Social media in a broker dealer environment - BDI 3/19/13 Social & Mobile Financial Services Leadership Forum

•

0 likes•600 views

This document discusses social media participation within broker-dealer environments. It outlines how Putnam Investments, an investment management firm with $133 billion in assets under management, actively participates in social media while balancing regulatory risk and reward. The document describes Putnam's process for oversight of social media content and participation to ensure compliance with broker-dealer regulations. It also notes developments like the emergence of LinkedIn as an important channel and the effectiveness of Twitter for engagement.

Business

Social Media in a Broker-Dealer
Environment

Derek A. Stern
Assistant Director of Broker-Dealer Compliance
Putnam Investments

For investment professional use only. Not for public distribution.
280242 3/13

About Putnam Investments

• $133 billion in assets under management*

• Mutual funds, 401(k) plans, 529, IRA,
institutional, international

• Active in social media since 2009

As of 2/28/13.

For investment professional use only. Not for public distribution.
2
280242 3/13

A culture of innovation

For investment professional use only. Not for public distribution.
3
280242 3/13

The social media sandbox

For investment professional use only. Not for public distribution.
5
280242 3/13

Broker/dealer oversight

For investment professional use only. Not for public distribution.
6
280242 3/13

Process: Broker/dealer static content

Traffic Compliance
database database

• Editorial Series 24
• Design
• Criteria
• Social media • Criteria
• Web development • Criteria

Compliance
database

For investment professional use only. Not for public distribution.
7
280242 3/13

Enterprise adoption, interactive content,
and developments

Enterprise adoption
• Moving compliant participation from one to many

Interactive content
• Moderation of selected interactive content related to product

• Moderation of selected interactive behavior by lexicon

• Post-review process

Developments
• LinkedIn emerging as important channel

• Twitter most effective channel for engagement

For investment professional use only. Not for public distribution.
8
280242 3/13

Thank you.
www.linkedin.com/in/derekstern

The views and opinions expressed are those of Derek Stern, are subject to change, and
are not meant as investment advice.

Consult with your firm’s compliance department and be fully aware of its policies and
procedures before you engage in any social media activities.

For investment professional use only. Not for public distribution.
9
280242 3/13

Social media in a broker dealer environment - BDI 3/19/13 Social & Mobile Financial Services Leadership Forum

The document discusses measuring social media opportunities and engagement. It recommends using free tools like Facebook Insights, Tweet Reach, Alexa, and Social Mention to measure metrics like likes, posts, followers, referrals and mentions across different social networks. It emphasizes that social media engagement is important, especially with customers and potential customers. While tools are free, engagement and learning require investment of time and resources. The document provides examples of free tools and resources for learning about social media strategies and valuation of earned media.

Social Business Drivers for Financial Services - BDI 9/26/13 Financial Servic...

Business Development Institute

Presentation: Social Business Drivers for Financial Services Presented by: Brooks Jordan, Senior Social Strategist, Social Edge Consulting Although the financial services industry is tightly regulated, there are a number of ways companies in this space can adapt tried and true business practices to social collaboration. Social tools simply amplify business performance in product innovation, market research, sales, and so on, and yet the impact can be extraordinary. This presentation looks at how it is being done. www.bdionline.com

Open Audience Manager Vidar Brekke Presentation - BDI 11/11/10 Social Commerc...

Business Development Institute

This document summarizes a social commerce leadership forum held on November 11, 2010. It discusses the history of internet marketing from 1983 to 2010 and how Facebook's Open Graph is reindexing the web around people. It also describes how marketers can leverage the Open Graph to gain visibility and engage with customers by implementing Like buttons on their websites and publishing updates to followers' newsfeeds. The challenges of scaling an Open Graph implementation are also summarized.

Layton SA VerfahrensvergleichLayton SA

Social Media Measurment for Solo Practitioners

Kami Watson Huyse, APR

In the current economy where every dollar counts, the ability to demonstrate the value of your programs is a business imperative. You don’t need to have an army of people to measure properly (and no Ad Value Equivalents!) – you just need to be armed with a measurement process that works. Award-winning pro Kami Huyse will show us how to design PR and marketing programs from the beginning so they can be accurately measured, and step us through what to track using tools accessible to solos (without the hefty price tags).

Embracing & Sustaining Your Community Ecosystem

Dell Social Media

R2iSMASH™: Tapping the Social Web to Reach Potential Members & Build Your On...

R2integrated

This document summarizes a presentation by R2integrated about using social media to build online communities. R2integrated is a full-service digital marketing agency with over 90 employees specializing in social media, websites, and technology. The presentation discusses challenges non-profits face, the importance of social media, best practices for social media use, and how to measure social media effectiveness. Key recommendations include using social media for insights, distribution, community building, and bridging owned and unowned platforms through analytics.

How Wealth Managers are Building Business Through Social - BDI 4.2.13 Wealth ...

Business Development Institute

The document outlines six principles for social media success in financial services: 1) Develop a strategic social media plan that is integrated into the company culture. 2) Build personal brands for employees. 3) Provide relevant, compelling content. 4) Leverage customers and crowdsourcing. 5) Educate employees on social media. 6) Analyze social media metrics and engagement. The presentation provides examples and recommendations for implementing each principle, and concludes by advertising additional webinars and resources from Actiance on social media compliance topics.

You'd never ignore calls from your members, right? But that's what your association is doing if you're not tuned into what members, customers, meeting attendees, sponsors, and other stakeholders are saying about your association on Twitter, LinkedIn, Facebook, Google Plus, and all the other social sites. Learn from the marketing manager at an association for customer service executives about research they've commissioned on the use of social media to provide customer service. What you learn may shock you! Walk away with tech tools, practical techniques, and sample policies you can use to implement an effective social customer service initiative at your association.

Rural Fire Services - why they need a Social Strategy

iGo2 Pty Ltd

Social Media Buzz for the IIAR 25 01 12

Buzz Method

Dominic Pannell founded Buzz Method in 2009 to provide social media monitoring and influencer engagement services. Buzz Method uses tools like LinkedIn, Twitter and proprietary databases to identify influential stakeholders in sectors like IT and track online conversations. However, the document notes that relationships are still primarily built through in-person and phone conversations. It also cautions that social media is better for listening than broadcasting and that not all online metrics fully capture influence.

Iiar 25 01 12

Buzz Method

HP B2B Social Media Strategies

Alex Flagg

Investing in social media

Carmine Porco

The document discusses social media measurement and ROI. It provides an overview of Prescient, a company that helps clients measure the business value of their websites and digital strategies. It then covers various topics related to social media measurement, including available measurement software, common metrics to track, and how to determine social media ROI. The document concludes with two case studies on how Old Spice and The Gap used social media promotions to increase sales.

My newsday norway_20120419

Mindjumpers

Factiva Communicator 2012

marctemple

Factiva Communicator is a communications platform that monitors social and traditional media to provide actionable insights through customized dashboards. It helps users understand audiences, ensure messaging is understood internally and externally, and respond quickly to issues. Factiva Communicator offers global media monitoring, identification of influential contacts, metrics and charts, and a large content database to help optimize communications strategies.

Enterprise 2.0 Harnessing Social Media

Ljuba Bogdanovich

This document summarizes Enterprise 2.0, which refers to the use of social media, cloud computing, and mobile technologies by organizations. It discusses how these tools allow for increased collaboration, communication, and knowledge sharing within and outside organizations. While offering opportunities, Enterprise 2.0 also presents risks that must be managed through training and governance policies. The document provides examples of how different business functions can utilize Enterprise 2.0 and stresses the importance of monitoring and analytics to understand impacts and inform strategies.

Leveraging Social Media to Reach B2B Customers

Alex Flagg

When you think of social media, do you think of running Facebook contests and videos of cats playing Patty Cake? Think again. Your B2B customers are increasingly using social media to gather product information and short list vendors. This presentation covers 1) How B2B customers behave differently than their consumer counterparts, 2) How to develop and orchestrate an editorial plan to reach your B2B audience, 3) Recruiting your social media ambassadors, 4) The importance of Search Engine Optimization 5) Measuring the Share of Conversation. Alex Flagg Manager, Social Media and Digital Content Enablement HP Enterprise Segment Marketing In HP’s Worldwide Enterprise Segment, Alex leads a unique organization dedicated to increasing HP’s influence and participation in key B2B conversations with customers through social media channels. Alex is a dynamic B2B marketer with more than 18 years experience leading teams and running strategic marketing programs for HP, Sun, Microsoft, and AT&T. In his advertising career, Alex was among the first to buy online media in 1995 and helped shape the industry by proposing the first Internet advertising standards. Alex has a deep understanding of how to create engaging B2B editorial content, how to leverage social media to maximize content reach and how to utilize search engine optimization to ensure content find-ability and relevance.

Gage Social Media

Gage Marketing Group

This document summarizes the social media services offered by an agency including strategy and consulting, software integration, custom development, and media services. It provides examples of how the agency helps move clients along an evolutionary path from content to community building to fully integrating social media. Services include social media outposts, CRM integration, loyalty programs, custom development, and advertising. Analytics and reporting, brand protection, advocacy modeling, and examples of branded social media properties are also summarized.

Rugby World Cup 2011 twitter analysis

iGo2 Pty Ltd

The document discusses social media analysis of the Rugby World Cup Twitter account @RugbyWorldCup. It provides statistics on the account's followers, most influential followers, social media footprint, country distribution of followers, and analysis of its YouTube channel. The presentation also discusses iGo2 Group, a social business solutions company, and how it can help organizations leverage social media through strategies, intelligence, and community building.

Community conference 2011 - Dell, Bill Johnston

Seismonaut

This document discusses creating sustainable value through social media. It outlines Dell's journey with social media over five years, experiments, and lessons learned. Key insights include: 1) Social media improves engagement, provides solutions, and boosts loyalty across the customer lifecycle from awareness to post-purchase support. 2) Listening is critical for understanding customers and markets. Social media also provides insights to improve products, marketing, and operations. 3) While direct sales impacts can be measured, social media value is multi-dimensional, including influence on purchase, increased attention, loyalty, and other less direct impacts. 4) For Dell, social media affects all business units and stages of the buying process, not

KPI's, Social Media Metrics and Business

Dheeraj Chowdhury

The Path to Social ROI - Facebook Marketing Success Summit 2012

Chris Treadaway

6 Steps To Transform Your Brand to a Media Company

Michael Brito | Zeno Group

This document discusses transforming a brand into a media company through social media. It recommends establishing a centralized social media team, creating a brand narrative and content strategy, building a real-time command center, assigning roles and responsibilities, establishing approval workflows, and investing in the right technology. The goal is to bridge external customer engagement with internal business processes to create shared value for stakeholders.

Social Media Presentation Gt Vfinal

Danny Miller

Social media strategy and planning waukesha county business alliance

Wendy Soucie

Session 15, Pavlova

csrcomm

- Maersk Line is a global shipping company that transports over a third of global trade via container ships. - Maersk aims to make container shipping a key driver in improving environmental sustainability and reducing emissions from commercial transportation, which currently accounts for 3-4% of global emissions. - Jacob Sterling, Maersk's Head of Climate and Sustainability, says the company wants to help grow sustainability efforts and create solutions to drive demand for low-emission shipping.

Introduction to B2B Public Relations

Kellie Sheehan

The Business of Blogging (for Lawyers) - BDI 12/11 Social Media Marketing Sum...

Business Development Institute

Presentation: The Business of Blogging (for Lawyers) Presented by: Gene Quinn, Patent Attorney and Founder, IPWatchdog.com One of the primary reasons for undertaking a blog is to engage in business development of one kind or another. People who will find you online are searching for answers. If you want to capitalize on this opportunity it will be necessary to provide intelligent, insightful information that the reader did not possess prior to visiting your website. Over time your job will be to provide lots of that information that ties together little by little to demonstrate that you have a deep level of understanding. The lesson is simple: It is far better for a prospective client or customer to come to the understanding that you know what you are talking about for themselves than it is for you to tell them you know what you are talking about directly. It should go without saying, that the plan requires that you are read by others, which means you absolutely, positively cannot write like a lawyer!

Content is Still King: A look at best practices for creating and distributing...

Business Development Institute

Presentation: Content is Still King: A look at best practices for creating and distributing quality Content Presented by: Scott Mozarsky, President - Cross Platform Businesses , Bloomberg BNA This session will focus on best practices for creating Content that will enable marketers to achieve strong ROI in their Content Marketing efforts. The session will also focus on the elements of a multi-faceted engagement and distribution strategy that will ensure that if you build it, they will come.

Similar to Social media in a broker dealer environment - BDI 3/19/13 Social & Mobile Financial Services Leadership Forum

Providing Tweetworthy Customer Service in the Social Media Age

Brian Cheung

Rural Fire Services - why they need a Social Strategy

iGo2 Pty Ltd

Social Media Buzz for the IIAR 25 01 12

Buzz Method

Iiar 25 01 12

Buzz Method

HP B2B Social Media Strategies

Alex Flagg

Investing in social media

Carmine Porco

My newsday norway_20120419

Mindjumpers

Factiva Communicator 2012

marctemple

Enterprise 2.0 Harnessing Social Media

Ljuba Bogdanovich

Leveraging Social Media to Reach B2B Customers

Alex Flagg

Gage Social Media

Gage Marketing Group

Rugby World Cup 2011 twitter analysis

iGo2 Pty Ltd

Community conference 2011 - Dell, Bill Johnston

Seismonaut

KPI's, Social Media Metrics and Business

Dheeraj Chowdhury

The Path to Social ROI - Facebook Marketing Success Summit 2012

Chris Treadaway

6 Steps To Transform Your Brand to a Media Company

Michael Brito | Zeno Group

Social Media Presentation Gt Vfinal

Danny Miller

Social media strategy and planning waukesha county business alliance

Wendy Soucie

Session 15, Pavlova

csrcomm

Introduction to B2B Public Relations

Kellie Sheehan

Similar to Social media in a broker dealer environment - BDI 3/19/13 Social & Mobile Financial Services Leadership Forum (20)

Providing Tweetworthy Customer Service in the Social Media Age

Rural Fire Services - why they need a Social Strategy

Social Media Buzz for the IIAR 25 01 12

Iiar 25 01 12

HP B2B Social Media Strategies

Investing in social media

My newsday norway_20120419

Factiva Communicator 2012

Enterprise 2.0 Harnessing Social Media

Leveraging Social Media to Reach B2B Customers

Gage Social Media

Rugby World Cup 2011 twitter analysis

Community conference 2011 - Dell, Bill Johnston

KPI's, Social Media Metrics and Business

The Path to Social ROI - Facebook Marketing Success Summit 2012

6 Steps To Transform Your Brand to a Media Company

Social Media Presentation Gt Vfinal

Social media strategy and planning waukesha county business alliance

Session 15, Pavlova

Introduction to B2B Public Relations

More from Business Development Institute

The Business of Blogging (for Lawyers) - BDI 12/11 Social Media Marketing Sum...

Business Development Institute

Content is Still King: A look at best practices for creating and distributing...

Business Development Institute

Use Storytelling to Define Your Brand and Connect on Social Media - BDI 12/11...

Business Development Institute

The document discusses how law firms can use storytelling and content marketing on social media to define their brand and connect with clients. It notes that while law is based on logic, branding and business development are about relationships. It recommends that firms tell authentic, relatable, unique, and shareable stories through a variety of media formats to engage clients and stand out from competitors in an environment of information overload. Firms should focus on storytelling about their clients, themselves, and their work through visuals, titles, and human stories to build their brands and drive business results.

Combining Eyes and Ears: The Visual Search for Social - BDI 12/4 Visual Conte...

Business Development Institute

Presentation: Combining Eyes and Ears: The Visual Search for Social Presented by: Aaron Hayes-Roth, VP of Strategic Alliances, Brandwatch & Mary Tarczynski, CMO, Ditto Labs Photo sharing on social media only continues to grow as people capture and share their passions on a daily basis. This often includes brands - but when 85% of images don’t reference the brand name in the text, how can brands and agencies accurately measure and engage with their audiences? This session will cover some of the most common use cases for social and visual measurement and explore the insights and benefits brands and agencies can gain from using social listening and analytics across visual platforms.

Digital Marketing Strategies to Drive Enrollment - BDI 11/19 Social Media Mar...

Business Development Institute

Presentation: Digital Marketing Strategies to Drive Enrollment Presented By: Jon Fox, President,Flightpath & Jon Wexler, Vice President of Enrollment Management, Fairleigh Dickinson University Jon Fox founded the agency that would become Flightpath in his Greenwich Village apartment in 1994. A veteran of twenty years of digital marketing, he is a recognized leader in helping organizations of all sizes maximize their investments across the web and broader channels. Jon is an exceptional business analyst focused on achieving measurable results for his clients. In his role as president, Jon drives the overall direction of Flightpath, oversees/guides digital strategy for a number of key accounts and works hard to develop and mentor his talented staff. Jon recently completed his 11th NYC Marathon. He lives in Brooklyn with his wife, kids and dog. As the vice president of enrollment management for Fairleigh Dickinson University, Jonathan Wexler is regularly traveling across the country and around the world representing FDU! Over the past four years, Wexler has worked to increase applications for freshman and transfer admissions by more than 65 percent — while collaborating on new education initiatives — including Silberman College of Business’s Saturday MBA Program and the University-wide Combined Degree Advantage Program. Wexler received his bachelor’s degree at Goucher College in Baltimore, Md. before completing a master’s in higher education administration at University of South Carolina. He joined FDU in 2008.

People are (S)Talking: How to Get Users to Participate, Not Just Spectate - B...

Business Development Institute

Presentation: People are (S)Talking: How to Get Users to Participate, Not Just Spectate Presented by: Donna Talarico-Beerman, Director of Integrated Communications, Elizabethtown College Donna Talarico-Beerman has been helping tell the Elizabethtown College story since 2010. Her past experiences in radio, newspapers, eCommerce and education thrive together in happy harmony at E-town, where she is director, integrated communications. She manages the College’s official social media channels and is editor of Elizabethtown magazine and the online newsroom E-town NOW. She also collaborates with the rest of the award-winning marketing and communications team on marketing planning, media relations, copywriting and multimedia story-telling for a variety of projects. http://www.bdionline.com/

The Power of Social Listening - BDI 11/19 Social Media Marketing Forum for Ed...

Business Development Institute

Presentation: The Power of Social Listening Presented by: Andrew Ruder,Senior Consultant & Social Business Intelligence, Brandwatch Andrew Ruder is a senior consultant in social business intelligence for Brandwatch, one of the world’s leading social media monitoring providers, where he helps enterprise organizations develop strategies for solving business challenges using social media intelligence and analytics. A SaaS veteran, Andrew’s prior experience includes roles at companies including Cision/Radian6 and Sysomos, where he assisted both brands and agencies in implementing social media intelligence solutions. Andrew earned a bachelor’s degree in business administration from Marquette University and is a proud native of Chicago, where he lives with his wife and son. http://www.bdionline.com/

How Investors Will Communicate as the Internet Swallows Everything - BDI 11/0...

Business Development Institute

Investors will increasingly communicate through digital channels as technology continues to advance and more activities move online. Messaging apps, social networks, and virtual meeting platforms will become prevalent ways for investors to share ideas and make business connections. This digital transformation of communication brings opportunities but also risks around information security and privacy that investors and companies will need to thoughtfully navigate.

Financial Communications Society - BDI 11/06 The Future of Financial Services...

Business Development Institute

The New Communications Paradigm in Financial Services: The Penn Mutual Case S...

Business Development Institute

Presentation: The New Communications Paradigm in Financial Services: The Penn Mutual Case Study Presented by: Kim Harmsen, Associate Vice President, Gregory FCA & Greg Matusky, President and Founder, GregoryFCA Join Gregory FCA and The Penn Mutual Life Insurance Company as they present a blueprint for creating a best practice communications platform in a highly socialized, networked world. Penn Mutual provides a compelling blueprint for optimizing communication among media channels, both old and new. Their success serves as a shining case study for how long-term players in financial services can benefit from all that the new paradigm offers in communications, and now offers to financial service organizations. http://www.bdionline.com/

Social Listening Trends and the Paradigm Change in Financial Services - BDI 1...

Business Development Institute

The document discusses trends in the financial services industry and identifies four key consumer groups: millennials, new movers, the overbanked, and women. It notes that millennials are heavily influenced by mobile technology, new movers are likely to switch banks during a move, the overbanked have many accounts and assets, and women control a large portion of household spending. The document advocates understanding these groups through social listening and customizing engagement on social media to attract customers.

Digital Financial Wellness: The Future of Money - BDI 11/06 The Future of Fin...

Business Development Institute

Presentation: Digital Financial Wellness: The Future of Money Presented by: Mohamed Khalil, Head of Product, Data & Marketing, Moven Mobile technology coupled with data and behavioral sciences now allow for highly personalized, real time interactions that alter consumer behaviors. This talk will examine how the retail financial services model must adapt to survive this digital disruption. http://www.bdionline.com/

Bitcoin & The Sharing Economy - BDI 11/06 The Future of Financial Services Co...

Business Development Institute

Presentation: Bitcoin & The Sharing Economy Presented by: Nikos Bentenitis, Chair, Education Committee, Bitcoin Foundation, and Founder, CoinSimple Bitcoin is a digital currency and payment network that has attracted significant attention recently. In his talk, Nikos will briefly describe Bitcoin and a few potential applications of the technology in financial services. The purpose of the talk is to provide you with a framework that you can use to think about the Bitcoin technology in your business. http://www.bdionline.com/

Hearts, Heads and Hands: How cupcakes, sidewalk chalk, and the story of a tee...

Business Development Institute

Presentation: Hearts, Heads and Hands: How cupcakes, sidewalk chalk, and the story of a teen driver connected a CEO with his workforce and connected the workforce to the company strategy. Presented by: Stephani Gordon, Internal Communications Business Partner to the CEO, Zurich Insurance Group With an employee demographic that trends outside the ‘social’ scene, Zurich Insurance Group has achieved tremendous communications and engagement success by refreshing traditional marcomm channels with enticing storytelling, strong visual imagery, creative video and ‘social’ buzz. Stephani Gordon will share several executive communications project samples that include a strategy rap, a mobilization campaign built on the concept of graffiti tagging, and a CEO’s invitation to people to ‘walk away’ from their desks. This presentation is the story of coaching senior executives on what it means to connect in today’s world.

Content is still King: A look at best practices for creating and distributing...

Business Development Institute

Presentation: Content is still King: A look at best practices for creating and distributing quality Content Presented by: Scott Mozarsky, President - Cross Platform Businesses , Bloomberg BNA This session will focus on best practices for creating Content that will enable marketers to achieve strong ROI in their Content Marketing efforts. The session will also focus on the elements of a multi-faceted engagement and distribution strategy that will ensure that if you build it, they will come.

Developing and Sustaining an Effective Mobile Strategy - BDI 10/16 Financial ...

Business Development Institute

Make Friends First, Do Business Last: Relationship Marketing Using Social Med...

Business Development Institute

Presentation: Make Friends First, Do Business Last: Relationship Marketing Using Social Media & More Presented by: Phil Gerbyshak, Director of Social Strategy, Actiance, Inc Are you wondering how you can do social media the right way, without pushing your products and services? Do you want your company and your employees to be top of mind when people are thinking of where to go for what you offer? The key is making “friends” first, and doing business last. It's no longer enough to just BE on social media as a business. You need to be using it effectively, and you need to engage your employees to tell your stories and show you as the place to go in your community.

The New Communications Paradigm in Financial Services: The Penn Mutual Case S...

Business Development Institute

Presentation: The New Communications Paradigm in Financial Services: The Penn Mutual Case Study Presented by: Joe Anthony, President, Financial Services, GregoryFCA Join Gregory FCA and The Penn Mutual Life Insurance Company as they present a blueprint for creating a best practice communications platform in a highly socialized, networked world. Penn Mutual provides a compelling blueprint for optimizing communication among media channels, both old and new. Their success serves as a shining case study for how long-term players in financial services can benefit from all that the new paradigm offers in communications, and now offers to financial service organizations.

Using Social Media Ethically - BDI 10/15 Social Media Marketing Summit for La...

Business Development Institute

Presentation: Using Social Media Ethically Presented by; Erin Wright Lothson, Corporate Counsel, Intellectual Property, Groupon, Inc. This segment will briefly discuss the Illinois Rules of Professional Conduct and how these Rules apply to Illinois lawyers and their use of social media. We will review common issues that arise by using social media and will cover recommendations and best practices to mitigate the risks of an ethics violation.

The Power of Social Media: Attracting the Next Generation of Clients - BDI 9/...

Business Development Institute

Presentation: The Power of Social Media: Attracting the Next Generation of Clients Presented by: Trevor Daughney, VP Marketing, Actiance, Inc The most important thing sellers can do for their firm is bring in new clients. There is a major movement of wealth a foot: from Baby Boomers to Millennials. Financial advisers and wealth managers need to shift their focus to a younger generation. To be successful, they need to change how they communicate. In this presentation, you’ll learn that: These young people are increasingly on social networks and stepping away from email. Financial firms need to adjust to this change. Marketers, compliance officers and corporate counsel can overcome the challenges and lead their firms to make the switch. Empowering your sellers to use social media can help close more deals.

More from Business Development Institute (20)