SOCIAL MEDIA

PWM sees Social Media – Facebook, LinkedIn, Twitter, YouTube and Google+ as part of an overall strategy to develop a presence online.

Social Media is becoming increasingly important as peoples’ buying decisions are informed by their social media communities.

PWM is a national leader in Social Media for financial institutions. PWM has developed a comprehensive Social Media program that enhances your ability to communicate with customers and creates opportunity to reach new customers. Our Social Media program has been designed to protect your reputation and satisfy regulatory requirements while guarding customers from inadvertent disclosure of personal information.

How Do We Do It?

Planning

We start by looking at your current marketing to develop an overall approach. Then we work with IT and Compliance to create the appropriate safeguards and procedures.

Traffic Building

Ongoing promotions generate interest and start the conversation. PWM creates proven promotions to increase the likes on a page and keep the interest high.

Content

Content is the heart of successful social media. Posts, video, tweets and updates are what connect you with your community and engage customers. We work with clients to develop an overall strategy with specific tactics to keep the interest level high and advise on how you can promote products and services.

Security & Compliance

Meeting security and compliance standards is at the center of all social media planning at PWM. We have a 100% success rate with our clients who have gone through FDIC social media compliance audits.

There are a number of considerations taken into account for financial institutions when developing content and communications around each social site launch as well as on an ongoing basis. To start with, we provide a set of employee engagement guidelines from which numerous policies have been established. Years of experience working with financial institutions makes us intimately familiar with compliance logos, their required usage, and we draft disclosures for client approval regularly. Although we have found community financial institution social sites to be overwhelmingly positive in tone, there need to be controls in place to monitor for spam, offensive comments and other comments requiring a response. Another added safeguard with PWM is that clients approve all posts prior to placement.

Monitoring & Management

Many clients do not have the internal resources to manage Facebook promotions, develop engaging posts and monitor activity on their page. To ensure a high level of positive activity for our clients we offer Social Media Monitoring and Management. Whether your monitoring / management requirements are occasional, daily (Monday - Friday) or seven days a week including holidays, PWM has program that will fit.