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Building Authentic Social Strategies for Business Growth: Insights from FinServ Experts


Good Morning Finserv hub!

Last week I got the change to participate on a great conversation with FinServ experts from Morgan Stanley and U.S. Bank about building authentic and intentional social media strategies that leads to business growth. I wanted to leave you with this resource because there were several aspects of our conversation that I believe will resonate with many of you.

If you have the chance to listen, share what you found interesting or helpful! https://sproutsocial.wistia.com/medias/3ykfuz0cbr 

 

Gayatri Shukla
Community Manager
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Thanks for sharing, ​@josh.walden! Curious to hear - were there any specific themes that stood out to you that you’d like to call out for our FinServe crew here?


Well we covered a lot of areas of social, but the things that stood out the most to me are: 

Authenticity and Human Connection:

We all emphasized the importance of authenticity and connecting with the audience on a human level. This is crucial in financial services, where trust is essential. Social media marketers should focus on creating content that features real people (executives, clients), showcasing their personalities and expertise. This could involve short-form videos, personal stories, and addressing customer pain points indirectly since most FSIs can’t reply to comments or messages.

 

Strategic Content and Multi-Channel Approach:

Our discussion also highlighted the need for strategic content that aligns with business goals and addresses the specific needs and concerns of customers and members. 

Gus from U.S. Bank mentioned the importance of understanding audience segments (e.g., private companies vs. public companies, different generations, cultural groups) and developing tailored content that resonates with each segment. I hear this constantly from my customers as they are trying to enrich their multi-channel approach, integrating social media and social data with other marketing tactics such as email, website content, and offline initiatives. 

 

Data-Driven Decision Making and Agility:
Last but not least, data and analytics are important in measuring ROI, optimizing campaigns, and adapting to changing trends.

You gotta enable your team to effectively track results and insights with reporting and analysis of social media activity. This includes using platform analytics, UTM tracking, social listening tools, and custom reports.

 

Hope this helps!!!

 


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