FINANCIAL SERVICES SUCCESS THROUGH SOCIAL MEDIA

LinkedIn, 10 March 2016

2

A Story: Buy from, not sell to

What good looks like: Referrals!

Targeted Referrals

4

1. Why LinkedIn?

2. What is the opportunity for Financial Services?

3. How would I use Navigator?

LinkedIn: World’s Largest Professional Network

5M+ INDONESIA

3M+ PHILIPPINES

2M+ MALAYSIA

1M+ SINGAPORE

1M+ SAUDI ARABIA

21M+ BRAZIL

124M+ UNITED STATES OF AMERICA

12M+ CANADA

34M+ INDIA

7M+ AUSTRALIA

1M+ NEW ZEALAND

4M+ SOUTH AFRICA

2M+ UNITED ARAB EMIRATES

18M+ UNITED KINGDOM

9M+ FRANCE

7M+ ITALY

2M+ BELGIUM

1M+ DENMARK

4M+ TURKEY

5M+ NETHERLANDS

2M+ SWEDEN

6M+ SPAIN

16M+ CHINA

414M+ Members

Worldwide^

+2 New members per second

50% Access via mobile devices*

^As at May 2015

*Access to LinkedIn during LinkedIn’s Q1 (Jan – Mar 2015)

24 Languages

1M+ HONG KONG

1M+ JAPAN

1M+ S. KOREA

850k+ VIETNAM

Americas 180m+ members

Europe, Middle East, Africa 116m+ members

Asia Pacific 68m+ members

1M + THAILAND

5M+ RUSSIA

8M+ MEXICO

4M+ ARGENTINA

This aspirational mindset is reflected in the content consumed on LinkedIn

Beyonce

National Corvette

Museum

Josh Homme

Kim Kardashian

Kanye West

Katy Perry

#OneOfMyFavorite

MoviesIs

#MtSWISHMore

#SelenaNeoLaunch

You Got Served

#iHeart1D

Czechs

#thankswingman

Leadership

iPad

Cloud Computing

Employee Engagement

Online Advertising

Self-esteem

Finance

Internal Communication

Business

Economy

Seniority

Reaching decision makers in Australia

1 , 9 0 0 , 0 0 0 +

S E N I O R / M A N A G E R

4 8 6 , 0 0 0 +

D I R E C T O R / V P

2 7 9 , 0 0 0 +

O W N E R / P A R T N E R

7 4 , 0 0 0 +

C - L E V E L E X E C S

Industry

1 7 0 , 0 0 0 +

T E C H

2 2 1 , 0 0 0 +

F I N A N C E

8 6 , 0 0 0 +

M E D I C A L

1 2 7 , 0 0 0 +

C U S O M E R G O O D S

5 6 , 0 0 0 +

C O N S T R U C T I O N

Function

2 5 7 , 0 0 0 +

S A L E S

2 9 0 , 0 0 0 +

O P E R A T I O N S

6 7 , 0 0 0 +

E N G I N E E R I N G

2 2 4 , 0 0 0 +

E N T R E P R E N E U R S H I P

8

1. Why LinkedIn?

2. What is the opportunity for Financial Services?

3. How would I use Navigator?

Change in the Financial Services Landscape

C O N S U M E R C O N F I D E N C E B R A N D T R U S T V O L A T I L E M A R K E T S

A P P E T I T E T O B O R R O W O V E R R E G U L A T I O N

Social media has a purpose throughout each stage of the financial purchase journey

54%

47%

40%

29%

25%

Keep up-to-date with current financial trends

Gather preliminary information about financial products, policies or institutions

Seek advice/gather information to help make a financial decision

Re-evaluate a financial decision that has already been made

Recommend a financial product, policy or service

Source: Join The Dots Research, 2013

11

Social networks are central to Affluent Millennials’ financial decisions

COMPARED TO AFFLUENT GEN X,

AFFLUENT MILLENNIALS ARE MORE LIKELY TO:

Use social networks to inform finance /

Investment decisions

2x Visit a financial

company’s page on a social network

3.4x Seek content from financial companies on social networks

2x

38% Mass affluent professionals that have changed roles in the past year have been promoted

LinkedIn drives growth in financial services

LinkedIn Partnership

M A R K W E I N B E R G E R

E Y G L O B A L C H A R I M A N

“At EY, we continually strive to build a better working world by bringing

our clients the tools and services they need in a rapidly changing

business environment. Data analytics and technology have

transformed the way companies operate, and together, EY and

LinkedIn will provide organizations with leading-edge tools to navigate

those changes”

J E F F W E I N E R

L I N K E D I N C E O

“Together, we'll help companies develop

deeper and more trusted customer

relationships through social and data

analytics”

R E G I N A S P R A T T

S A L E S P A R T N E R

“Sales Navigator gives us the ability to get

access to buyers who we couldn’t previously

reach, and in a way that is more efficient

than simply cold-calling and hoping for

a response”

16

1. Why LinkedIn?

2. What is the opportunity for Financial Services?

3. How would I use Navigator?

Not only do they validate the persons credibility but the business as a whole

N E A R L Y E V E R Y B U S I N E S S M E E T I N G I S P R E C E D E D O R

F O L L O W E D B Y V I S I T I N G L I N K E D I N , T W I T T E R O R G O O G L E

Challenges Facing FS firms

Acquire new clients

Regain trust

Lead with insight

Grow relationships

Enhancing customer service

Fady Daher

Vice President, Acquisition, Global Corporate Payments

American Express