SocialwareSocialware Blog
LinkedIn Financial Services Summit: Key Themes
Consumers are using social media at a breakneck pace, but the financial services community has not yet caught up with these new social habits. That was a key theme that emerged from today’s LinkedIn Financial Services Summit in New York. Many speakers emphasized that financial services firms need to do a better job of using social technologies to provide the engagement that socially enabled clients now demand.
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LinkedIn Financial Advisor Survey: Trends and Opportunities
Financial advisors are using social media more than ever, and they’re winning more business than ever with it. That’s the top-level takeaway from an extensive survey of financial advisors that LinkedIn has just carried out in conjunction with FTI Consulting. The survey findings are being released in connection with the LinkedIn Financial Services Summit underway today in New York City. Later in the day we’ll be reporting more from the Summit—where Socialware CEO Chad Bockius is a presenter—but we wanted to share some of that data with you now.
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LinkedIn: Compliance for Financial Professionals
Regulated professionals must be careful to maintain compliance in all of their business communications, whether that means newspaper ads, the telephone, old-fashioned paper letters, or the newest social media platforms. In particular, firms and advisors have to ensure that their use of LinkedIn is compliant.
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LinkedIn: Business Hub for the Financial Professional
Our relationship with LinkedIn lets us see the emphasis that they are putting on financial services and on serving the needs of financial professionals. Conversely, our hands-on work providing social media training for the professionals in our client firms gives us detailed information on how they are using LinkedIn to cultivate business.
read more
Compliance
LinkedIn: Compliance for Financial Professionals
Regulated professionals must be careful to maintain compliance in all of their business communications, whether that means newspaper ads, the telephone, old-fashioned paper letters, or the newest social media platforms. In particular, firms and advisors have to ensure that their use of LinkedIn is compliant.
Financial Professionals
LinkedIn Financial Advisor Survey: Trends and Opportunities
Financial advisors are using social media more than ever, and they’re winning more business than ever with it. That’s the top-level takeaway from an extensive survey of financial advisors that LinkedIn has just carried out in conjunction with FTI Consulting. The survey findings are being released in connection with the LinkedIn Financial Services Summit underway today in New York City. Later in the day we’ll be reporting more from the Summit—where Socialware CEO Chad Bockius is a presenter—but we wanted to share some of that data with you now.
Social Business
LinkedIn Financial Services Summit: Key Themes
Consumers are using social media at a breakneck pace, but the financial services community has not yet caught up with these new social habits. That was a key theme that emerged from today’s LinkedIn Financial Services Summit in New York. Many speakers emphasized that financial services firms need to do a better job of using social technologies to provide the engagement that socially enabled clients now demand.
Social Technology
CIOs: Recruit Stakeholders for Your Social Media Rollouts
With both cloud and social applications, there is a tendency for marketing or sales teams to adopt new technologies without consulting IT. When unforeseen integration issues come up, those issues are thrown over the wall for IT to solve. Too often, it’s only at that point that the stakeholders who should have been in the room initially are brought together. The better approach, of course, to get the right people in the room from the start. So who are the right stakeholders for social technology rollouts?
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LinkedIn Financial Services Summit: Key Themes
May 10, 2012 14:05 -
LinkedIn Financial Advisor Survey: Trends and Opportunities
May 10, 2012 06:05 -
LinkedIn: Compliance for Financial Professionals
May 1, 2012 07:05 -
LinkedIn: Business Hub for the Financial Professional
April 26, 2012 07:04 -
3 Key Themes from the Facebook Marketing Developer Conference
April 19, 2012 09:04
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Tim Walker:
Good point, Mark. And we've seen this happen already among the advisor populatio -
mark newcomer:
Good stuff Tim. I think your last comment is really apropos. At what point may l -
Tim Walker:
Thanks, Sheri. It's only a matter of time before most FAs are using social media -
Sheri Fitts:
This is fabulous content to site, specifically as it relates to the financial ad -
Tim Walker:
Thanks for the comment, Rich. It will be interesting to see how advisors adapt t
SocialTurns
Recent Articles
LinkedIn Financial Services Summit: Key Themes
Consumers are using social media at a breakneck pace, but the financial services community has not yet caught up with these new social habits. That was a key theme that emerged from today’s LinkedIn Financial Services Summit in New York. Many speakers emphasized that financial services firms need to do a better job of using social technologies to provide the engagement that socially enabled clients now demand.
LinkedIn Financial Advisor Survey: Trends and Opportunities
Financial advisors are using social media more than ever, and they’re winning more business than ever with it. That’s the top-level takeaway from an extensive survey of financial advisors that LinkedIn has just carried out in conjunction with FTI Consulting. The survey findings are being released in connection with the LinkedIn Financial Services Summit underway today in New York City. Later in the day we’ll be reporting more from the Summit—where Socialware CEO Chad Bockius is a presenter—but we wanted to share some of that data with you now.
LinkedIn: Compliance for Financial Professionals
Regulated professionals must be careful to maintain compliance in all of their business communications, whether that means newspaper ads, the telephone, old-fashioned paper letters, or the newest social media platforms. In particular, firms and advisors have to ensure that their use of LinkedIn is compliant.
LinkedIn: Business Hub for the Financial Professional
Our relationship with LinkedIn lets us see the emphasis that they are putting on financial services and on serving the needs of financial professionals. Conversely, our hands-on work providing social media training for the professionals in our client firms gives us detailed information on how they are using LinkedIn to cultivate business.
3 Key Themes from the Facebook Marketing Developer Conference
At the Facebook Marketing Developer Conference, I was struck by the repeated emphasis on cooperation across the whole Facebook ecosystem. This is important because it helps Facebook, Socialware (and other developers), and our clients deliver the best experiences for end users. It may sound touchy-feely, but if we do it right, everybody wins.
CIOs: Recruit Stakeholders for Your Social Media Rollouts
With both cloud and social applications, there is a tendency for marketing or sales teams to adopt new technologies without consulting IT. When unforeseen integration issues come up, those issues are thrown over the wall for IT to solve. Too often, it’s only at that point that the stakeholders who should have been in the room initially are brought together. The better approach, of course, to get the right people in the room from the start. So who are the right stakeholders for social technology rollouts?
Social Media- More Conversations Needed
At a conference panel earlier this week, I had the pleasure of moderating a discussion about social media with representatives from Legg Mason and AIG Advisor Group. We covered a lot of ground discussing questions including:
Most Recent News on Social Media Compliance: 3 Perspectives
Earlier this month, we talked about our view that 2012 is the year for firm-wide adoption of social media in financial services. Just in the weeks since then, we’ve seen still more evidence that this view is spreading rapidly across the industry. More and more, the use of social media by financial firms is no [...]
Social Media Sales and Distribution: Harnessing New Technology
At the recent LIMRA Distribution conference, social media experts from Socialware joined sales and distribution leaders from the life insurance sector to discuss new ways to harness social and mobile technologies to drive business. We’ve captured some of the key takeaways from the conference — and other observations on the rapidly changing business landscape for financial services in this webinar, now available on demand.
How to Out-Recruit Your Competition With Social Media
In recent years, social media have become nothing short of necessary tools in the world of recruiting. Ask any recruiter and they’ll likely tell you that LinkedIn is their first destination when searching for new talent. But if you’re worth your weight as a recruiter, you probably already know the value social media in YOUR daily life. But what about the rest of your firm? Are you able to leverage the entire workforce to power world-class recruiting?