{"id":113256,"date":"2014-12-18T14:12:00","date_gmt":"2014-12-18T19:12:00","guid":{"rendered":"https:\/\/www.dacgroup.com\/ericas-top-five-takeaways-from-digital-marketing-for-financial-services-nyc-2\/"},"modified":"2024-12-31T07:06:41","modified_gmt":"2024-12-31T12:06:41","slug":"ericas-top-five-takeaways-from-digital-marketing-for-financial-services-nyc-2","status":"publish","type":"post","link":"https:\/\/www.dacgroup.com\/en-gb\/insights\/blog\/strategy\/ericas-top-five-takeaways-from-digital-marketing-for-financial-services-nyc-2\/","title":{"rendered":"Erica\u2019s Top Five Takeaways From Digital Marketing for Financial Services NYC"},"content":{"rendered":"<p><a href=\"http:\/\/www.financialdigitalmarketingus.com\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-4726 \" src=\"https:\/\/www.dacgroup.com\/wp-content\/uploads\/2024\/12\/Picture3.jpg\" alt=\"Picture3\" width=\"575\" height=\"86\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>DAC joined over 400 digital marketers and financial leaders at DMFS-NYC December 9 &#8211; 10, where DAC, VP of Client Strategy,\u00a0 Nasser Sahlool led the Social and Content Track. Erica Hahn\u00a0was also in attendance at the event and shared her top takeaways below.<\/p>\n<p><strong><span style=\"color: #800000;\">Marketing must be personal!<\/span><\/strong><br \/>\nThe importance of creating a personalised experience for consumers was echoed throughout the conference. From personalised tweets to offers and promotions, speakers from Morgan Stanley, Citi, Hootsuite, Regions Bank, and Curian Capital all spoke on this topic noting that 69% of people are willing to share <a href=\"\/en-gb\/services\/analytics-and-marketing-science-services\/\">data for a more personalised experience<\/a>.<\/p>\n<p><a href=\"\/wpe-content\/uploads\/2014\/12\/Change-changechange-e1418854102853.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-4724 \" src=\"\/wpe-content\/uploads\/2014\/12\/Change-changechange-e1418854102853-768x1024.jpg\" alt=\"Change, change,change\" width=\"574\" height=\"766\" \/><\/a><br \/>\n<strong><span style=\"color: #800000;\">Change, change, and more change.<\/span><\/strong><\/p>\n<p>Bryan VanDyke, Head of Digital Strategy for Morgan Stanley, started off Day 2 of the conference with a powerful thought, \u201cDigital Transformation = Change Management\u201d. It\u2019s impossible to be a \u201cdigital\u201d expert. You need to be able to adapt to change. Building relationships and being comfortable exploring new technologies is how to succeed with digital transformation.<\/p>\n<p><strong><span style=\"color: #800000;\">It\u2019s all about your people.<\/span><\/strong>\n<section data-role=\"forward-email-subscription-container\" class=\"full-width w-100 d-flex justify-content-center align-items-center bg-c7f2b3\">\n    \n    <div class=\"max-w-1400 w-100 form\">\n        <div class=\"text-content-container\">\n            <h2>\n                Stay Forward            <\/h2>\n            <p class=\"subtitle\">\n                Get exclusive insights into digital <br class=\"d-none d-lg-block\">media's top-trending topics delivered<br class=\"d-none d-lg-block\"> directly to your inbox.            <\/p>\n        <\/div>\n\n        <div data-role=\"form-group\">\n            <div class=\"d-flex flex-column w-100\">\n                <form data-forward-email-form class='custom-hubspot-form' id='hubspot_form_6a158f3fe24a0'>\n    <div class='d-flex input'>\n        <input type='email' class='form-control me-2 input' placeholder='Email address' aria-label='Email' name='email' required>\n        <button type='submit' class='btn_primary-filled_white'>Submit\n<\/button>\n    <\/div>\n    <p class='hubspot-status'><\/p>\n<\/form>\n<script>\njQuery(document).ready(function($) {\n    var form = $('#hubspot_form_6a158f3fe24a0');\n    form.on('submit', function(event) {\n        event.preventDefault();\n\n        \/\/ Get email input value\n        var emailInput = form.find('input[name=\"email\"]');\n        var email = emailInput.val().trim();\n\n        \/\/ Required HubSpot fields\n        var portalId = '5408011';\n        var formId = 'cafa8eb8-dd43-46cc-bec7-9f87e85b1bdb';\n\n        \/\/ Prepare the data payload\n        var data = {\n            fields: [\n                {\n                    name: 'email',\n                    value: email\n                }\n            ],\n            context: {\n                pageUri: window.location.href,\n                pageName: document.title\n            },\n            submittedAt: new Date().getTime()\n        };\n\n        \/\/ Get the status element for this form\n        var statusElement = form.siblings('.forward-email-status-container');\n\n        \/\/ Send the data to HubSpot\n        fetch('https:\/\/api.hsforms.com\/submissions\/v3\/integration\/submit\/5408011\/cafa8eb8-dd43-46cc-bec7-9f87e85b1bdb', {\n            method: 'POST',\n            headers: {\n                'Content-Type': 'application\/json'\n            },\n            body: JSON.stringify(data)\n        })\n        .then(response => {\n            if (response.ok) {\n                if(statusElement) {\n                    statusElement.text('Thanks for Subscribing!');\n                    statusElement.css('color', 'green');\n                }\n\n                var userInfo = JSON.parse(localStorage.getItem('userInfo'));\n                if (userInfo) {\n                    userInfo.event = 'Form_submit';\n                    userInfo.email = email;\n                    userInfo.form_name = 'Newsletter';\n                    window.dataLayer = window.dataLayer || [];\n                    window.dataLayer.push(userInfo);\n                }\n\n                emailInput.val(''); \/\/ Clear the email field\n                window.dispatchEvent(new CustomEvent('newsletter-submit'));\n            } else {\n                return response.json().then(error => {\n                    if(statusElement) {\n                        statusElement.text('Error: ' + error.message);\n                        statusElement.css({\n                            'color': 'red',\n                            'padding-top': '10px'\n                        });\n                    }\n                });\n            }\n        })\n        .catch(error => {\n            console.error('Error:', error);\n            statusElement.text(\"There was an error submitting the form.\");\n            statusElement.css({\n                'color': 'red',\n                'padding-top': '10px'\n            });\n        });\n    });\n\n    window.addEventListener('message', function(event) {\n        const isFormCallback = event.data.type === 'hsFormCallback';\n        const isFormSubmitted = event.data.eventName === 'onFormSubmitted';\n        const iscurrentForm = !!event?.data?.id ? 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Morgan Stanley utilizes unsung digital experts found throughout various departments in their organisation and has a monthly Digital Planning Forum. In this forum, people throughout the company can help influence their next steps in digital. Lincoln Financial also employs a similar mindset; holding employee contests and using the winners creative in their advertisements.<\/p>\n<p><a href=\"\/wpe-content\/uploads\/2014\/12\/Get-creative-e1418854042388.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-4725 \" src=\"\/wpe-content\/uploads\/2014\/12\/Get-creative-e1418854042388-768x1024.jpg\" alt=\"Get creative\" width=\"574\" height=\"765\" \/><\/a><\/p>\n<p><strong><span style=\"color: #800000;\">Get Creative!<\/span><\/strong><br \/>\nJust because it&#8217;s financial services doesn\u2019t mean your marketing has to be boring. According to a study mentioned by Bryan Vandyke, going to see your financial advisor was 2nd behind going to the dentist! Sun Life Financial created a unique way to educate and engage their consumers: Gamification. By creating a game, they were able to teach consumers about retirement savings and encourage increased participation in the program.<\/p>\n<p><span style=\"color: #800000;\"><strong>Stop using compliance and regulations as an excuse!<\/strong><\/span><br \/>\nEveryone at the conference agreed, the Financial Industry was way behind in <a href=\"\/en-gb\/services\/search-engine-optimisation\/\">digital marketing<\/a> but, that it\u2019s time to stop blaming compliance and regulations. In a regulated industry, it\u2019s important to make compliance and legal a part of your digital and social media teams so you have approval from the beginning of a campaign. Companies like Hootsuite, have also created tools to make compliance an easier feat. Regions Bank wasn\u2019t in the digital space at all three years ago and now they have a presence across 12 social media platforms and a team of contact reps that respond to all comments (positive or negative) within 30 minutes.<\/p>\n<p>What is your company (or, financial service provider) doing keep relevant and stay connected in digital?<\/p>\n<p><a href=\"\/en-gb\/get-in-touch\/\">Contact DAC<\/a> today to find out more!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; DAC joined over 400 digital marketers and financial leaders at DMFS-NYC December 9 &#8211; 10, where DAC, VP of Client Strategy,\u00a0 Nasser Sahlool led the Social and Content Track. Erica Hahn\u00a0was also in attendance at the event and shared her top takeaways below. Marketing must be personal! The importance of creating a personalised experience [&hellip;]<\/p>\n","protected":false},"author":45,"featured_media":113056,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","reading_level":"Strategic","reading_level_confidence":0.75,"reading_level_needs_review":"0","footnotes":""},"categories":[2904],"tags":[461,462,489,463],"class_list":["post-113256","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-strategy","tag-dmfsnyc","tag-conference","tag-digital-marketing-2","tag-financial-services"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>5 Takeaways From Digital Marketing for Financial Services| The Key Word<\/title>\n<meta name=\"description\" content=\"Injecting personality and getting creative in the financial industry were the order of business at the Digital 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