SocialwareSocialware Blog
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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
Articles By: Tim Walker
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.
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?
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.
Mitigating the IT Risks Posed by Social Media
As a person who entered the industry in 1983 by helping open an Apple dealership, I find today’s personal and business technology landscape extraordinary. Equally interesting is how Internet use has evolved and users have adopted social networking as their preferred method to communicate. As users change where and how they use the Internet, so do the bad guys. Like lions in the Serengeti, the bad guys go to the “watering holes” on the Internet, seeking their next victims.
Social Media Compliance in 2012: Call for Comments
During our 2012 predictions webinar, Socialware CEO Chad Bockius predicted that this would be the year when the financial services industry would begin to see strong enforcement of social media compliance regulations. Two months into 2012, what changes are underway in the social media compliance landscape? And what developments do YOU think are still to come?
IT Forum Addresses Social Media Challenges of CIOs
A few days ago Socialware convened its first IT Forum in New York City. Technology leaders from financial services firms, technology vendors, the social networks, and Socialware itself met to discuss the pressing issues created by the widespread adoption of social media at the enterprise level.
Webinar Series: Four Steps to LinkedIn Success
If you’re a financial advisor, life insurance agent, or other financial professional, you need to be using LinkedIn to build your network and book of business. LinkedIn and Socialware are working together to ensure that financial professionals have the knowledge and tools they need to get the most out of LinkedIn as an effective business platform.
Social Media for RIAs in Massachusetts: The Fourth Castle
Now we have both the SEC and the Commonwealth of Massachusetts issuing guidance for Registered Investment Advisors. We have seen securities regulators, insurance regulators, and now RIA regulators all say the same things: Yes, social media is an exciting new form of communication. Yes, we will apply existing rules to this new technology.