Whether it’s complying with FINRA and SEC regulations, managing information security threats or on-boarding thousands of users in a scalable way, there are lots of hurdles that financial services firms face when it comes to adopting social media for business … Read more
By Bruce Milne, EVP At Socialware, we like to keep current with what’s important to advisors and what challenges they face in order to ensure our platform helps address those issues. Dan Richards known as an “advisor to advisors”, recently … Read more
By Bruce Milne, EVP At Socialware, we have architected our business to continuously monitor for changes to the social networks and to address those changes so they don’t negatively impact our customers. Recently, as adoption of social media has made … Read more
By Bruce Milne, EVP A couple months back, Stephen Boswell, COO of The Oechsli Institute, and Craig Faulkner, CEO of FMG Suite, penned an article on InvestmentNews that laid out their “Top 10 Adviser Marketing Myths.” Three of their myth refutations … Read more
By Matt Roberts, VP Product Development In just about a week (May 8, to be exact), I’m presenting at the 2015 Keep Austin Agile Conference. Agile Austin is an organization I’ve been a proponent of and involved with for quite some … Read more
Socialware provides industry-leading software and services for organizations to securely and compliantly market through social media, and to generate business through relationships with customers and prospects on Facebook, LinkedIn, and Twitter. Socialware is a trusted technology partner to over 160 of the leading businesses in the US.