Social Media for Wealth Management: The Train is Leaving
This detailed, 190-page report tells you all you need to know for developing, optimizing and implementing a winning social media strategy in wealth management. Our research team of technology and industry experts has made a detailed analysis of the strengths and weaknesses of the social media presences of the 30 largest private banks and wealth managers worldwide. In total, almost 500 social media presences were evaluated. The report provides an assessment and recommendations for each of them and the wealth management industry as a whole.
Using 45 criteria, the social media activity of each wealth manager is ranked, on the basis of an individual evaluation for their presence in Facebook, Twitter, LinkedIn, YouTube, Google+ together with an assessment of their offerings of social media applications on their own websites, their presences at a local and personal level, and their overall social media strategy. Based on this data-driven analysis, the report derives best practices and gives in-depth strategic, specific and practical recommendations for engaging and winning over affluent clients through the use of social media.
The report gives wealth managers, private bankers, IT vendors and consultants answers to the following questions:
Which banks and wealth managers are at the forefront of social media activities in wealth management, who are the laggards?
What are the positive and negative characteristics of the social media presences offered by the world’s Top 30 wealth managers?
What content and functionality should a wealth manager’s social media presence have on each of the five main platforms and their own website in order to catch the attention and satisfy the needs of affluent clients and potential clients?
What can be learned from the best practices identified from among the social media presences that were analyzed?
What are the right strategies for the optimal use of social networks such as Facebook, Twitter, LinkedIn and others in wealth management and private banking?
How should branded individual social media presences of staff of wealth managers look?
How is the social media world developing and what future needs and expectations will wealthy clients have?
Benchmarking and ranking of the social media presence of the world´s Top 30 wealth managers based on 45 criteria
30 comprehensive profiles of the world’s leading wealth managers’ social media presences with an in-depth analysis and recommendations for each wealth manager
15 Best Practices of social media in wealth management with respect to functionality, content and strategy
Recommendations on how a winning wealth manager´s social media presence should look
Comprehensive data appendix of 30 pages with detailed evaluations by wealth manager according to 45 criteria (spreadsheet)