Facebook Financial Services Content Opportunity Analysis™ Q4 2022

Key Takeaways

Top content opportunities in Q4 for the Financial Services audience include:

• Success Strategies & Inspiration: Clips from business coach and speaker Jack Wu (JW Success). Wu’s content targets entrepreneurs and individuals striving for financial success. 

• Economic Outlooks: Expert economists and financial analysts share informed perspectives on the current state of global markets and economic trends in interviews, podcast clips, and webinars. 

• Tax Break Tips: In these videos, finance influencers break down specific tax rules and explain how they can be used to reduce the burden of personal tax owing. 

• Debt & Borrowing: These videos share information on the most effective ways to leverage and pay back debt.

‍

How the Social Content Opportunity Analysis™ Methodology Works

1. ‍Measure & Categorize Posts. Sample a large number of social posts to find ones that are significantly outperforming the average.
2. Identify Top Themes. Identify the themes that are resonating most with the audience by sorting the themes by their aggregated performance metrics.
3. Measure The Benchmark. Identify content themes that are performing above and under an average benchmark for the industry based on views & engagements.
4. Identify & Rank Opportunities. Look at the data and find the content themes that are resonating with the audience based on a set of top creators.
5. Repeat For Each Platform. Repeat the analysis for every platform that matters to your brand and audience to find platform-specific opportunities.

‍

Facebook Content Bucket Definitions

• Success Strategies & Inspiration: Clips from business coach and speaker Jack Wu (JW Success). Wu’s content targets entrepreneurs and individuals striving for financial success. 
• Economic Outlooks: Expert economists and financial analysts share informed perspectives on the current state of global markets and economic trends in interviews, podcast clips, and webinars.
  
• Tax Break Tips: In these videos, finance influencers break down specific tax rules and explain how they can be used to reduce the burden of personal tax owing. 
• Debt & Borrowing: These videos share information on the most effective ways to leverage and pay back debt.
• Inflation Impacts: Videos that examine the impact of inflation on stock prices, interest rates, and spending trends.
• Building Credit: These videos describe strategies to build and improve your credit score.
  
• Smart Spending: In the videos, banks and finance influencers provide tips to increase savings by changing spending habits.
• Investment Funds: Educational videos that explain what an investment fund is and how to buy in, or rank top-performing index funds.
• Travel Tips: In these videos, creators discuss the credit cards and loyalty programs they use to save money on flights, hotels, and rentals. 
• Employee Spotlight: Videos highlighting a standout employee and sharing their personal story or a specific interaction with a customer.
• Real Estate Investing:  This content answers questions about down payments, interest rates, and how to earn income from short-term rental properties.
• Personal Finance Advice: These videos are from finance influencers and share advice and information on budgeting, investing, and borrowing to build wealth or reduce debt over time.
• ‍Banking 101: These videos educate viewers on different types of accounts and their benefits and share tips for avoiding fees and securing online banking.

‍

Success Strategies & Inspiration and Economic Outlooks are extreme performing content opportunities, averaging 3X the views & engagement rate on Facebook.

‍

Excellent performing content categories for the Financial Services audience on Facebook include:

‍

Good performing content categories for the Financial Services audience on Facebook include:

‍

Substandard performing content categories for the Financial Services audience on Facebook include:

‍

Low performing content categories for the Financial Services audience on Facebook include:

‍

Extreme Performing Segment:

Success Strategies & Inspiration

Clips from business coach and speaker Jack Wu (JW Success). Wu’s content targets entrepreneurs and individuals striving for financial success. These video clips are from recordings of Wu’s speaking engagements.

Tactics to Implement:

• Single Topic Focus: Videos are snippets from full-length talks given by Wu and highlight a single topic or idea.
• Video Caption & Title: Titles are concise descriptors of the conversation topic and additional details are provided in the caption.
• On-Screen Text: On-screen text captures key takeaways in bright and bold font and is shown for 5 seconds.

Top Format:

• Duration: 3:27 & 2:18 seconds
• # of Hashtags: 18 & 16

344K Views

‍

356K  Views

‍

Economic Outlooks

Expert economists and financial analysts share informed perspectives on the current state of global markets and economic trends in interviews, podcast clips, and webinars. Top videos in this category were clips from Scotiabank’s podcast, Perspectives.

Tactics to Implement:

• Visual Elements: Scotiabank’s podcast clips are paired with speaker headshots, titles and subtitles to add video context and make it easy to follow along.
• Short & Sweet: These videos are 20-30 seconds in length.
• Current: Content covers current financial events and addresses news that has come out within the same week.

Content Opportunity:

• Links: When posting clips from other content sources, include links to the original source in captions or titles to funnel viewers back to your content. 

51K  Views

‍

164K Views

‍

Content Opportunities:

1. Tax Break Tips

In these videos, finance influencers break down specific tax rules and explain how they can be used to reduce the burden of personal tax owing.

Tactics to Implement:

• Supporting Visuals: Your Rich BFF uses a green screen to overlay her video on top of images and text that aid in her explanation of a 529 Plan and the associated tax breaks.
• Roleplay Skits: The Legacy Investing Show uses an example to describe how trusts can be used to avoid estate and capital gains tax by acting out a dialogue between a son and a father.

Content Opportunity

• First Impressions: Optimize captions and thumbnail images for increased click rate like these creators have done; The thumbnail in this video includes the text  “How THE RICH set up their kids for success!!” and this video’s caption reads “HOW THE ULTRA WEALTHY STAY WEALTHY”.

‍

2. Debt & Borrowing

These videos share information on the most effective ways to leverage and pay back debt.

Tactics to Implement:

• TikTok Trends: Creator, Your Rich BFF, created this video in response to the viral Tiktok trend started by cajunventures.
• Repurposed Content: Both videos were first posted on these creators’ TikTok accounts. 
• High-Earning Creators: Your Rich BFF and Legacy Investing Show leverage their own high incomes and net worths to attract viewers with wealth-building goals and an interest in investing. 

‍Top Format:

• Duration: 0:35 & 0:45
• # of Hashtags: 13 & 8

‍

Outliers:

These videos were omitted from their content buckets as ‘viral’ outliers for exceeding 3x the views and engagements of their respective benchmarks.

Millionaire Interviews

Content: This video is from Graham Stephan and features an interview with creator and entrepreneur, Mr. Beast. The conversation digs into Mr. Beast’s business model and plans for the future.

2.4M Views

‍

Portfolio Review

Content: In this video, personal finance guru, David Ramsey, reviews Graham Stephan’s investment portfolio and shares tips from his own experience investing in real estate. 

1.3M Views

‍

Banking 101

Content: This video reveals banks that charge overdraft fees. It was originally posted to Chime’s TikTok account and used the stitch feature to follow the ‘normalized’ scams TikTok trend that went viral with this video. 

814K Views

‍

Employee Spotlight

Content: This video from Soctiabanks’ series, Humans of Scotia, features an employee leading digital accessibility. The video serves as a way to celebrate an employee and highlight Scotiabank’s commitment to inclusion through accessible technology.

144K Views

‍

Inflation Impacts

Content: This text-based video from Scotiabank shares a timely update on an interest rate hike. The video itself includes a few sentences while the caption consists of a long-form explanation with quotes from the Bank of Canada.

142K Views

‍

*Facebook Reel Views Unavailable