Steve Holstein, CMO, Guardian and Chad Bockius, CEO, Socialware
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.
Chad Bockius, Socialware CEO; Steve Durkee, Sales Director
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.
Jennifer Grazel, LinkedIn; Mike Langford, Socialware
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.
James Burnette, LinkedIn; Mike Langford, Socialware
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.
Jason Seiden, Ajax Social Media; Mike Langford, Socialware
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.
Jennifer Grazel, LinkedIn; Jason Seiden, Ajax Social Media; Mike Langford, Socialware
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.
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.
Chad Bockius, CEO, and Christie Campbell, Director of Marketing, Socialware
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.
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.
Edgar Rodriguez of Distribion, Steve Selby of LIMRA, and Christie Campbell of Socialware
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?
Edgar Rodriguez, Distribion, Chad Bockius, Socialware and Steve Selby, LIMRA
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.
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.
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.
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.
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.
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.
Mike Williams (Socialware), Stephanie Sammons CEO & Founder, Wired Advisor™
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.
Mike Williams (Socialware), D. Bruce Johnston President & CEO, (Advisolocity), Cathy Curtis, Financial Advisor
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.
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.
The Department of Labor’s new fiduciary rules define nearly every recommendation and decision advisors make related to retirement accounts as investment advice — from moving money to recommending funds and annuities.
Advisors must now prove that their retirement income recommendations serve their clients’ best interests. In this webinar, Manish will provide an overview of the new rules and show how Income Discovery’s interactive toolset can aid in this process. During this session you will learn how:
•The new fiduciary rules will affect advisors serving retirement investors;
•Income Discovery’s tools generate optimal retirement income recommendations that reduce the risk and amount of shortfall and increase the average legacy; and
•Income Discovery’s objective methodology can help ensure that advisors comply with the DOL’s fiduciary requirements and BICE rules.
Manish will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
To learn more about how Income Discovery can help advisors comply with the DOL requirements and transition from selling products to delivering comprehensive retirement planning solutions, download their whitepaper.
The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
No one gets to the top of Everest without an experienced guide; and no one climbs the career ladder without advice from a mentor and support from a Sponsor.
Join us for a look at the unique nature of finding and cultivating mentor (and sponsor) relationships in the Fintech space. With insights from top executives who will talk spotting the right mentors, traits of a great sponsor, and how, in turn, we can mentor the next generation to greater heights.
Global yields took a big step down last week as investors adjusted their perspective on global central bank policy. We’ll explore why this is happening and how it might impact the Fed’s monetary policy going forward.
When it comes to tracking the flow of money, it’s no doubt that studying patterns and analytics behind the transactions are important in fighting financial crime.
Join this session where we'll discuss:
-The application of machine learning and big data in AML monitoring
-How to implement proper Know-Your-Customer (KYC) processes
-Challenges around automation and using predictive analytics to prevent future issues
A successful Application Programming Interface (API) strategy relies heavily on concepts of open infrastructure and open data. The adoption of Open APIs in banking is thus an idea that has been met with excitement and, understandably, concern as well.
Attend this summit where our experts will discuss:
-What’s in it for banks/fintechs?
-What are the pitfalls when it comes to opening up APIs for banks and integrating into open APIs for fintechs?
-PSD2 - will you be ready (mostly a consideration for banks)?
-How should we (fintechs and banks) operate until the PSD2 is rolled out?
It goes without saying that compliance and security have the highest of priorities within an organisation. In the digital world, however, effective compliance and security comes at a high cost. In this session we consider the value of Blockchain technology in ensuring compliance and security in digital transactions.
Join the panel where the following points will be discussed:
· Where is Blockchain being used to deliver compliance and security?
· Does Blockchain actually improve compliance and security?
· What case studies exist to actually demonstrate this?
· What role does Blockchain have with device-to-device communications and the IOT?
· Can Blockchain improve the customer experience in user-centric digital services or is it just an underlying technology?
· Is Blockchain better than existing technologies and approaches or is it really just hyped up by the tech industry?
- All goes mobile
- Cybersecurity Threats such as identity thefts , hacking on the rise
- Security the key success driver for FinTech and InsurTech
- What are the solutions?
- Overview of main players
- Can the industry win the battle against the fraudster?
- How does the future look like?
Every person on the planet has a mobile phone, but 2 Billion people are “Un-banked”.
Banks and telecoms are in a Gold Rush to bank the unbanked, but many obstacles remain. Money transfers are some of the most popular transactions made by both the banked and the unbanked. However, building trust in this new service is definitely a challenge.
Join this panel where discussion points will include:
-Who has the upper hand: Banks or Carriers?
-How can Fintech companies ensure trust and security when it comes to mobile money transfers?
-Global ISO Standards Authenticate ID and Asset Verification
-ISO Reduces Fraud and Speeds up Asset Transfers
-What are some of the security challenges new payment services are able to overcome?
-Are “Standards” emerging to reduce implementation and compliance costs?
-How do you create cross-border and Inter-bank/carrier transactions?
-How can banks and telecoms successfully bank the unbanked?
With more and more people using their phones to conduct business and make transactions, concerns around security have also increased.
During the session, we will discuss:
Is hardware security a thing of the past?
Will tokenisation solve security issues or introduce new problems?
How do you secure your app?
How do you balance security with convenience?
Will biometrics make secure solutions easier to use?
The end user perspective - are consumers driven by security or by trust?
Future outlook - are we heading in the right direction security wise?