Putnam Investments has recently launched its video blog to help financial advisors in expanding their social media presence. The blog also allows Putnam to gather new ideas from advisors and keep them informed of the latest applications.
The company has also recently been awarded to have the best website in the asset management industry for financial advisors by Kasina.
The new blog of Putnam called The Advisor Tech Tips blog also uses videos and content where financial advisors can educate themselves and their clients. One of the exciting features of the blog is Infographic, where advisors can use to make investment strategies.
The blog stays true to the current efforts of Putnam to use technology especially web-based and mobile applications that can help advisors and clients to achieve their goals. An application called Penultimate allows advisors to draw certain situations on their tablets and email this to their clients.
Another interactive app known as FundVisualizer allow advisors to demonstrate the many fund options available on their mobile device and compare fund performance.
There are also features that allow advisors to create effective and optimized LinkedIn profiles to look for new clients and collect information to broaden their client lists. Videos are an important feature of the blog since advisors can use them in client meetings and make use of the other features available.
Mark McKenna, Putnam Head of Marketing: “For example, if a client were in a particular state and wanted to know if it was wise to make an investment in municipal bonds, the Infographic could show the tax strategies and treasury rates applicable to that situation.”
Steven Miyao Kasina representative: “This site allows advisors to exchange ideas with Putnam and use the new tools for business purposes, which can sometimes be a struggle for advisors. Technology and social media are changing the way financial advisors and investment professionals build their businesses, from prospecting to communicating to actually serving clients.”
Putnam Investments is one of the digital and social media veterans in the highly regulated finance industry with a comprehensive presence on twitter (even their CEO, Robert Reynolds, has a twitter account, even though fairly quiet), facebook, youtube, linkedin and now its 5th blog.
It proves that in 2012, even the most concerned investment firms can and should start asap to embrace social media to connect with their markets, their clients, their business partners and their employees. In his first guest article, Aviva UK’s Customer Innovation, Digital Marketing and Social Media Manager shares ‘The Social Media Formula For A Successful Investment Management Business‘. Any thoughts?
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