Posts Tagged ‘Socialware’
Helping State and Local Government Agencies Get Social
Our very own Chris Richter was recently interviewed on Federal News Radio 1500. The topic was social networking use at state and local government agencies, how to protect the agencies infrastructure and how to ensure compliance with laws, such as the Freedom of Information Act. Some of the questions answered in the interview are: – [...]
Social Networking: Going Online Without Crossing the Line (Research Magazine Cover Story)
In the March edition of Research Magazine they take a detailed look at the challenges financial advisors face in dealing with social networking sites like Facebook, Twitter and LinkedIn. As they point out “Some have blocked access to networking websites from advisor workstations. At least one broker-dealer requires new hires to delete their LinkedIn profile [...]
New research report on the use of social at work
Every day we are flooded with statistics about social media use, companies defining policies, companies blocking access and even companies forcing employees to delete their LinkedIn account. Well today is no different. Manpower, a world leader in the employment services, released a report that surveyed over 7,700 business in the Asia-Pacific region. Their findings are [...]
Real world advice for independent advisors, an interview with Kristen Luke
Kristen Luke, from Wealth Management Marketing, was gracious enough to spend some time talking through her work with independent investment advisors and financial planners. We specifically discussed social networking, what’s holding her clients back and how they are dealing with SEC and FINRA compliance issues. 1. Tell me a little about your background and Wealth [...]
FINRA Webinar: Compliance Considerations for Social Networking Sites
If you happened to miss it, FINRA hosted the Social Networking Compliance webinar this afternoon. Here is a summary from their site on what was scheduled to be discussed: “This webinar covers compliance and regulatory considerations when using social networking sites to communicate firm business. With the advent of Facebook, LinkedIn, MySpace and Twitter, business [...]
Straight to the point interview on Blogtalkradio
I had the pleasure of talking with Jeff Majka on Blogtalkradio this afternoon. Jeff is the Director of Marketing and Business Development for Strategic Communications Group, a nationally recognized public relations agency that develops and executes integrated PR and business development strategies for technology companies. He also runs Straight To The Point, a podcast focused [...]
New Socialware Release: Tag, Search, Export and more
This past week has been busy for the team here at Socialware. The big news earlier in the week was the launch of our Companion Guide to FINRA Social Networking Compliance. In addition we also had a product update that included some great new capabilities. First you will notice a design and usability overhaul for [...]
Just released: Companion Guide to FINRA Social Networking Compliance
Yesterday FINRA surprised everyone by releasing Regulatory Notice 10-06, titled “Social Media Web Sites – Guidance on Blogs and Social Networking Web Sites.” Since September of 2009, FINRA created and has been working with a Social Networking Task Force to discuss “how firms and registered representatives could use social sites for legitimate business purposes in [...]
When is a social media policy not enough?
As more and more companies race to adopt social technologies they inevitably ask the question, “what should our policy be?” Depending on the industry and the company you will find a wide range of policies. Some are a few paragraphs and some are literally pages long. If you are looking for some examples here is [...]
Building a culture of passion, excellence and fun
Do you build a company culture or does it emerge by making the right decisions about the people that you make part of your early team? The truth likely lies somewhere in the middle, i.e. having the right group involved with a company that have a shared passion is critical but you also have to [...]



