Playing by the rules on social media

JP Morgan is a US-headquartered multinational investment bank and financial services company. It needed help to understand the landscape of competitor social media activity and what its own bankers could share without breaking FINRA regulations.


We created an advisory report to show social media usage investment banking and trading. The report was built from analysis of social media activity of individuals at competitor organisations, breaking down themes and formats of content shared and comparative effectiveness.

We dug into the FINRA guidelines to discover the forms of communication and content that bankers would be able to share and what systems would need to be put in place for them to do so, providing recommendations based on our research.


JP Morgan’s communications team used the research and recommendations in the planning and development of its digital framework.

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