Slide deck from our video webcast, How to Make Video Work in a Financial Firm: A Case Study with Eaton Vance. Get real tips from Robyn Tice, Vice President, Director of Global Media Relations at Eaton Vance, on her journey with video, including: Making a business case for video Navigating compliance requirements Best ways to use video in PR How to measure success

1. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
How to Make Video Work in a Financial Firm:
A Case Study with Eaton Vance
Marianne Rocco
Marketing Director
VideoLink
Robyn Tice
Vice President, Global Media Relations
Eaton Vance

2. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Welcome
Use the form below the video window to submit questions
Tweet us using the hashtag #VLWebcast or @VideoLinkLLC
This webcast will be recorded for on-demand viewing
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance

3. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Lessons Learned
Conversational
Storytelling
Infographic Style
Customer-centricity
Embrace compliance
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance

4. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Navigating Compliance
Partnership
Socialize content
Focus less on products
Broader concepts, fewer specifics
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance

5. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Communication and Video
External
Live TV interviews
Media Advisories
Special event coverage
PM Strategy Overviews
Internal
Employee meetings
Education/Info sharing
Contests (Elevator Pitch)
Wholesaler testimonials
Wholesaler info sharing
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance

6. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Distribution Channels
Web
Non-traditional
Tutorials
Scenarios
Press
Media Advisories
Events
Employees
Business Ambassadors
Wholesalers
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance

7. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
When is video a success
Production process
Engagement
Right audience, right time
Optimizable
Cost :: time ratio
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance

8. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Strategic Video = Business Success
Optimize content:
relevant, re-useable and re-packagable
Visual engagement
Amplify messages
Simplify concepts
Qualified visitors
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance

9. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Have a question?
Marianne Rocco
marianne.rocco@videolinktv.com
@VideoLinkLLC
Robyn Tice
rtice@eatonvance.com
@EatonVance
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance
Submit your questions for Marianne and Robyn.
Use the form below the video window to submit questions.
After the webcast:

10. Copyright © 2014. All rights reserved | VideoLink.tv when your image is on the line
Thank You
The Professional Association for Investment Communications Resources.
paicr.com
Webcast: How to Make Video Work in Financial Services: A Case Study with Eaton Vance
Robyn Tice
Vice President, Global Media Relations
Eaton Vance
Rich media online presentations and webcasting.
knowledgevision.com