10 Tips For How Finance Marketers Can Navigate Compliance

April 21

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 […]

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

March 01

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 […]

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

November 30

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 […]

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Getting Started on Twitter for Investment Marketers: Dealing with Risk

February 02

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 […]

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Getting Started on Twitter for Investment Marketers: How?

December 11

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 […]

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