Financial research,62111

QuickFacts

TRENDS IN MARKETING

FINANCIAL SERVICES

41%: “Economy Improving” 52%: “2011 Will Be Better” Top 10 Investment/Finance Sites

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Trends in Financial Marketing

“Trends in Marketing Financial Services” is part of Kleidon Publishing’s Quick Facts Series featuring news, data and research. The collection supplies our clients and friends with a timesaving source of research and facts, in the form of charts and Excel documents, in order to make the knowledge demands of daily marketing an easier task. Our data comes from major research partners and captures essential marketing data over the short term for a fast, easy glance at trends.

Feel free to share the charts in this collection as a whole presentation or individual slides with your colleagues and business partners, but please retain credits to Kleidon, HubSpot and the research sources who provide the data.

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The Internet gives us unprecedented opportunity to see with precision how consumers, business owners and other stakeholders in the financial arena actually behave. We can learn where to connect, and we can track users’ behavior during campaigns.

41%: “Economy Is Improving” Outlook for Economy in 2011 Base: % of adults, January 2011 Source: Gallup Daily Tracking

It’s better, but…

While Gallup’s Daily Tracking shows a substantial uptick in confidence over 2008 and 2009, a Harris poll suggests enthusiasm is lukewarm.

The Harris poll says that just 3% of US adults consider the state of the country excellent and another 14% say it is good. More than two in five (43%) US adults say the state of the nation is fair, while 40% say it is poor.

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52%: “2011 Will Be Better�

Outlook for Economy in 2011 Base: % of adults, January 2011 Source: Gallup

Economy mood swings 62 56

55

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48

46

32

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27

25 21 24

With the turn of the year, perhaps buoyed by the holidays and New Year cheer, Americans report considerably more optimism than pessimism about what it may bring.

55

52

27

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22 25 18

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17

Better

Same

Worse

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23

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Fifty-two percent of respondents say 2011 will be better than 2010, 20% say 2011 will be worse, and 21% say it will be the same.

Top Investment/Finance Sites Top 10 Investment/Finance Sites

by U.S. Market Share of Visits (%) of online users Source: Experian Hitwise, Feb. & Jan. 2011

Yahoo! Finance

29.8%

msn money

4.7%

Scottrade

4.6%

TD AMERITRADE

3.9%

CNN Money.com

Charles Schwab

Gallup/Wells Fargo data indicate that retired investors’ behaviors seem aligned with retirement funding expectations: •73% have a 401(k), and 63% have contributed to theirs in the past 12 months.

•62% have an IRA, and 37% have contributed to theirs in the past 12 months.

•45% have a pension.

6.2%

Fidelity Investments

3.4%

Furthermore, 73% have put away more (31%) or the same amount (42%) of money for retirement over the past 12 months as they did the prior year.

About half of retirees (58%) and future retirees (48%) say they have a great deal or quite a lot of confidence that they will have the money they need to live comfortably in retirement.

2.8%

The Wall Street Journal

2.3%

E*Financial

2.2%

CNBC

2.2% March 2011

Saving habits improve

Results for the Wells Fargo/Gallup Investor and Retirement Optimism Index survey are based on telephone interviews, with a random sample of 1,000 or more respondents 18 and older, living in U.S. and the District of Columbia, using random-digit-dial sampling from Feb. 1-8, 2011.

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Smart Starts Here Do you need mobile?

That standard advice to carpenters, “Measure twice, cut once,� is true for marketing as well. We use well-developed strategy tools like these proprietary research methods developed over more

By 2010’s close, 31% of all mobile consumers owned smart phones.

than 30 years in marketing communications: Marketing Matrix. Graphics that connect content, media and target markets to marketing goals Brand Messaging. Filters that clarify the selection of slogans, taglines, and other core messages Buzz-Worthy PR. Offline, online, local or global wire. Ask about our blended traditional, search

Besides the obvious, like finding your office, consumers are transferring online activity to their smart phones in dozens of ways.

and social media PR Management Program.

For one-to-one marketing assistance, contact Kurt or Dennis Kleidon or visit The Kleidon Companies website. Whether you want to plan a marketing campaign, explore new possibilities or simply learn more, we are here to help.

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Call or email to talk further about how mobile fits into your overall marketing.

dennisk@kleidon.com kurtk@kleidon.com 320 Springside Drive , Akron, Ohio 44333 330.666.5984

www.kleidon.com