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Traditional Marketing
         with
Social Media for 2013

            Social Assurance
Presenters



      Mark Zmarzly       Ben Pankonin
       SVP at ACTON      Founder, Social
        Marketing          Assurance
       Specializes in    Social Media
        Customer           Software for
        Acquisition        Finance
        Strategies        Represents over
       @BankMarketing     1,000 social
       A Gemini           finance accounts
                          Dodgeball Champ    2
What our clients
are telling us


                   2013 Priorities
                    Loan Growth
                    Customer (but maybe not
                     deposit) Growth
                    Small Business segment



                                               3
Today’s Agenda

   Social Media Best Practices
     Facebook’s EdgeRank


   How DM and SM can coexist
     Sample integrated campaigns


   A look at some pilot campaigns

   Time for Q & A

                                     4
Today’s Attendees
AVERAGES

 1,132 Likes on     3 Segments
  Facebook            Had FB profile for over 12
 $632M + in           months and few followers
  Assets              No Page
                      Over 3,000 Likes and
   Average of all     committed.
    banks =
    800+ Likes
                                                    5
Starting Up Your Social Presence

                           Employees
                           Customers
                           Campaigns
                           Events




                                        6
Finding Your Social Voice

    Must be personal
    Include varied marketing
    Rules for Negative Posts:
        Not include financial data
        Must relate to the topic
        Not addressing individuals




                                      7
Edge Rank
WHAT IS FACEBOOK DOING WITH MY POST?

                          1. Frequency
                          2. Types of Posts
                          3. Engagement
                          4. Variety




                                              8
Edge Rank

BEST Types of Posts             WORST Types of Posts
1. Photo with complementary     1. Photo with an excessively
   text                            lengthy description
2. Link with a description to   2. Link with a short
   introduce it                    description (not enough
3. Status with a long (280+)       context)
   character body               3. “Click on This” or “Share
4. Video with a long (280+)        This”
   character introduction       4. Video with a very
                                   short description or
                                   introduction




                                                               9
Working Together
                   10
Path to Purchase
      Awareness (to be found)
        Advertising, Branches, Recos

      Consideration (to be 1 of 3)
        Convenience, Products, Recos

      Selection (to be chosen)
        Image, Conv, Prod, Low Fees


  How do we move them
  down this path?
            J.D. Power & Associates 2011 US Retail Bank New Account Study



                                                                  11
Calendar Integration
 Traditional Mailing Calendar for 2013




                                        Integration only
                                         happens with
                                         planning.




                                                            12
Content Categories

Personal Small Business    Customer     Events         Banking
                           Service


Relate to 53% of small    Promoting     Drive in-      Connecting to
the brand businesses are  customer      branch and     products,
          home-businesses service       local events   services and
                          allows        and news.      offerings.
                          promotion
                          through
                          association




                                                                       13
Community Event
PET PHOTO CONTEST


                     Promoted in mailers
                      to prospects
                     Promoted in-branch
                      to customers
                     Enter through a
                      Facebook app



                                            14
PET PHOTO CONTEST

                       In-branch
                        table tents,
                        window
   Mailer              clings




                                       15
Calendar



              Your posts should
               reflect your mailing




                                      16
Auto Loan promotion
        A postcard with a
         rate offer
        Facebook Ad
        Facebook App




                             17
Facebook Advertising
         Like-based Ads
         Post-based Ads
         Targeted by demographics




                                     18
Facebook demographics




                        19
Small Business
 Reach them through mail
 LinkedIn
     Promote events
     Host seminars




                            20
Takeaways
      1. Create a long-term vision
      2. Implement in weekly and monthly
         goals
      3. Partner for success
      4. Remember that Social Media
         should complement existing
         marketing



                                           21
Thank You + Let’s Connect!
Mark Zmarzly                 Ben Pankonin
markz@actonfs.com            ben@socialassurance.com
@BankMarketing               @benpankonin
actonfs.com                  socialassurance.com




                    Social Assurance
                                                       22

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How can banks/CUs merge traditional and social media in 2013

  • 1. Traditional Marketing with Social Media for 2013 Social Assurance
  • 2. Presenters Mark Zmarzly Ben Pankonin  SVP at ACTON  Founder, Social Marketing Assurance  Specializes in  Social Media Customer Software for Acquisition Finance Strategies  Represents over  @BankMarketing 1,000 social  A Gemini finance accounts  Dodgeball Champ 2
  • 3. What our clients are telling us 2013 Priorities  Loan Growth  Customer (but maybe not deposit) Growth  Small Business segment 3
  • 4. Today’s Agenda  Social Media Best Practices  Facebook’s EdgeRank  How DM and SM can coexist  Sample integrated campaigns  A look at some pilot campaigns  Time for Q & A 4
  • 5. Today’s Attendees AVERAGES  1,132 Likes on 3 Segments Facebook  Had FB profile for over 12  $632M + in months and few followers Assets  No Page  Over 3,000 Likes and  Average of all committed. banks = 800+ Likes 5
  • 6. Starting Up Your Social Presence  Employees  Customers  Campaigns  Events 6
  • 7. Finding Your Social Voice  Must be personal  Include varied marketing  Rules for Negative Posts:  Not include financial data  Must relate to the topic  Not addressing individuals 7
  • 8. Edge Rank WHAT IS FACEBOOK DOING WITH MY POST? 1. Frequency 2. Types of Posts 3. Engagement 4. Variety 8
  • 9. Edge Rank BEST Types of Posts WORST Types of Posts 1. Photo with complementary 1. Photo with an excessively text lengthy description 2. Link with a description to 2. Link with a short introduce it description (not enough 3. Status with a long (280+) context) character body 3. “Click on This” or “Share 4. Video with a long (280+) This” character introduction 4. Video with a very short description or introduction 9
  • 11. Path to Purchase  Awareness (to be found)  Advertising, Branches, Recos  Consideration (to be 1 of 3)  Convenience, Products, Recos  Selection (to be chosen)  Image, Conv, Prod, Low Fees How do we move them down this path? J.D. Power & Associates 2011 US Retail Bank New Account Study 11
  • 12. Calendar Integration Traditional Mailing Calendar for 2013  Integration only happens with planning. 12
  • 13. Content Categories Personal Small Business Customer Events Banking Service Relate to 53% of small Promoting Drive in- Connecting to the brand businesses are customer branch and products, home-businesses service local events services and allows and news. offerings. promotion through association 13
  • 14. Community Event PET PHOTO CONTEST  Promoted in mailers to prospects  Promoted in-branch to customers  Enter through a Facebook app 14
  • 15. PET PHOTO CONTEST  In-branch table tents, window  Mailer clings 15
  • 16. Calendar  Your posts should reflect your mailing 16
  • 17. Auto Loan promotion  A postcard with a rate offer  Facebook Ad  Facebook App 17
  • 18. Facebook Advertising  Like-based Ads  Post-based Ads  Targeted by demographics 18
  • 20. Small Business  Reach them through mail  LinkedIn  Promote events  Host seminars 20
  • 21. Takeaways 1. Create a long-term vision 2. Implement in weekly and monthly goals 3. Partner for success 4. Remember that Social Media should complement existing marketing 21
  • 22. Thank You + Let’s Connect! Mark Zmarzly Ben Pankonin markz@actonfs.com ben@socialassurance.com @BankMarketing @benpankonin actonfs.com socialassurance.com Social Assurance 22