"There have been some questions about the start time - we will begin at 12 noon eastern time. I hope you will be able to join us!"
Helping the financial industry adopt social networking
Stephen Selby's Discussions
Social Media and CRM
3 Replies
Does any know of good resources discussing CRM and social media? Links, thoughts - anything will be appreciated.
Tags: clients, relationship, customers, media, social
Started this discussion. Last reply by Deb Well Feb 16, 2011.
CROWDSOURCE CHALLENGE! Social Media Terminology
3 Replies
I need your help! Can we develop a list (with definitions) of web 2.0 / social media terms?Thanks!Continue
Started this discussion. Last reply by Matt Hawkins Aug 30, 2010.
FourSquare: How will financial services use it?
29 Replies
Is anyone using FourSquare? If so, what marketing opportunities will arise out of the use of FourSquare for the financial services industry?Continue
Tags: compliance, marketing, media, social, insurance
Started this discussion. Last reply by Stephen Selby Nov 3, 2010.
Stephen Selby's Events
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Stephen Selby commented on Christie Campbell's event Free Webinar: FINRA and LIMRA discuss Regulatory Notice 11-39 Social Media Websites and the Use of Personal Devices for Business CommunicationsStephen Selby commented on Stephen Selby's event Social Media for Financial Services 2011 - Save the Date!"The agenda is up now! We are very excited about our speakers! We believe this will be an excellent conference. August 24-26 - Cambridge MA
http://www.limra.com/events/eventdetail.aspx?id=1074"
Stephen Selby commented on Stephen Selby's event Social Media for Financial Services 2011 - Save the Date!"Speakers include-
Jim Shorris as mentioned previously
Plus speakers from ...
Socialware
LIMRA
ExactTarget
H5
Morris, Manning, and Martin, LLP
Wired Advisor
Lock, Lorde Bissell and Liddell
SMARSH
and - peers from the insurance…"
Stephen Selby commented on Stephen Selby's event Social Media for Financial Services 2011 - Save the Date!"Jim Shorris, formerly of FINRA is now a confirmed speaker. Additional information coming soon..."
Stephen Selby replied to Edward J. Kelly Jr.'s discussion LinkedIn Recommendations for Financial Services Professionals"Ed
You ask a great question.
The answer is: Any advertisement "...Which refers, directly or indirectly, to any testimonial of any kind concerning the investment adviser..." is a prohibited testimonial.
The language that the…"
Stephen Selby replied to Joe Rueckert's discussion Facebook Wall Posts: Always static?"In 2010 I moderated a panel on social media at LIMRA's Regulatory Compliance Exchange (our compliance conference). One of the panelists was Joe Price, one of the authors of RN 10-06. I don't want to put words in his mouth, but I believe my…"
Stephen Selby replied to Joe Rueckert's discussion Facebook Wall Posts: Always static?"Under current FINRA guidance Wall posts are static when they initiate a discussion. They are interactive for subsequent posts 2...n.
The first post can be scripted and reviewed by corporate compliance departments prior to posting. Follow up…"
Deb Well replied to Stephen Selby's discussion Social Media and CRM"Have you ever been to Brighttalk? They have tons of great webinars - both ones you can attend live and ones already recorded that you can play back. In the Media and Marketing Channel -…"
Scott Knabe replied to Stephen Selby's discussion Social Media and CRM"Hi Stephen- At the risk of sounding self-serving as a Salesforce.com employee, the following video from our Dreamforce 2010 conference discusses setting a social crm strategy. Most of it is a relatively generic discussion of social…"
Chad Bockius replied to Stephen Selby's discussion Social Media and CRM"I came across this set of articles the other day. It is a little dated but a lot of great material none the less. http://www.destinationcrm.com/Issue/1229-June-2009.htm"
Stephen Selby posted a discussionSocial Media and CRM
Does any know of good resources discussing CRM and social media? Links, thoughts - anything will be appreciated.
Stephen Selby replied to Stephen Selby's discussion FourSquare: How will financial services use it?"What do you think of FourSquares "I Voted" badge? Any lessons here for business?"
Stephen Selby replied to Dan Schreibstein's discussion Social Media -- Why Not?"Great idea for a discussion!
The first barrier to entry seems to be "where do we start?""
Stephen Selby replied to Matthew Brock's discussion What to do about broker dealer who is slow in adopting rules"Build a strong business case. Can you answer these questions? What about additional questions specific to your firm?
How will social media specifically help you build and maintain relationships? / What is your marketing plan and how will you…"
Stephen Selby replied to Stephen Selby's discussion FourSquare: How will financial services use it?"What specific concerns do you have about using location based social media? Privacy? Personal safety? Are these valid concerns? What else?"
Matt Hawkins replied to Stephen Selby's discussion CROWDSOURCE CHALLENGE! Social Media Terminology"Here's a decent list I came acrossL
Avatar
Dynamic and static
Mash-up
Microblogging
RSS
Social bookmarking
Social networking
Wiki
Wikinomics
Buzz
Tag
User Generated Content (UGC)
Status Update"
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