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Investing In Your Clients and Firm

Yield High Returns through Engagement, Enablement, and Analytics

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 2

Marilyn Cox

@MarilynECox

• [email protected]

• If I couldn’t be a Modern Marketer, I would be a professional wrestler with the WWE


Tweetable Takeaway #1

Your industry is changing. Evolve or implode.

If you don’t decide, the market will decide for you.


Tweetable Takeaway #2A customer is a consumer or advocate of your content and services like a client, an advisor, a broker, an agent or even a thought leader



Don't just identify a problem, provide a solution that is engaging, entertaining, and is communicated by your customer.



Leverage social media to extend the reach of your traditional communications.

Move beyond content delivery and engage in conversation.


Tweetable Takeaway #5Don't just push content for consumption, ask for community input. Be relatable and relational. Show the human side of your organization.


Tweetable Takeaway #6Provide sales with more than just a list of names. Deliver insight around the Digital Body Language, motivations, and behaviors of contacts.



Analyze event engagement to reduce unnecessary events, increase attendance to premiere events, and reduce spend.



Develop strong content,unify digital channels,and focus on data forensics to grow revenue,recruit & retain talent and make smarter decisions