Posts Tagged ‘Socialware’
Announcing the launch of SocialTurns.com
I am excited to announce the launch of a new community, called SocialTurns.com. The site is designed for financial professionals to discuss social media issues, best practices and news.
Social Media Success, Learn from the Experts
It is going to be a busy week here at Socialware. We have three webinars scheduled and each one promises to offer unique insights and perspectives on the use of social media in financial services. Here is a quick summary of each session and links to sign-up.
LIMRA and Socialware Announce Partnership
We are proud to announce our strategic relationship with LIMRA. LIMRA is a 90 year old, worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness.
New Survey Published on Advisor’s Use of Social Media
Last week we unveiled the results of our 2010 Advisor Survey – An Examination of Social Media Use by Financial Advisors across North America. As part of this survey we set out to answer the following questions: What percentage of advisors use social media for business purposes? Are firms taking the necessary steps to support [...]
Webcast: FINRA Conference Recap on Social Media
Last week FINRA held their Annual Conference in Baltimore. One of the most heavily attended sessions was the discussion on social media and Notice 10-06. Here is how FINRA described the session: “This session addresses supervision of social media, including third-party networks, firm sponsored communities and blogs. Industry panelists discuss FINRA Regulatory Notice 10-06, what [...]
Center for Due Diligence Interview
In preparation for the CFDD’s New Age Marketing Advisor Conference I did a short interview which you can hear below. // Some of the topics discussed were: – Implications and questions of FINRA Notice 10-06 for financial advisors. – Whether or not financial advisors will get value out of social networks. – How you should [...]
FINRA Annual Conference & Socialware/Smarsh Cocktail Party
The Socialware team is going to be in attendance at FINRA’s Annual Conference May 26th-May 28th. Following the release of FINRA’s Notice 10-06, Socialware has been the leading voice for driving compliant adoption of social networks like LinkedIn, Facebook, and Twitter in the financial sector. Social Media compliance is a hot issue this year. We’ve [...]
Much Ado about Facebook Fan Pages
Last week there was a ton of buzz around Facebook’s annual conference, f8. As part of that conference there was quite a bit of news for anyone that manages a Facebook Fan Page. I’ll get into that shortly. Before I do I want to announce the release of Fan Page support for Socialware Sync. Sync [...]
Tweets of the week: Cool Vendor, New Survey and Best Practices
This has been an exciting and busy week here at Socialware. In case you missed it here are the tweets of the week. To stay up to date in real-time follow @bockius and @socialware. Gartner Names Socialware Cool Vendor in Cloud Security Services for 2010 http://bit.ly/dqA2lB RT @enterprises: Social media compliance extends beyond archiving http://bit.ly/9RS7jd [...]
What a difference a month makes
I am excited to announce a lot of great changes at Socialware. Here is the quick summary (the full detail is below): We launched a new social media archiving solution called Socialware Sync aimed at individuals and small firms. We renamed Risk Manager to Socialware Compass as part of a broader re-branding effort with our [...]



