Socialware Blog
Posts Tagged ‘Financial Services’
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.
How CIOs and Other IT Leaders Can Enable Social Business
Former Salesforce.com CIO Kirsten Wolberg talked about how often CIOs and other IT leaders are “at the nexus of saying ‘No’,” and how refreshing it is to be able to say “Yes” to new initiatives or tools that enable better business outcomes—especially in areas like social.
2012 Predictions for Social Media in Financial Services
Last week I sat down with Socialware CEO Chad Bockius for our 2012 Predictions webinar, in which we discussed the social media trends he sees emerging in financial services. Now you can listen to the archive of the webinar to hear why Chad thinks that this is the year when social business gets personal, along with his specific predictions for consumers, financial advisors, regulators, and enterprises.
Social Business — Navigating 2012
The entire social media landscape has evolved quickly on the regulatory front, the technology front, and also very importantly, best practices as financial advisors develop new and strengthen existing business relationships with social media.
Financial Firms: Social Media Lessons Shared
Throughout 2011, all of us at Socialware have had the opportunity to share numerous conversations across firms, departments and advisors about social media.
The 80/20 Rule Applies to Social Media Users Too
Today’s top advisors will not be tomorrow’s top 20%. Social media technologies are a disruptive force that will shift the balance of power much quicker than people expect. If you are starting now, you have an advantage that you might not see again in your lifetime.
Networking on Social Media
With numerous industry conferences this fall with dedicated conversations about social media, our team is looking forward to many opportunities to speak with future and current customers.
What is the real impact of social media for financial advisors?
In 2010, the Socialware team conducted a survey of financial advisors to learn more about the use of social media for business, the challenges they faced, and more. We just released the 2011 version of the survey results with even more data.
5 must read social media articles
The news regarding social media, particularly in financial services, continues to surround each of us. In recent weeks, there have been updates on the regulatory front, companies launching enterprise social media programs, tips and best practices shared to navigate the world of social media, and more.
Drawing the Line- Personal and Professional in Social Media
In the first of a joint webinar series, speakers from Distribion, LIMRA and Socialware discuss numerous questions and perspective on personal and professional use of digital and social media.
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