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Social Media for Financial Services

Level:N/A Duration:1 Day CII CPD Hours:6

Successful businesses need a social media strategy. It’s no longer something optional as a generation of customers brought up in the digital age start to make their presence felt in the market.

For many firms it’s a step into the unknown – with the added complication in the financial services sector of having a regulator peering over your shoulder.

This one day social media for financial services training workshop gives you a comprehensive introduction to the world of social media, helps you develop the right strategy for your business and equips you to put in place the tools and policies to deliver it with confidence and real impact.

No previous experience is required to attend this social media for financial services training workshop.

  • After attending this workshop, delegates will be able to:
    • Introduce the main social media platforms and their key characteristics
    • Explore the social media options available to different businesses
    • Learn about the regulatory context for using social media in financial services
    • Identify your key messages and how to get them across
    • Learn how to build the right audiences for your business
    • Analyse the effectiveness of your social media strategy and its delivery
    • Build an understanding of how to measure the effectiveness of a social media strategy.
  • Workshop content includes:
    • What can social media achieve in a business context?
    • Who are your customers and how do you find them?
    • The regulatory context: FCA guidance and data protection
    • Identifying the right networks and platforms for your business
    • Creating a strategy that is right for your business
    • Building audiences for your products and services
    • Building engagement and joining the conversation
    • Generating leads and new business
    • Measuring the benefits
    • Managing social media: people and policies
    • Handling the risks: social media ‘firestorms’ and crisis management.

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