Blog

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

September 16, 2015
by Bruce Milne, EVP

Socialware Patent: Turning Uncontrolled Applications into Enterprise Applications

You may have seen Socialware’s press release this week announcing the granting of a patent for our access control capability. This is exciting news for a couple of reasons; obviously, it recognizes and protects Socialware’s amazing ability to provide financial advisors with guardrails to keep them safe and compliant while they use LinkedIn, Facebook and …
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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, EVP

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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