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Marketing to the Generations: How to Connect with Millennials
Millennials are an increasingly sought-after group when it comes to financial services. According to a report by Nielson, the Millennial generation, or Generation Y as they’re also known, consists of...
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INFOGRAPHIC: How Consumers Use Social Media for Financial Services
Financial regulatory bodies continue to encourage member institutions to build an active presence on social media, if only to monitor brand mentions and respond to customer questions, complaints, or...
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Engage & Convert: How Financial Services Can Build Relationships on Social Media
We’ve all heard the terms B2B and B2C – but when it comes to social media, isn’t it all about P2P? In other words, people communicating with other people. Of course, as a business, the end goal is...
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5 Ways Financial Advisors Can Gain Leads Through Facebook
The next in our 3-part series focuses on Facebook. The social behemoth lends itself to the personal and the professional, making for plenty of opportunities to connect with your network and develop...
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7 Ways Financial Advisors Can Gain Leads Through Twitter
In our first two articles in this series, we discussed how financial advisors can leverage LinkedIn and Facebook for lead generation. Now it’s time to talk Twitter. Twitter is a fantastic resource for...
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The Loan Officer’s Guide to Social Media Strategy, Part 3: Tips for Twitter
In the first two installments of this series, we guided you through using LinkedIn and Facebook to grow and nurture your network as a loan originator (LO). Next we’ll talk about Twitter, and how you...
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FFIEC FAQ: What Social Media Guidance Means for Financial Services
By now it’s no secret that financial services companies need to adhere to FFIEC guidance regarding social media use. GREMLN customers are not only looking for social media compliance tools, but also...
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IIROC Guidance On Social Media Communications
What a difference a decade makes when finance meets technology. Notice MR0281, originally issued by the Investment Industry Regulatory Organization of Canada (IIROC) in 2004, provided guidance for...
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How to Win Social Media Like Navy Federal Credit Union
Credit unions have a unique position when it comes to social media. Unlike banks, which are opened to everyone, credit unions have a specific customer base. Members have to be affiliated with certain...
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Building a Social Media Strategy for Financial Services
The new year is always a chance to wipe your slate clean and start fresh. Championing new ideas that will take you a bit out of your comfort zone seems much easier at the beginning of the year, when...
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