Webinar: Social Media in Finance 2021 by Social Tree Global

Social Media in Finance 2021

About This Webinar

Now into its 4th instalment, Social Media in Finance 2021 aims to help you harness the power of social media in the finance sector.

With some fantastic speakers from the likes of LinkedIn, UBS and Fidelity Investments, if you are in marketing, communications or the social media space within finance, you do not want to miss this.

Check out our full agenda by visiting our site above and register for FREE with our bronze package.

We hope to see you on June 23rd 2021 9-6 BST

The Social Tree Global Team

Presenters

James Saward-Anderson

Co-Founder of Social Tree Global

My mission is to help people and brands in Finance & Healthcare harness the power of social media by creating meaningful conversations with the people that matter most to their business.

I achieve these goals by creating intelligence platforms which attract some of the brightest minds in social media. With their help, our business seeks to answer the business-critical issues which marketers’ and communications professionals experience on Social.

Our business also helps senior executives harness the true power of their personal brands to help them engage with their employees and their customers.

I use LinkedIn to share my insights into the evolving landscape of B2B social media communications, with my content focusing on the realities of running a business and how social media is transforming the way businesses engage with each other.

I am also focused on taking the lessons of physical fitness and translating them to the business world. I am the current world record holder in Kettlebell sports, held since 2014.

Benedict Kingsmill

Senior Client Partner, Enterprise, Financial Services Vertical at LinkedIn

Benedict began his career in consumer advertising, working across numerous International clients in sectors as diverse as FMCG, Financial Services and Automotive at Agencies including McCann Erickson and JWT. He went on to develop a stella career in Brand consultancy including 7 years as an Equity partner of Goosebumps Brand consultancy, then Europe’s most awarded agency for Brand Transformation. Following a successful exit Benedict pivoted to join the Global Sales Organisation at LinkedIn where he leads the Enterprise Financial Services team for LinkedIn Marketing Solutions. In his current role at LinkedIn Benedict brings his consultancy experience to help Enterprise Financial Services businesses achieve their Marketing objectives on LinkedIn.

Sarah Baier

Head of Global Digital Marketing at UBS Asset Management

Sarah holds a dual master degree in International Business & Strategy/ International Marketing from INSEEC Paris/ Munich Business School.
She started her professional career in FMCG industry before changing from IT into Finance. Through her diverse job positions, she could gain a good overview about different industries, whereas at the end, she specialized herself in the niche of asset management.

After three years of working for Aberdeen Asset Management as a Swiss marketing manager, she joined UBS in 2016 as digital marketing specialist before taking over the team, being able to fill the role as Head Global Digital Marketing.

As trusted advisor to CMO and marketing leaders on how to use digital marketing techniques, like personalization, A/B testing and the implementation of data-driven marketing approaches to improve marketing effectiveness and create better engaged customers and top to grow business revenue.

With her passion for social media marketing, she loves to enable organizations to use the full potential in social media storytelling and enables brand ambassadors for social sharing and social selling activities.

Damian Horner

Co-Founder & Chief Creative Officer at Real Vision

After studying Psychology, Damian began his career in Advertising and Design. He worked at some of the biggest advertising agencies in Europe before co-founding a creative hotshop where he won multiple awards.

He was listed as one of ‘The 100 Most Influential People in Media’, starred in a BBC series about advertising and even worked with Damien Hirst on a campaign that was later exhibited at the Tate Modern Gallery. In his spare time he also curated a major exhibition at The Design Museum in London.

Following the sale of his agency to a major global network, Damian spent a year travelling through the French Canals to Spain with his young family in a wooden boat. He co-wrote the story of their adventure with his wife – and their book was published internationally (hardback and paperback) by Orion. Damian lived in Spain for ten years and from that base he worked globally as a marketing strategist with clients such as Microsoft and Universal Records. He also worked in the book industry where he is particularly well-known for his strategies for many famous authors including JK Rowling, Lee Child, Jodi Picoult and Stephen King. Damian was part of the core team that conceived ‘Belgravia’ the multi-media story app developed with Julian Fellowes of Downton Abbey fame. This was subsequently turned into a successful novel and television series. Damian then went on to conceive and develop an award-winning, No.1 gaming app that was highlighted by Apple for its revolutionary and genre-bending approach.

Now Damian is the Co-Founder and Chief Creative Officer of Real Vision. Real Vision is a disruptive financial media brand, created to help investors understand the complex world of finance, business and the global economy, with in-depth analysis from real experts. Real Vision has over 500,000 members worldwide The video platform delivers exclusive, long-form interviews, research, documentaries and analysis from impossible to access guests and the sharpest minds in global finance. In addition, Real Vision is commissioned by leading financial services brands to develop content strategies and bespoke video productions.

Joel Leeman

Brand Content Manager at Refinitiv

Joel leads the Brand Content Team in the global Content Studio at the London Stock Exchange Group (LSEG), having joined in early 2021 as part of the Refinitiv acquisition. In his current role, he leads the cross-functional Data Insights Team and serves as an executive producer for financial media series including documentaries, The Big Conversation, The Big Explainer, Data on the Data and Data Moments.

Prior to LSEG and Refinitiv, he held a variety of digital, social and content roles at Thomson Reuters, eventually leading efforts across global corporate social media channels, thought leadership blog, and tr.com. Career highlights include interviewing Canadian Prime Minister Justin Trudeau, leading coverage of events like the World Economic Forum annual meeting and the White House Correspondents’ Dinner and taking an immersive CX gallery across three continents.

Lionel Guerraz

Digital CRM Global Wealth Management Client Coverage | Executive Director at UBS Asset Management

Lionel Guerraz leads a Growth Team at UBS Asset Management. In this role, he helps Relationship Managers, Client Advisors and Investment Advisors guide their clients to invest in the financial markets with investment funds, by designing and orchestrating digital investment content strategies and marketing campaigns.

From 2012 to 2016, he was Sales Manager of the Ultra High Net Worth segment at UBS Wealth Management and was responsible for setting sales priorities, coordinating sales initiatives and distribution of investment content to Front Office teams to meet annual revenues and net new money objectives.
Prior to this, Lionel held different roles at UBS Investment Bank, as a Product Specialist, promoting the Securities Lending business and Lead Business Analyst in the Credit and Market Risk team.

Before joining UBS, Lionel worked at Deloitte in London as a risk management consultant involved in the global energy markets.
Lionel holds a Master of Science from the Institut National des Télécommunications and a Master of General Management from the Institut d’Administration des Entreprises.

Tawnya Zwicker

Marketing Manager at Vanguard

Tawnya Zwicker is a social media and content consultant with a focus on financial services. Through tangible metrics and analytics blended with a drive towards creative storytelling, her desire to engage and compel audiences has led her to lead major campaigns, social media launches, and the development of award-winning digital content.

Bret Clancy

Director, Social Media

Bret Clancy is Director of Social Media at Fidelity Investments. He is primarily responsible for all Instagram content strategy and also manages a number of other social platforms across multiple lines of business for both personal, workplace, and institutional investing.

Max Hannah

Co-Founder of Social Tree Global

Maxwell Hannah is the co-founder of Social Tree Global, which is now recognized as one of the leading authorities on social selling and social media marketing. His mission with Social Tree Global is to help professionals and brands take advantage of social media and dominate it. They provide solutions that arm clients with intelligence and social media awareness so they can reach their goals and achieve their full potential. In his role at Social Tree Global, he is responsible for setting client strategy and pioneering new ways to harness the power of social media. His approach is innovative and, alongside James Saward-Anderson and his own expertise, they have managed to build one of the fastest-growing B2B social media agencies in Europe. Today’s world is so focused on digital media and Max understands this perfectly, which is what allows him to always find new approaches to marketing and sales. Both social media and the market are volatile and constantly evolving, but Max has proven to be capable of staying on top of the trends. Social Tree Global provides a fresh approach to social media to boost corporate brands and allow them to stay relevant in such a fast-paced world so they can reach their goals.

Tim Hyde

CEO of TWH Media

Tim is an award-winning marketer who specialises in Social Media Marketing, Acquisition Strategy and Brand Strategy.

Since starting TWH Media, Tim has strategised and executed marketing plans for six and seven figure crowdfunding raises as well as spending more than £16million a year on performance advertising.

In 2019, Tim worked with 3 different Fin-tech Unicorns to leverage multi-media strategies to drive acquisition across global markets.

As a business consultant focused on growth, product and viral marketing, Tim has pioneered the top 9 most engaged live streams, by a brand, ever.

Having worked at TheLADbible and Social Chain Tim has managed some of the biggest social media communities on the planet and leveraged these channels to engage young people and influence their purchase decision.

As a founding team member for TruFan Tim was part of the founding team and has helped the business privately raise $4,100,000 in funding.

As a Public Speaker and Brand Consultant Tim has spoken in front of the likes of UFC, ASICS, Eurosport, Apple Music, Unicef and MyProtein as well as helping organise talks at Universities, WeWork, Glug Events, Social Media in Finance and has Keynoted for Sky.

Sophie Rose

Account Manager

Ian Taylor

Executive Director at CryptoUK

Natalie Hall

Marketing Director at CryptoUK

Amelie Aras

Marketing Director at Zumo Money

Amelie is, first and foremost, a marketing and communications professional, with background in the fintech and financial services sectors. She joined Zumo during a period of intense growth in the fintech industry. Most recently, she was celebrated in the Fintech Time’s ‘Rising Women in Crypto Power List’, but many know her as the first woman to travel the world using only Bitcoin. Amelie’s personal mission is to bring fun and accessibility to Fintech and crypto. She is
immensely passionate about supporting sustainable initiatives and collaboration in the
fintech and crypto world.

Sam Shrager

Head of Marketing at BCB Group

Sam Shrager is Head of Marketing for BCB Group, Europe’s leading provider of business accounts and trading services for the digital asset economy. Sam is a marketing and PR / comms executive with significant experience working in the financial services industry and more recently in the crypto and blockchain sector.

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