At the LinkedIn Financial Services Breakfast, our presenters aimed to showcase how sales professionals can leverage the LinkedIn database to foster profitable relationships in a more intelligent way.

1. FINANCIAL SERVICES SUCCESS
THROUGH SOCIAL MEDIA
LinkedIn, 10 March 2016

2. 2
A Story: Buy from, not sell to

3. What good looks like: Referrals!
Targeted
Referrals

4. 4
1. Why LinkedIn?
2. What is the opportunity for Financial Services?
3. How would I use Navigator?

5. 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

6. 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

7. 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. 8
1. Why LinkedIn?
2. What is the opportunity for Financial Services?
3. How would I use Navigator?

9. 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 WO V E R R E G U L A T I O N

10. 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. 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

12. 38%
Mass affluent
professionals that
have changed roles in
the past year have
been promoted

14. LinkedIn drives growth in financial services

15. 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. 16
1. Why LinkedIn?
2. What is the opportunity for Financial Services?
3. How would I use Navigator?

17. 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

18. Challenges Facing FS firms
Acquire new clients
Regain trust
Lead with insight
Grow relationships
Enhancing customer service

20. Fady Daher
Vice President, Acquisition, Global Corporate Payments
American Express