October 14, 2008

Deeper Connections with Your Customer Base is More Crucial than Ever!
The Finance 2.0 Conference offers your organization the tools to build real relationships with your customers

Speaking as a retail customer, the owner of a Roth IRA, a shiny new 401K, a couple of savings accounts and an active checking account, I want some reassurance from my money managers and banks.  Is my money safe? What should I do?  Where can I get the support I need to understand what is happening with my accounts? Not surprising to most of you, I visited each institution's website, looking for answers.  And as nice as the ubiquitous postings are, the sing-song assurances that my money is fine haven’t done much for my peace of mind.

And here's the crazy part. I have had a long-time account with one of the banks that recently failed – let's keep it anonymous for the moment.  And the morning I heard that it is no more, I immediately went online to see what hiccups to expect. The new entity in control had placed a placard on the homepage, bragging about the new security I can now look forward to, as my money is now backed by a whole lot of other money and a whole lot of experience, yadda, yadda, yadda.

I'm now shopping for a different place for my checking account.  Why, you ask?

Because I want answers (real answers). I don’t want to leaf through press releases, I don't want to dissect general statements spouting corporate something-or-other. I don’t want to call and be put on hold for 20 minutes – again.

I think I'm craving “emotional” support from my money managers.   I'll bet most of your other retail customers share the sentiment.

So, if a lot of retail customers are now shopping around for money managers who will truly reach out to them and foster a more meaningful relationship, isn't now the perfect time to implement a strategy to do just that?

It seems to me that Finance 2.0 is arriving just in the nick of time.

This two-day conference, in New York City January 26-27, 2009, is designed to flush out what is real and what is only hype in the social media conversation and brings together North America's top innovators – from Credit Unions, Banks, and Asset Managers – who share the best (and worst) practices.  Attendees will walk away with hard facts, creative ideas, useful tools, a great deal of advice, and with some meaningful relationships of their own.

Check us out and get the information you need to meet your customers' new demands for more transparency, communication and community.

Click here for more information:  Finance 2.0