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 release of the so-called “Panama Papers” has raised the veil on the secretive tax evasion practices of some wealthy investors and generated substantial public outrage aimed at financial firms and high profile clients connected with these schemes.
But are all strategies for minimizing taxes unethical or illegal? In this presentation, Dan will take advisors on a tour of the mysterious world of offshore corporations and hedge funds and their uses as tax-management tools. You will learn:
-How high tax rates, institutional corruption and a lack of regulatory oversight have enabled many of these overseas tax shelters to form and thrive;
-Which of these entities can be used for legitimate tax purposes;
-Why wealthy investors who transfer assets to offshore corporations assume a high level of risk and IRS scrutiny; and
-How you can legally address your wealthy clients’ tax-management priorities using U.S.-based investment strategies and products.
Dan will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
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.
Rapidly evolving trends among digital financial services are driving fintech developers to create much more personalized customer experiences within their applications. By harnessing the power of consumer transaction data, these industry innovators can enhance customer engagement and drive more targeted cross-sell and upsell revenue opportunities.
Analyzing consumers’ financial data is quickly becoming the future of online banking and those in the fintech community that can leverage this information quickly and effectively will have the edge and be able to deliver the personalized services necessary to attract and retain the next generation of banking customers.
Join us on August 24 to hear from a panel of industry experts as we discuss the evolution of consumer transaction data analytics and how to leverage it to create a more contextualized and personalized user experience.
* The increasing demand for fintech apps to create an individualized digital banking experience
* The rapid advancement of gathering and analyzing consumer transactional data
* How fintech developers can leverage contextual data to improve customer products
* Alex Cram, Co-Founder and Chief Technology Officer, Track Technologies
* Robin Verderosa, Senior Director, Product Management, Envestnet | Yodlee
* Jim Del Favero, Chief Product Officer at Personal Capital
* Mani Fazeli, VP of Product, Wave
* Evan Schuman, Moderator, VentureBeat
This presentation, FINTECH: Good and Bad News for Inclusive Sustainable Finance, will explore issues surrounding the rapid deployment of computerized electronic platforms, cryptocurrencies and algorithms now disrupting legacy financial firms and their models.
Good News: this disruption was long overdue and welcome where it overturns inefficient, inequitable, over-priced services, democratizing lending, investment, banking, payments, remittance and widens easy availability of transactions. Widespread adoption of Blockchain-based distributed ledgers offer closer monitoring of financial ethics and performance. Bad News: this electronic, information-rich disruption of legacy finance ranges from algorithmic high-frequency trading (HFT) we explored for the UN Inquiry (2015) to the rapid co-option and buyouts of companies in the FINTECH 100 by the big legacy banks; the excessive run-up in pre-IPO valuations, focusing on big wins, short-term profits – evidence of the same excesses and unsustainable practices needing reform. Even the ingenious market-based reform in IEX’s platform’s technological designed “speed bump” which levels the playing field for investors also can be subverted to extort fees by unscrupulous firms. Vulnerability, internet and spectrum capacity as well as security issues need attention.
While FINTECH offers so many opportunities for reforming and democratizing finance, the race is on to own and control these disruptive firms and their profits. Steering FINTECH firms toward globally inclusive, sustainable development goals as in the UN’s SDGs must now be built in. Ethical standards are key in optimal systemic design. How best to measure their social and environmental impacts, performance metrics and accounting, and monitor prudential architecture at global and national levels? How can we help design FINTECH for inclusive sustainable finance and markets?
10-Year U.S. Treasury yields are currently near the 1.50% level and the majority of investors believe these rates are highly unlikely to move much lower, especially to a record low of 1%. But that's where we think they are headed. Learn more about where we go from here.
Learning to modify one’s communication style in response to clients’ and prospects’ cues is a key component for building rapport and deepening trust. In this webinar, Bev will explore various aspects of “people reading” and outline specific steps advisors can take to connect more effectively. Advisors will learn how to:
•“Read” prospects and clients to gain a deeper understanding of their unspoken needs and concerns;
•Understand their own communication style and learn how to modify it to improve the quality of interpersonal communications;
•Avoid mistakes that can lead to “incorrect " people-reading; and
•Use this enhanced understanding to address the needs of clients, prospects and even fellow employees more effectively.
Bev will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. If you provide your CFP Board ID during the webinar registration process and stay for the entire session we can report your attendance to this organization.
In this webinar, we shall discuss the origins alternative finance and share clues to understand what the future holds. We shall also review what alternative finance will mean for traditional finance organisations, savers investors and businesses alike.
-Alternative Finance - alternative to what exactly?
-Looking back and looking forward to the future of alternative finance
-Review different participants' perspectives, outlining opportunities and challenges for each.
We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?
Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.
Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.
In this webinar, a panel of experts will reveal
- Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
- The key pillars underpinning the corporate borrower’s user experience
- How digital strategy today, can drive lending nirvana tomorrow
-Current trends in lending
- Risk & Cross border lending
- Bank appetite for innovation
- Startups making inroads
- Emerging trends in factoring and AR trading
- Blockchain and distributed ledgers
-How SMEs can benefit from this new trend
Join this panel to familiarise yourself with the global online lending industry. The panel will discuss the key issues, challenges and opportunities presented to the banking industry. The goal will be to equip those responsible for business development and strategy to have a clearer idea of what is happening and how to prepare for the future.
Some discussion points will include:
-Challenges facing independent p2p lenders that the banks are better placed to overcome
-Why online lending platforms for banks should be structured differently to independent online lenders
-What type of bank may be more naturally suited to online lending?
-How are banks setting up to face the challenge and opportunity presented by online lending?