1. Bill Wreaks CEO & Chief Analyst The Gramercy Institute February 7, 2012

2. Copyright©2012, The Gramercy Institute

4. Participating Brands...

9. IDI TAKE-AWAYS: Media Relationships Considering Owned, Earned and Purchased… 100% of Financial Services Marketers Interviewed Said That Financial Services Marketers Will Rely Most Heavily on “Earned” Media Within The Next Five Years.

10. IDI TAKE-AWAYS: What Financial Marketers Want The Most Prevalent Financial Services Marketers Want/Need is More Measurability (90%) The Second Most Mentioned Need is Effective Targeting All Agree That These Needs Will Increase/Be More Acute in The Next Five Years Most Feel They Are Not Getting What They Need or Not Getting it The Way They Need It From Media Companies

11. IDI TAKE-AWAYS: Financial Marketers Want Increase Availability of Custom Program Creation. Partnerships in Creating Content and Custom Programming Are Key. “Media companies must be flexible if they want to journey with me.”

12. IDI TAKE-AWAYS: What Marketers Want From Agencies For Agencies To Be More Multifaceted, Not Just, for example, “An Online Specialist,” But Knowledgeable in All Media. “Know More Than I Do About Target Audiences.” Financial Marketers Want Agencies With Product Knowledge. Turnover In The Agency World Is a Real Training Challenge.

13. SPENDING & INVESTMENT IN FINANCIAL MARKETING

14. % Believe This Media Is Extremely Important/Very ImportantNow2 Years Business Social Networks16.751.4 Mobile Marketing32.466.7 Free App Tablet Marketing16.751.4 Search Engine Optimization59.477.8 Email Marketing70.269.4 Own Company Websites86.588.9 Print Collateral56.737

15. % of Financial Marketers Who Believe Media Spending Will Increase In One Year Own Company’s Website82.4 Mobile Marketing88.6 Search Engine Optimization85.3 Business Social Networks59.4

16. SOCIAL’S ROLE IN FINANCIAL MEDIA

19. MEASUREMENT OF FINANCIAL MEDIA & MARKETING

20. Measurement Becomes Ever More Important to Financial Marketers Percentage of Respondents Who Believe “Media Measurement Is/Will Be Extremely Important to Your Company” Today 34.3% In 5 Years 62.9%

21. Less Room For “Gut Instinct” in Financial Marketing Currently, 85.7% of Respondents Believe That Gut Instinct Is Used In Media Strategy Decisions More Than 20% Of The Time. In 5 years, Only 54.2% of Respondents Believe That Gut Instinct Will Be Used In Media Strategy Decisions More Than 20% Of The Time.

22. % Financial Marketers Who Feel The Following Media Types Are Extremely/Very Measureable Email Marketing84.8% Online Ads Served by Third Party Sites72.7% Search Engine Optimization72.7 Your Own Site75.8 Webinars66.7 Print Collateral56.7

23. Using Data Better In the Future Currently: 25.8% Feel That Their Company’s Use of information Gained From Media Measurement is Extemely Effective or Very Effective. 77.2% believe That In 5 Years Their Companies’ Use of Information Gained From Media Measurement Will Be Extremely or Very Effective.

24. More Accurate Measurement In The Future Currently 19.5% of Respondents Believe That Their Media Efforts Are Accurately Measured 80% of The Time, Or More. In 5 Years, 62% Believe That Their Media Efforts Will Be Accurately Measured At Least 80% Of The Time.

25. FINANCIAL MEDIA MANAGMENT

27. Financial Marketer-Agency Relations 68.8%of Respondents Believe Companies Will Retain More Outside Services in 5 Years.

28. For Hire: Financial Marketers 37.5% of Respondents Believe Their Company Will Increase Marketing Employees In One Year, While 76.2% of Respondents Believe There Will Be An Net Increase In Marketing Jobs At Their Companies In 5 years. WINNING AREAS: Data Analysis, Web Development/Design, Social Media & Content Development/Writing LOSING AREAS: Print Production, Administration and Management

29. % Financial Marketers Who Feel the Following Job Areas will Increase at Their Companies Data Analysis78.1% Web Development62.5 Social Media62.5 Content Development/Writing65.6

30. NEW TECHNOLOGY & FINANCIAL MEDIA

32. “Several Specialist Agencies” Marketers Retaining Several Specialist Agencies Is Currently The Relationship Structure Of Choice For Financial Marketers And Will Continue To Be In 5 Years. Currently 72.7% of Respondents Believe This Is The Structure of Choice. Based On IDIs, We Are Seeing The Industry Pendulum Swinging Back In The Direction Of “One Stop Shopping And Consolidation of Services.” 57.6% Believe This The Structure of Choice Five Years Into The Future

33. REGULATION’S ROLE IN FINANCIAL MEDIA

34. Regulation’s Effect On Financial Marketing 25% Of Respondents Believe Regulation Has A Significant Effect On Financial Marketing, Currently 42.4% Of Respondents Believe Regulation will Have A Significant Effect In 5 years

35. WHAT RESONATES WITH FINANCIAL MARKETERS

37. Thank You Bill Wreaks CEO & Chief Analyst The Gramercy Institute bill@financialadvertising.com www.financialmarketer.com 212.753.5131