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Social Networking in a Regulated World

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  • Social Business Strategy & Execution: Learnings From Early Adoption Efforts
    Social Business Strategy & Execution: Learnings From Early Adoption Efforts
    Steve Holstein, CMO, Guardian and Chad Bockius, CEO, Socialware 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
    LIMRA Distribution Conference 2012: What We Learned
    Chad Bockius, Socialware CEO; Steve Durkee, Sales Director 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
    LinkedIn Success for Financial Professionals: Step 4—Post and Share Your Voice
    Jennifer Grazel, LinkedIn; Mike Langford, Socialware 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
    LinkedIn Success for Financial Professionals: Step 3—How to Listen and Engage
    James Burnette, LinkedIn; Mike Langford, Socialware 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
    LinkedIn Success for Financial Professionals: Step 2—How to Build Connections
    Jason Seiden, Ajax Social Media; Mike Langford, Socialware 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
    LinkedIn Success for Financial Professionals: Step 1— Optimize Your Profile
    Jennifer Grazel, LinkedIn; Jason Seiden, Ajax Social Media; Mike Langford, Socialware 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
    2012 Social Media in Financial Services Predictions
    Chad Bockius, Socialware CEO 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
    2011 Year in Review of Social Media in Financial Services
    Chad Bockius, CEO, and Christie Campbell, Director of Marketing, Socialware 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
    Safe and Successful Social Media for Financial Services
    Presenters are Chad Bockius, Socialware CEO and Bob Hansmann, Blue Coat Sr. Security Technology Evangelist, Americas. 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
    Reaching Your Audience Effectively: 5Ws- Digital & Social Media
    Edgar Rodriguez of Distribion, Steve Selby of LIMRA, and Christie Campbell of Socialware 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?

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