The Emerging Crisis for Financial Brands
With government regulation coming next month, lenders are scrambling to find ways to make up the money they used to charge credit card customers. This comes on top of a year in which: read more
View ArticleYou've Got To Be Kidding
The markets tumbled, retirement savings dissolved, and home values evaporated as every principle and presumption about individual investing was called at least into question, and more likely to...
View ArticleAccenture’s Report: High Performance in Insurance with Social Media.
Guest Post by: Tim FowlerAs I have a keen interest in social media for financial services I’ve been looking at the Accenture’s paper on “Achieving high performance in insurance through social...
View ArticleSocial Media, Financial Services and Customer Driven Markets
Guest Post by: Jo StratmannAs we’ve already looked at the increase in niche online communities and how this could impact the future role of social media in financial services, this blog post will look...
View ArticleFinancial Services: Transparency through Social Media?
Guest Post by: Jo StratmannWe’ve already looked at two of the key topics from our social media in financial services round table event (niche communities and customer driven markets) and now it’s time...
View ArticleRSA and Social Media: Nasza-Klasa in Poland
Guest Post by: Tim FowlerWhen I head out to conferences and seminars, the value for me often is not so much in the content of the event itself, but more with the surprising people you meet and their...
View ArticleResourcing Social Media in Financial Services
Guest Post by: Jo StratmannWhile niche communities, customer driven markets and transparency are all areas in need of exploration, when it comes to social media for financial services the main concerns...
View ArticleCitibank Opens "Bank of the Future" in New York
Way back in 2003, I worked on an Experience Audit for Chase Manhattan bank in partnership with Bulldog Drummond NYC. We had some great ideas in that presentation and actually opened the presentation...
View ArticleTurning ATMs into Automated Thinking Machines
Arguably, the invention of the ATM by IBM nearly 40 years ago was one of the greatest moments in the history of modern consumer banking. These ATMs revolutionized the way we thought about bank tellers...
View ArticleBright Lights Project: Financial Services Brands
I've written before about the reckoning coming once institutions both public and private figure out that the Internet has blown up not just their credibility but their authority to act. It hasn't...
View ArticleBright Lights Project - Standard & Poor's Rating Services
Standard & Poor’s is one of three major American rating agencies (Fitch Ratings and Moody’s Investor Services are the others). They’re in the business of assessing risk of various financial...
View Article5 Social Media Misconceptions (and Opportunities) in Financial Services
Guest Post by: Ed ThompsonThe financial services industry feels like it’s not ready for social media. You may think that this is due to regulatory restrictions, but there is more to it than that – and...
View ArticleFinancial Services Don’t Get Social Media
Morgan Stanley is going to let 17,000 of its financial advisers use Twitter and LinkedIn, and Chase is running a promotion (I found it on Facebook) that lets small businesses compete for grant money....
View ArticleAffluent investors increasingly use social media to inform investment decisions
New research shows that 70% of affluent US investors have made an investment decision based on information they have learned from social media; 34% use social media specifically to help inform their...
View ArticleMarketing to Boomers - Financial Services Forum presentation
This is a podcast of a presentation that I gave last week to the Financial Services Forum during a conference about marketing to Baby Boomers.It was an excellent event and I enjoyed meeting a couple of...
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