Tag Archives: compliance

April 21

10 Tips For How Finance Marketers Can Navigate Compliance

If you work in financial marketing, you really should be best buddies with the people in compliance. Both departments have the same goal: to create literature that will promote the business, engage the customer, sell the product and comply with strict guidelines. So why, when marketing and compliance get together, does it feel like battle lines […]

March 01

Copylab Meets: Fintech Lawyer Lucy Frew On How Financial Firms Can Deal With Social Media

Social media is a field that both excites and exasperates marketers working in investment management. The Financial Conduct Authority (FCA) released generally well-received guidelines on social media use late last year, but the rules have prompted a great deal of debate on how they work in practice, and how marketers should behave when working with […]

November 30

6 Key Takeaways from the Investment Week Marketing & Social Media Conference

Investment Week’s social media conference took place last Friday, bringing together an illustrious cast of industry thinkers, digital leaders and legal experts. Here are some of the key points we heard: 1. For Asset Managers, There Are Costs to Using Social Media – And To Not Using It During an enlightening, data-rich talk, Arianna Arzeni […]

February 02

Getting Started on Twitter for Investment Marketers: Dealing with Risk

Take one of the world’s most regulated industries, add in understandably zealous compliance teams, mix with a freewheeling, instantaneous communications platform, and what do you have? If you answered “an unholy mess” or somesuch, you’re almost certainly not alone. But compliance is no longer the show-stopper it once was for financial marketers looking to use […]

December 11

Getting Started on Twitter for Investment Marketers: How?

OK, so you’re broadly convinced of the merits of getting yourself on Twitter. Now what? Working out how to get started on Twitter depends very much on what your aims are. Too often, a company will dive straight into social media for no better reason than that it “should” have a presence there. While we’re […]