Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
In previous posts, we discussed how has digital engagement in the wealth management and insurance industry has changed during this pandemic. In this blog, we highlight 3 statistics that show why and how realtors have both increased adoption of digital channels and use of social media to engage with clients during this time. 1. […]
In a previous post, we showed how customer engagement in the wealth management industry has changed during this pandemic. In this blog, we highlight 5 statistics that show why and how insurance agents have both increased adoption of digital tools and use of social media to engage and win clients during this time. 1. […]
Last year, we have seen an increase in the use of digital tools by financial advisors to engage clients and prospects. Last week, Barron’s published its list of Top 100 Independent Advisors for 2021 – an elite group of advisors selected based on volume and quality of their practices. This year, we continue see an […]
Covid-19 has changed how we work and how we communicate with our friends, colleagues and clients. How has customer engagement in the wealth management industry changed during this pandemic? This blog highlights 5 statistics to show why and how wealth managers have increased digital adoption and accelerated use of social media to engage with clients […]
As a financial advisor, insurance agent, tax consultant or realtor, it is important to know your target customer segments and know where to find them. The number of financial professionals prospecting on Linkedin, Facebook and Twitter has been increasing over the years. One reason for this is the growth of overall user numbers on these […]
This year, the millenial population in the U.S. surpassed 75M, exceeding that of baby boomers. A digital savvy generation expected to inherit $30 trillion from baby boomers in North America, 22% of millennial investors say they will look closely at how a financial advisor uses social media when choosing one. In this post, we put […]
Content quality, size of social networks, and social media post frequency are 3 key levers that can impact your online marketing effectiveness. In a previous post, we presented benchmarks statistics on the size of an individual professional’s social network across Facebook, Linkedin and Twitter – by individual professionals in financial advisory, insurance, accounting and real estate. In this post, we […]
The size of your online social networks affects your ultimate social media reach and marketing effectiveness. As explained in a previous post, your network size is one of three key levers which impact your social media prospecting effectiveness, along with content quality and posting frequency. When your Twitter followers, Facebook friends, Facebook Page followers or Linkedin connections […]
Over the past 2 years, many financial professionals have followed their prospects onto social media, educated themselves about compliance issues, and stepped up their social media marketing game. Across major social networks, clients wins have been reported. Here’re 9 social media statistics that join the dots and capture the story to date. Social Media Statistics […]
Started to improve customer satisfaction, Dell’s social media efforts soon led to sales of $6.5m through its Twitter account in 2009. Many have since stepped up efforts to generate sales using social media. Apart from brand building and client retention, can financial service professionals use social media to win new clients and grow revenue? Here’re 8 statistics […]