Social Media and Investor Relations Collide

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Social Media Today presents:

Social Media and Investor Relations Collide

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About the Moderator

Robin Fray Carey founded Social Media Today LLC, a media company which brings together many of the world’s best thinkers about business and policy topics, in 2007. Prior to that, she ran her own media consulting company for 16 years, and worked with Time Inc, Newsweek, BusinessWeek and Ziff-Davis. She leads a team that curates web-based content about social media and other topics, speaks frequently about social media and business, and is an advisor to Pivot and Social Week, and to the Society for New Communications Research. She also is a member of the International Rescue Committee’s Board of Overseers and is on the Charlottesville, Virginia local board of the IRC. Follow her: @robincarey

About the Panel

Victor Gaxiola is a social media evangelist that specializes in helping regulated firms adopt social media best practices to increase online influence and presence. Prior to joining Actiance as a Subject Matter Expert (SME) in social media, Victor owned Red 7 Marketing, a social media consulting firm focused on serving the financial services industry. He was also an early adopter of social media tools in financial services working as a financial advisor for six years and co-founder of the Gaxiola Financial Group/. Victor graduated from UCLA with a B.A. in Interpersonal Communication Studies and is active in his local community serving on two non-profit boards.

Jaime Fitzgerald is the Founder and President of Fitzgerald Analytics, a next-generation consulting firm that helps clients identify and unlock opportunities using data, analytics, technology, people, and process. He is a frequent speaker, writer, and trusted advisor to clients in Financial Services and beyond, known for taking a strategic approach to technical topics including business intelligence, risk management, customer experience design, social media marketing, and marketing ROI. With his colleagues at Fitzgerald Analytics, Jaime designed the Data to Dollars™ methodology and the Data to Dollars Toolkit™, which have been used to unlock hundreds of millions of dollars in concrete results for the firm’s clients.

Jeff Corbin is Chief Executive Officer of KCSA Strategic Communications. Jeff brings more than fifteen years of integrated IR, PR and marketing experience to help clients grow their businesses. He has lectured in the U.S. and internationally on building relationships with Wall Street and is the author of the book, Investor Relations: The Art of Communicating Value (Aspatore Books; May 2004 and February 2011). Most notably, Jeff has developed financial communications programs for the American Stock Exchange and dozens of Israeli companies who have their primary listings on the NYSE and NASDAQ.

Social Media Maturity Curve

Pre-Consideration

• No Social Presence

• Restrictive social policy

• No Social Tools

• Need to: identify options, best practices

Early Consideration

• Some Corporate Presence

• Banned/ restrictive policy in place

• Pilot program for content distribution might be in place

• Need to: justify distributed teams usage

Early Adopters

• Corporate Presence

• Acceptable use policy

• Social media being used by distributed

teams/advisors

• Need to: use social to develop, strengthen relationships, for some also as a sales channel

Early Majority• Corporate SM presence

• Social media usage by distributed teams advisors

• Acceptable use policy

• Next step, use social to develop, strengthen relationships, for some also as a sales channel

• Previous concerns about FINRA and/ or impact of social media overcome by market acceptance and demonstrable results.

© 2012, Actiance, Inc. All rights reserved. Actiance and the Actiance logo are trademarks of Actiance, Inc.

Social Media Impact on Drivers of Profit: “Beginning with the End in Mind”

2. Share of Wallet

3. Pricing Power

5. Risk Management

4. Marketing / PR / IR

6. Cost of Capital

1. Clients

Revenue

Cost

Profit

Client Loyalty & Retention

New Client Acquisition

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