Advisory
Services

1 

Marketing Consultation

Sometimes an outside perspective can help you achieve a greater success on shorter timeframes. Other times, there can be tremendous value in taking pressure off internal teams and adding bench strength to important initiatives. No matter what the goal, IMI Advisors can provide productive collaboration and insight.

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• Strategic Planning

• Cyber and Security Breach Communication Plans

• Social Media Audits

• Competitive Communication Audits 

2

Social Media

From analyzing your current social media implementation to helping you ​evaluate and initiate new channels and programs, we have deep expertise in leveraging online communities to help reach business goals.

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• Social Media Process, Protocol and Policies 

• Channel Startup and Activation

• Channel Management Guidelines

• Evaluation, Measurement and Analytics 

3

Training and Education

Dr. Zalman's background in higher education, marketing, and the financial services industries offer a uniquely powerful combination for supporting professional learning. Whether you need a conference key note or team training sessions, IMI Advisors can present key industry insights in interesting, memorable, and actionable ways.

• Social Media Platform Functionality and Terminology 

• Social Media 101 

• Team Webinars and Educational Exercises 

• Compliance Related Topics

• Technology and Compliance Tools 

4

 Compliance Consultation

Dr. Zalman was key participant in drafting the very first model regs for the use of social media in insurance. Since then, her insights and attention to the industry have helped countless financial services companies optimize their marketing while managing risk exposure.

• Policy and Procedure Governance 

• Risk Management 

• Departmental Audits and Monitoring Programs

• Reporting and Records Management