Financial Services


Transform client relationships

To compete in the social era, companies across financial markets must connect with clients on a deeper level. Social media provides a powerful opportunity to better listen, engage with, and delight clients and intermediaries. The results: higher-value services and a fiercely loyal client base.

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Know your clients better than ever

Your clients are social. Your business should be too. Listen to what's being said about your company on social channels to get a complete picture of your clients, optimize brand perception, respond to today's feedback, and improve tomorrow's services.



Join the conversation

The real-time, public nature of social channels has dramatically changed the way financial institutions interact with clients, prospects, employees, and intermediaries. Even in a highly regulated industry, companies like SunTrust Banks are embracing a deeper-level of social engagement—distinguishing themselves as thought leaders and creating brand experiences that attract and retain customers.



Delight clients, employees, and intermediaries

Today, “good customer service” isn’t enough. To outpace the competition, you have to delight customers by connecting them to your brand and to each other in new and powerful ways. Like E*TRADE, who built a community portal connecting like-minded investors with each other to share ideas, knowledge, and investment strategies across customer social networks.