courtesy of Corina Roy (@CorinaRoy)

LIMRA kicked off its annual Social Media Conference for Financial Services in Boston yesterday, and, as LIMRA’s Elite Strategic Partner for social media, Hearsay Social was there in full force to share insights and stories with customers and partners.
Today and tomorrow, we’ll be leading two sessions at the event:
Today at 4:30 PM in the Duxbury Room, Gary Liu and Meagan Herfkens will be discussing “The Path from Social Media Compliance to ROI.” Join us to learn all about how you go from preventing risks to reaping the rewards of social selling.
Tomorrow at 9:45 AM, our CEO Clara Shih will present a keynote session on “Four Timeless Business Lessons Revived in the Social Media Era.” Come learn how the value of advisor relationships hasn’t changed, but how the way they connect with customers has changed.
The very first session of the conference, led by John Ploumitsakos (Director of Online Sales, Twitter, @johnp) and Dipayan Gupta (Director of Social Media Marketing, New York Life Insurance Company, @Piron), largely focused on the opportunities for financial services marketers on Twitter, which now boasts over 200 million monthly active users. People are generating so much content on the microblogging social network that Twitter says it processes one billion tweets every 2.5 days. That’s incredible!
So how can financial marketers and advisors take advantage of that?
“Plan for everyday moments” was John’s primary advice. While it’s great to participate in big events like the Olympics and the Super Bowl, you can also make an impact just by engaging with your audience on everyday topics, like exercise and sleep. Every interaction pays off, especially when you respond directly to your customers. A recent Nielsen study confirmed a 30% lift in brand favorability when brands engaged with tweets. Not only that, but purchase volume also grew by more than 50%.
Dipayan added to John’s comments by highlighting New York Life’s slogan, “Keep Good Going,” which calls attention to positive, real life moments. These everyday moments often spark conversations with your target audience–use that as an opportunity to provide tips, tools, and further reading around whatever interests them. By building your credibility, you strengthen your social media presence and ultimately increase your potential to drive successful social sales.
To learn more, drop by the Hearsay Social booth and say hello! We always love meeting new faces.


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