Blog

TRUST SOCIAL.
Insights, ideas and best practices for your social media program.

August 18, 2015
by Michele Fanning, Director of Marketing

The New Face of Socialware

Socialware launched a new website today. Why is this important? Because we wanted our website, which is essentially the face of our company, to reflect the maturity and professionalism that Socialware offers our clients and also to accurately describe the comprehensive platform we provide for social media risk management. We’ve evolved our platform and our …
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July 21, 2015
by Bruce Milne

Mission Possible: Managing social media challenges through automation

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 development and relationship management. Over the past couple of years, automation has made these burdens …
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July 08, 2015
by Bruce Milne, EVP

Credibility is the Key and Social Media Opens Doors

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 penned an article for the Advisor Perspectives forum that’s worth a read: “The Most Important Step to Convert Prospects.” …
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June 23, 2015
by Bruce Milne, EVP

Social Media and the Increasing Need for Concentration on Infosec

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 it a prime target for hackers, we are hearing our customers emphasize a greater need for information security (infosec) …
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June 16, 2015
by Bruce Milne, EVP

Top Myths Around Advisors’ Use of Social

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 resonated particularly loudly with me: Myth #4 – Canned content is bad.  “Canned” or pre-written, generic content often gets …
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May 12, 2015
by Bruce Milne, EVP

Customer Satisfaction and the Insurance Industry: Social is a critical component

Capgemini recently published the 2015 World Insurance Report, revealing the unfortunate state of insurance customer satisfaction today. Less than 30 percent of insurance customers around the globe reported having a positive customer experience, and North America has seen the deepest decline in satisfaction. In the instances I personally have heard anyone speak positively about their …
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April 29, 2015
by Matt Roberts, VP of Product Development

A Primer for the New Age of Agile Planning

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 time. I wholeheartedly believe in giving back to a community that has taught me so much and want to do …
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April 14, 2015
by Bruce Milne, EVP

Personalization vs. Privacy: Working Around the Daily Tension

As a provider of tech solutions to the financial services industry, privacy, information security and the protection of personally identifiable information (PII) is topical for us every day. With customers and prospects offering up so many details of their personal lives, interests and financial situations (intentionally or otherwise) in a forum as public as social media, it’s …
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April 02, 2015
by Bruce Milne, EVP

Actually, Social Is Scalable and Effective. Even for the Largest of Financial Institutions.

Recently, something struck a chord with me in a Financial Advisor IQ piece I was reading. It’s a great article based on an interview with Wells Fargo Head of Innovation and Business Strategy regarding the firm’s tech transformation, which very much impacts their social tools and strategy. Wells Fargo was also featured in a related …
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March 05, 2015
by Bruce Milne, EVP

Keeping Up with the Joneses: When Social Media Goes Sour

We spend a lot of time lauding the benefits that social media can bring to advisors, and there are many. Educating yourself about a potential client’s lifestyle, sharing content that fits current clients’ interests, establishing trust via an everyday communication channel, connecting with family members – the list goes on. But a recent excerpt from …
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February 04, 2015
by Bruce Milne, EVP

Crossing the line on social media? (And we don’t mean compliance.)

When it comes to social media, there’s a new line that professionals must toe, one that often becomes blurred: the line between professional and personal client interaction. This RIABiz article got me thinking. While social media is the perfect channel to build relationships with clients and prospects, it can also provide more visibility into people’s …
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December 08, 2014
by Ken Naumann, CEO

Social Media Compliance: The Box That Should Never “Just Get Checked”

Anyone who has spent time on LinkedIn, Twitter or Facebook over the past year has witnessed some of the changes that social networks often implement to “improve the user experience.” For most consumers and social marketers, these changes may be briefly frustrating as their news feeds shift around or privacy settings get altered, but the …
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