Hosted bysocialtreeglobal
Powered bysocialtreeglobal
 

Agenda

Social Media In Finance #2021

1 day / 14 sessions

    • Why building communities is the most important KPI finance brands should have when it comes to social media
    • The Agenda For The Day: SMIF21
    • How can you maximise your experience at SMIF21

     

    James Saward-Anderson

    Event Founder

    Social Media In Finance 2021

  • EMPLOYEE ADVOCACY IN FINANCE
    • What is the advocacy framework & how do you deploy it?
    • Case study success from Social Tree Global
    • Q&A

     

    Max Hannah

    Co-Founder 

    Social Tree Global

    Sophie Rose

    Account Manager

    Social Tree Global

    • Latest statistics and figures on the development of the UBS Social Ambassador Advocacy Programme
    • Review and insight sharing on what worked and what didn’t
    • Q&A

     

    Sarah Baier

    Head of Global Digital Marketing

    UBS Asset Management

  •  

    • How does employee advocacy work practically client-facing
    • What does success look like for social selling practices on LinkedIn
    • Q&A

     

    Lionel Guerraz,

    Digital CRM Global Wealth Management Client Coverage, Executive Director

    UBS Asset Management

     

  • BREAK

  • SOCIAL SELLING AND DEMAND GENERATION IN FINANCE
    • How to improve views and engagement
    • Why most people get it wrong
    • Why it has changed

     

    Damian Horner

    CCO

    Real Vision

  •  

    • The psychology of getting finance marketing teams to move partners and senior leaders from being part of an EAP to adopting social selling and taking responsibility for lead generation 
    • Different ways to approach senior teams depending on culture (company culture and national culture)
    • Top tips into social selling

     

    Oliver Mott 

    Global Social Media 

    Grant Thornton International

     

  • BREAK

  • PERFORMANCE MARKETING IN FINANCE
    • Snapshot and member behavior in financial services
    • Deep-dive into financial advisors and their use of social tools
    • Live QnA

     

    Benedict Kingsmill

    Senior Client Partner, Financial Services Vertical

    LinkedIn

  •  

    • Performance Marketing in 2021
    • How to maximise the relationship between organic and paid media
    • How to scale your advertising

    Tim Hyde

    Founder

    TWH Media

    • How marketing has evolved over the past year, and why that’s made social more important than ever for financial brands
    • How to work closely with compliance and legal departments to develop a regulatory framework for social selling – that still provides enough flexibility to be a benefit to the organization
    • How to work closely with sales teams to train, guide, and encourage sales teams to develop a strong social presence

     

    Tawnya Zwicker

    Marketing Manager

    Vanguard

  • BEYOND LINKEDIN
    • How Fidelity Investments is marketing to a millennial and Gen Z audiences via social media
    •  A visual approach to Instagram
    •  A first-class service approach on Reddit

     

    Bret Clancy

    Global Social Media Director

    Fidelity

    • Using Compliance To Build Relationships
    • What You Can and Can’t Say
    • Practical considerations

    Luba Czyrsky

    Senior Manager, Social Media Strategy and Public Relations

    Avisio Wealth

  • CRYPTO
  • Ian Taylor

    Executive Director

    Crypto UK

     

    Natalie Hall

    Director of Community Communications

    Crypto UK

     

    James Saward-Anderson

    Co-founder

    Social Tree Global