Invitation
Social media’s eruption in popularity has created a myriad of opportunities for companies in every industry to connect with clients and prospects in ever growing new and different ways. Firms that embrace this new way of communicating with various audiences are discovering more effective and lower cost ways to achieve business goals.
By embracing social media, a vast spectrum of business goals are already being achieved, including:
- Introducing products
- Developing prospects
- Responding rapidly to developments
- Motivating your sales force
- Supporting the sales team
- Conducting market research
- Delivering customer service
- Building customer loyalty Communicating with staff, distributors, vendors and others
Realizing the enormous potential of Social Media and its future impact on virtually all aspects of business, DALBAR has created the Social Media Forum to keep financial services executives aware of the evolving ways Social Media is transforming business practices and its growing applicability to members’ own businesses. This is your invitation to join the Forum and take a leadership role in this evolving transformation.
Membership Advantages
- Members are invited to participate in two in-person meetings annually. The Social Media Forum will host the 2012 member meetings on:
- Members become part of an information exchange and a force to overcome the technological, regulatory and other inertia that could delay the use of Social Media.
- Members discover new ways in which Social Media is being used in financial services and how hurdles are being overcome.
- Members collaborate to achieve change and to promote the wider adoption of applications of Social Media.
- Members receive industry research and analysis, three times a year, on the most timely issues and developments, such as:
- Interpretation of the latest regulations
- Which sites are the best to leverage
- Policies and practices in the industry on who in the firm manages social media
- Effectively using social media for the customer service function
- Connecting with financial professionals
- Prospecting for new talent
- Effective brand promotion
- Future considerations for social media
- Members have input on the focus for each report based on current developments and priorities.
- Members have up to 8 hours of access to dedicated social media research staff that specializes in finding answers to challenges you may face or identifying opportunities that can further your social media agenda.
- Members receive favored pricing on customized research projects. DALBAR provides specialized research, analysis, problem-solving reports that give a decision-making edge in short and long-term strategic planning. The research is based on your specific needs and priorities.
What is the Cost?
Members pay a renewable annual fee of $15,000, which includes the two meetings, three research reports and access to a dedicated social media research staff. Members may also choose to engage in a customized research project at a preferential rate. A discount of 5% is available to firms that are current members of any of DALBAR’s Advisory Boards.