New affluents don’t respond to cold calls, read brochures nor go to events. To get their business, you need to play on their terms and engage in social media

Engage with your prospects

With our support, become the finance go-to person for your market

  • Map your market & discover the best prospects in the segment you target

    Profile leads on location, industry/role , behavior, content interest and affinities.
    We map your target ecosystem, nurture and grow a list of hundreds of active prospects in Twitter and Linkedin. We select an initial set of 150 deeply profiled prospects along with actionable intelligence that you can use in your sales process.

  • Expert Assistant who listens for you

    Your dedicated assistant will extract 3-5 insights and opportunities per day, to connect and assist you in using social media and in engaging with your prospects.

    Our expert assistants, trained on our methodology and on fintech regulations, analyze your prospect’s river of tweets.

    • They spot which ones you should read
    • They identify opportunities to engage
    • They suggest a personalized call to action to strengthen your relationship to prospects
  • Focus your time and attention; network efficiently using one email a day and an easy to use platform.

    We make it easy and efficient for Financial Advisors to listen to hundreds of prospects:

    • Receive a daily curated digest of the best tweets & posts from your prospects
    • Access a mobile application with your prospect profiles, opportunities and history of your relations
    • Social Media can be overwhelming, and our solution makes you consistent, focused and effective
    • Spending only 15 minutes per day, you build authentic and trustable relationships
  • Measure the social selling activity of your team and manage performance

    As Sales Managers, you can easily monitor and measure the activity of your Financial Advisor team:

    • Analyze effort and results
    • Identify and recognize top performers
    • Adjust the list of prospects and manage digital territories
    • Enforce best practices and establish a record of interactions across your organization

YOUR SOCIAL SELLING SOLUTIONS

Personalized guidance to grow your book
of business in just 15 minutes per day

Access to the eCairn Platform & Mobile Application

Mapping of your personalized prospects (150+)

Access to the eCairn Platform & Mobile Application

Mapping of your personalized prospects (150+)

A dedicated, expert assistant who reads, then pinpoints tweets and makes recommendations for you. (5-7 per day)

Access to the eCairn Platform & Mobile Application

Mapping of your personalized prospects (150+)

A dedicated, expert assistant who reads, then pinpoints tweets and makes recommendations for you. (5-7 per day)

Personalized Coaching in Social Selling (weekly call)

3 Packages

EXPECTED RESULTS

Our solution is the result of two years of close collaboration with Financial Advisors just like you.

  • 150

    new actionable leads each year

  • 5+

    insights and opportunities to
    engage per day

  • Hands on education in Social Selling with examples from real prospects

  • A great personal brand in LinkedIn and Twitter that position you well with new affluents.

OUR PUBLICATIONS

Social Intelligence and Social Selling blog

Social Media & Wealth Management, 5 key learnings

I recently discovered two interesting studies on Wealth Management (our key focus market):  From PWC: Global Private Banking and Wealth Management Survey (2013).  Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full of interesting insights. From Cap Gemini: Cap Gemini World Wealth […]

Socialselling works, only when done right

There are lots of positive buzz around social selling. However, most of the articles are fairly generic (works/ does not work …) and very few actually go into facts and data: in what situation does it work or not how to setup the right processes and metrics to generate a positive ROI. Having practiced social […]

How to Engage Authored Content

This article will show you how to engage on one specific tweet category called ‘Authored Content’. It is part of our series of 8 articles ‘how to engage on twitter’ covering the following 8 categories of tweets: Opinion, Emotion, Authored Content, List, Local News, Endorsement, Question & Request, Event. People who have a position of responsibility in society have likely gained a strong combination of […]

All articles

LET'S TALK

eCairn team: Experts in Social Intelligence,
Influencer Engagement and Social Selling since 2007