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Social media adoption within the highly regulated financial services industry appears to move at a snail’s pace. Given the vast opportunities to develop business leads, deepen client relationships and increase company revenues, what’s the issue?
In an easy to understand format, this talk will help to explain the challenges financial services firms face to incorporate social media into their business. Answers to those challenges on how to put a social media strategy and program in place will be covered.
The presentation will include:
The Five Questions: How to effectively engage your financial services audience
US regulation highlights: social media for financial services
How financial advisors and financial firms can compliantly use social media
Social media & financial services “Fun facts to know” and how to engage working with firms
This talk is targeted for anyone interested in the topic and issues surrounding the use of social media in financial services. Information will be especially useful for independent financial advisors, large financial firm employees, and, service organizations working with the financial industry sector including, public relations, digital media and finance technology startups.
Participants will gain an understanding how to:
implement a compliant social media program
use social media for business lead generation
grow online presence for business development, industry leadership
work with financial services firms with social media restrictions
Joyce Sullivan is founder and CEO of SocMediaFin, a social media consulting firm for financial services, specialty firms and industry executives. With over 20 years experience as Vice President with firms including, Citi, Credit Suisse, JPMorgan Chase, and Wells Fargo/First Fidelity, Ms. Sullivan brings a seasoned industry perspective to the emerging world of social media. As an advisory board member of the Financial Women’s Association, she serves as their Chief Digital Strategist.
Ms. Sullivan holds an MBA from the Zicklin School of Business, Baruch College, City University of NY in International Finance and Marketing, a BA in Education from University of Saint Joseph, Connecticut, and the Project Management Professional (PMP) designation from the Project Management Institute.
Joyce enthusiastically participates in NYC “Silicon Alley” activities including beta testing mobile applications for startup companies, along with live tweeting social media events, including the highly regarded New York Tech Meeting NYTM.org.
She has spoken at numerous industry conference and events including 2012 South by Southwest (SXSW) on a panel she curated and organized discussing global financial services and social media challenges.