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This JPMorgan Chase SMART session will focus on the intersection of social media and financial services. With the exponentially increasing use of social media around the globe, by individuals and organizations, the financial services industry has an additional challenge in ensuring social media use follows regulatory and compliance guidance.
Understanding who your audience is and how they want to engage, are essential components in putting together a social media plan. Ensuring the compliance element is effectively integrated is also critically important for an effective and successful program.
The session will be led by Joyce Sullivan, who transformed herself from a financial services industry veteran running global enterprise-level programs and technology deployments, to becoming a pioneer in the emergence of social media use in the financial services industry.
In this session, we’ll review the following:
What are the major social media platforms, emerging and established, and how financial firms are approaching their use
Latest U.S. regulatory rules and compliance guidance for social media use in financial firms
How to identify your audience and their preferred means to connect in developing a compliant social media engagement program
Engaging key stakeholders and project champions for a social media pilot program
How to know if a social media program can benefit your business
Background on our presenter:
Joyce Sullivan MBA PMP and founder and CEO of SocMediaFin, Inc., brings together her years of financial services industry experience to the emerging world of social media. She has more than over 20 years of program management and product development experience with firms including, Citi, Credit Suisse, JPMorgan Chase, and Wells Fargo/First Fidelity. As an advisory board member of the Financial Women’s Association, Joyce serves as their Chief Digital Strategist. Joyce has spoken at numerous industry conferences about the convergence of social media and financial services. As an enthusiastic Silicon Alley (NYC) emerging technology beta tester and evangelist, Joyce is an active member of the New York Tech community and is a founding mentor of Women Innovate Mobile, a startup accelerator and mentorship-driven program designed for women-founded companies in mobile technology.