How Can Financial Services Organizations Use Social Media?

How can financial services organizations use social media to differentiate and build relationships? With tight regulations and even tighter internal compliance guidelines, there’s no free and easy posting. So, how do you get around the barriers to building relationships? Listen in as Barbara Rozgonyi interviews Chris McGuire about what’s working for his company’s financial services clients. Get ready to get creative in new ways that connect brands, experiences, and customers – while you’re still in compliance!

Financial Services Organizations Social Media Interview Key Points

  • Visuals matter
  • Make it emotional
  • Connect with values like ESG
  • Build communities around groups like women entrepreneurs
  • Differentiating between financial services firms and financial services influencers
  • Why volunteering is essential

About Chris McGuire, Director Of Client Growth and Engagement at McGuffin Creative Group, and President-Elect of AMA Chicago

For more than two decades, Chris has helped financial powerhouses like Visa, U.S. Bank, Capital One and TD Bank discover ways to motivate consumers to act. He has experience working for industry leaders like MRi, The Ignition Network, Leo Burnett, DraftFCB, and PromoGroup. 

McGuffin Creative Group is a marketing and advertising agency dedicated to banks, financial services and healthcare organizations investing to grow their brands and motivate sales. 

Before joining McGuffin, Chris launched a digital promotion agency, Slant Marketing, and grew it to more than 25 people. An expert in marketing and promotions, Chris is frequently quoted in trade publications and is a featured guest on podcasts offering insights into how technologies impact consumer interactions with brands. Chris serves on the AMA Chicago Board of Directors, as Director of Sponsorship since 2019 and is the chapter’s next President-Elect. Chris also currently serves on the ANA Midwest Chapter’s B2B Committee, has served on the ANA Promotion Committee, and participated as a speaker at the ANA Law Conference. Currently, Chris serves as secretary of the local school council at Newberry Math and Science Academy in Chicago. During his free time, you’ll find Chris playing tennis, cycling the lakefront, attending events around the city and hanging with his lovely wife and two adorable daughters.


Connect with Chris McGuire on LinkedIn

Learn more about McGuffin Creative Group

How did they meet?

Chris and Barbara met via AMA Chicago when Barbara moderated the Social Media 2022 trends panel at Morningstar. But, their paths probably crisscrossed over the years of attending all kinds of cool Chicago-based marketing events. 

About Growing Social Now

Produced for both aspiring and recognized digital thought leaders, this show focuses on how social media contributes to creating and sustaining business, Barbara interviews friends in high places. Tune into smart insights, cool tips, and lots of laughs.

About Barbara Rozgonyi

Barbara Rozgonyi leads CoryWest Media, a creative marketing communication consultancy that attracts attention, builds brands, and connects communities. Named after Barbara’s mother and grandmother, CoryWest Media inspires innovation as it fuels growth. Barbara is an international trends speaker with a Hungarian heritage, digital marketing advisor since 2002, and sales leadership guide for all types of teams. With future vision, Barbara began publishing her top-ranked blog, wiredPRworks, in 2006. An early social media advocate, Barbara founded Social Media Club Chicago in 2008. Her podcast, Growing Social Now, launched in 2021. She serves on the National Speaker Association Carolinas Chapter’s board of directors as Vice President of Marketing and lives in Charlotte, North Carolina right between the Blue Ridge Mountains and the Atlantic ocean.

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