How Investment Marketers Can Get Started on Twitter

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    16-Jul-2015

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  • How Investment Marketers Can Get Started on TwitterFebruary 2015Ross Hunter I Managing Director Find out more at copylab.co.uk@CopylabUK

  • Twitter is@CopylabUK

  • @CopylabUK

  • But@CopylabUK

  • Why? Brandfrog, Cogent Research@CopylabUK

  • Why? Cogent Research, Iress, Forbes@CopylabUK

  • Why?From Q3 2013 to Q3 2014, consumer engagement with brand tweets rose by 83% (Simply Measured)@CopylabUK

  • @CopylabUK

  • To Get Started?@CopylabUKHOW

  • Find Your VoiceSober v irreverent

    Strictly business v socially aware

    One-way v conversational@CopylabUK

  • PIMCO v American Century whats your preference?@CopylabUK

  • InformMake your audience smarter or entertained with:VideosInfographicsGraphsViewpoints@CopylabUK

  • Mind yourThey can be a regulatory headache and a social-media turnoff @CopylabUK

  • EngageTimely, relevant engagement builds trust@CopylabUK

  • AdjustUse analytics and monitoring tools to observe, take stock and refine your content accordingly @CopylabUK

  • @CopylabUK

  • Once again, mind your@CopylabUK

  • The FCA SaysAny promotional material must be fair, clear and not misleading

    All risks must be stated up front@CopylabUK

  • The FCA SaysAds can be marked with #ad hashtagYou can save space by putting disclaimers in hashtags@CopylabUK

  • But rather than Promoting, why not Engage?Share great content Establish your companys experts as thought leadersAsk (and answer) questions but not about specific funds or stocks!Build transparent relationships with clients and prospects@CopylabUK

  • What to remember when preparing to TweetOVERSIGHT:Formal guidelinesClear but light touchSpot check Tweets rather than having individual sign-off

    @CopylabUK

  • What to remember when preparing to TweetARCHIVING:Ensure its thorough and effectiveUse existing tools, eg, Hootsuite, Arkovi, Erado

    @CopylabUK

  • What to remember when preparing to TweetMONITORING:Monitor whats being said (good and bad) about your companyTake complaints offlineRespond directly to queries

    @CopylabUK

  • What to remember when preparing to TweetOWNERSHIP:Establish clear guidelines for who owns social media accounts/followers under fund managers individual names

    @CopylabUK

  • What to remember when preparing to TweetTRAINING:Ensure relevant staff know guidelines and understand why theyre importantRegular updatesDiscussion of key issues

    @CopylabUK

  • To discuss your social media needs@CopylabUK

  • Your key contactsRoss Hunter Managing Director

    Edinburgh, Scotland

    ross@copylab.co.uk

    Stuart Grant Commercial Director

    London, England

    stuart@copylab.co.uk

    @CopylabUK

    ***Removed the Investment Marketers *