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Safe and Successful Social Media for Financial Services

Presenters are Chad Bockius, Socialware CEO and Bob Hansmann, Blue Coat Sr. Security Technology Evangelist, Americas.
Social media use continues to grow rapidly among financial services professionals. The second largest segment on LinkedIn is financial services. 2011 industry data shows that nearly 50% more financial advisors are using social networks for business purposes than were in 2010. Financial services is a relationship driven industry which makes it ideally suited for social networking.

While there are many advantages of social media, there are also challenges including compliance, security, and performance impact. These challenges require education, training, and technology. Understanding and overcoming the risks of security issues like malware are crucial to safe and effective social media use.

View this joint webinar between Socialware and Blue Coat, leaders in social business software for financial services and Web security and WAN optimization solutions for a discussion covering the key issues and practical solutions for unlocking the potential of social media without the exposing your firm to unnecessary risks.
Sep 27 2011
61 mins
Safe and Successful Social Media for Financial Services
compliance security social media malware
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US Financial Advisors

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Social Networking in a Regulated World

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  • Social Business Strategy & Execution: Learnings From Early Adoption Efforts Recorded: Oct 4 2012 56 mins
    The question still exists of how can financial services firms can effectively and compliantly integrate social media to support business goals. This webinar will tackle that issue with Steve Holstein, CMO of Guardian, discussing his organization's social business process and lessons learned from providing social media tools to the field. Based on working with early adoption programs, Chad Bockius of Socialware will then breakdown a framework for how to build a plan that delivers business results. You'll walk away equipped to lead a strategy conversation with your internal stakeholders.
  • LIMRA Distribution Conference 2012: What We Learned Recorded: Mar 14 2012 57 mins
    At the 2012 LIMRA Distribution Conference held last week, Socialware CEO Chad Bockius led a panel discussion, “A Whole New Game: Producers and Technology” where he and a panel of innovative sales professionals discussed different ways that producers are leveraging social technology to engage with clients. He and other Socialware staffers also spoke with many conference attendees, with discussions surrounding the conference’s central theme of “Distribution: At the Heart of the Game.”

    Join Chad Bockius, Steve Durkee, and other Socialware staff as we discuss what we learned at the LIMRA Distribution Conference and how to change “the game” for the life insurance industry by using social media to grow business.
  • LinkedIn Success for Financial Professionals: Step 4—Post and Share Your Voice Recorded: Feb 10 2012 45 mins
    LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 4, the 30-minute discussion will focus on how to share content and post comments that demonstrate not only your professional core competencies but also your own personality. We will also address compliance considerations and real-life user examples.
  • LinkedIn Success for Financial Professionals: Step 3—How to Listen and Engage Recorded: Feb 9 2012 43 mins
    LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 3, the 30-minute discussion will focus on how to listen to what your connections are saying and how to identify money-in-motion events such as job changes. We will also address compliance considerations and real-life user examples.
  • LinkedIn Success for Financial Professionals: Step 2—How to Build Connections Recorded: Feb 8 2012 56 mins
    LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 2, the 30-minute discussion will focus on how to build quality connections that correspond to your target audience and what tools are available within LinkedIn to find them. We will also address compliance considerations and real-life user examples.
  • LinkedIn Success for Financial Professionals: Step 1— Optimize Your Profile Recorded: Feb 7 2012 54 mins
    LinkedIn, the world’s largest professional social network, is a powerful business tool for relationship-driven industries such as financial services. But many people just don’t know where to start. During this four-part webcast series, experts from LinkedIn, Socialware, and Ajax Social Media will share tips and best practices for how you can get the most out of LinkedIn. In Step 1, the 30-minute discussion will focus on the necessary ingredients for presenting yourself and your unique value proposition effectively in your profile. We will also address compliance considerations and real-life user examples.
  • 2012 Social Media in Financial Services Predictions Recorded: Jan 12 2012 58 mins
    2011 was a very busy year for social media in the financial services industry. The pace promises to continue throughout 2012. Firms in insurance, wealth management, asset management, broker dealers, and more are leveraging the business opportunities of social media while also ensuring usage is compliant and effective. Attend this webinar to learn key predictions for what to expect from the industry in 2012 including technology, business results, and additional insights into the continuing growth of social media in the financial services industry.
  • 2011 Year in Review of Social Media in Financial Services Recorded: Dec 16 2011 46 mins
    2011 has been an eventful year for social media across the financial services industry. Here are just a few of the highlights... New regulatory guidance including FINRA Regulatory Notice 11-39, firms across the industry announcing their move from prohibition to participation and even engagement, advisor statistics continually showing the interest to use social media in driving business, and more. Attend this webinar to learn how far things have progressed in just 12 months.
  • Safe and Successful Social Media for Financial Services Recorded: Sep 27 2011 61 mins
    Social media use continues to grow rapidly among financial services professionals. The second largest segment on LinkedIn is financial services. 2011 industry data shows that nearly 50% more financial advisors are using social networks for business purposes than were in 2010. Financial services is a relationship driven industry which makes it ideally suited for social networking.

    While there are many advantages of social media, there are also challenges including compliance, security, and performance impact. These challenges require education, training, and technology. Understanding and overcoming the risks of security issues like malware are crucial to safe and effective social media use.

    View this joint webinar between Socialware and Blue Coat, leaders in social business software for financial services and Web security and WAN optimization solutions for a discussion covering the key issues and practical solutions for unlocking the potential of social media without the exposing your firm to unnecessary risks.
  • Reaching Your Audience Effectively: 5Ws- Digital & Social Media Recorded: Aug 10 2011 60 mins
    You recognize that there are advantages to using digital and social media, but there are often questions about the best practices particularly if you work in a regulated industry like financial services. This webcast, presented by Distribion, LIMRA and Socialware will provide insight and conversation around the 5 Ws including:
    Why are you using digital & social media programs?
    Who is your target audience?
    What regulations and brand standards must be applied?
    Where do your prospects/customers look for information?
    When is your company/brand being discussed online?
  • Personal and Professional Use of Digital and Social Media Recorded: Jul 14 2011 60 mins
    Individuals led the way into nearly all forms of digital and social media, from email to YouTube, Twitter to Facebook, SecondLife to LinkedIn. What was once an expression of each user’s individuality is evolving as businesses have realized the power of digital and social media to shape opinions, build brand awareness and deliver real bottom-line results. So it was inevitable that the question of compliance and ownership of social media would become an issue as more and more people began using their expertise, contacts, and networks as part of their career – not simply their personal life.

    Regulators in some industries, such as financial services, have said that there is no difference between personal and professional use of the Web. That has all sorts of implications that will affect nearly every business and professional. This webinar offers insights and tools for any business that needs to balance the need to comply with regulations and the need to empower employees and create a work environment that attracts and keeps the best talent.
  • Top 10 Business Benefits of LinkedIn Recorded: Feb 15 2011 51 mins
    Most advisors know that LinkedIn is the premier networking tool, but they do not realize there are many more powerful benefits to using it effectively.

    Mike Byrnes & Chad Bockius will show how advisors can use LinkedIn in their marketing and business development strategies to save money, communicate better, increase referrals and gain new business.
  • Social Media Life Cycle - Optimization Recorded: Jan 11 2011 31 mins
    This webinar will focus on the optimization stage of the Social Media Life Cycle and examine strategies and best practices for optimizing the adoption of social media, stakeholders, and compliance considerations when optimizing.
  • Social Media Life Cycle - Activation Recorded: Dec 7 2010 31 mins
    This webinar will focus on the activation stage of the Social Media Life Cycle and examine strategy, integrations, and processes for adoption. Additionally we will cover IT, infrastructure, distribution and compliance considerations.
  • Social Media Life Cycle - Training Recorded: Nov 9 2010 31 mins
    This webinar will focus on the training stage of the Social Media Life Cycle and examine processes and documentation for adoption. Additionally we will examine training, field best practices and regulatory considerations.
  • Social Media Life Cycle - Procedure Recorded: Oct 5 2010 31 mins
    This webinar will focus on the procedure stage of the Social Media Life Cycle and examine processes, documentation, and tactics for adoption. Additionally we will examine stakeholders involved, and important procedural considerations, such as adhering to regulations.
  • Social Media Life Cycle - Policy Recorded: Sep 9 2010 32 mins
    The webinar will focus on the policy stage of the Social Media Life Cycle and examine characteristics of policies, the stake holders involved, and important considerations when developing and adopting a policy, such as the ROI for the business and costs associated.
  • Best Practices: Driving Business on Facebook Recorded: Aug 3 2010 61 mins
    This webinar examines best practices for driving business and connecting with customers using Facebook, keeping in mind the compliance challenges associated with using this site. Learn innovative strategies to Re-Connect, Discover Insights, Distinguish yourself, and Make Fans & Friends through Facebook. Ultimately driving new business and deeper relationships with your customers.
  • Best Practices: Driving Business on Twitter Recorded: Jul 27 2010 64 mins
    Learn how advisors can use Twitter to supercharge their Research, Communication, and Brand Building. Hear tangible best practices for how Advisors can get started and incrementally add sophisticated techniques to gather insights, enlighten followers, and ultimately become a destination.
  • Social Media Adoption Life Cycle in Financial Services Recorded: Jul 22 2010 59 mins
    Join Socialware and LIMRA for a discussion on the pattern of adoption of social media by financial services firms. Learn about the critical stages of adoption, how to move from one stage to another and the risks associated each step along the way.
Making social media adoption easy, compliant and secure
Get answers to all of your questions around adopting social media in regulated industries.
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  • Title: Safe and Successful Social Media for Financial Services
  • Live at: Sep 27 2011 5:00 pm
  • Presented by: Presenters are Chad Bockius, Socialware CEO and Bob Hansmann, Blue Coat Sr. Security Technology Evangelist, Americas.
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