How to Drive Engagement: 8 Ways to Win at LinkedIn for Financial Services

Posted by Emily Lange Rodecker on June 18, 2014

In the first two installments in our Driving Engagement series, we covered 6 ways to leverage Facebook to build relationships with your customers and then tackled Twitter by sharing our 10 tips to tweet safely and compliantly in 140 characters or less. In this installment, we’ll cover the social network with the most “professional” reputation: LinkedIn. 

Financial services professionals have been gaining leads, developing customer relationships, and connecting more authentically with their audiences on LinkedIn – in fact, 62% of financial advisors report getting new clients thanks to the social network! We’re sharing eight great ways to help you drive more engagement – and win more clients – by boosting your presence on LinkedIn.  

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Topics: Business, compliant social media, engagement, financial services, linkedin, social media, Social Media, social media for business

Conquering Compliance: Gremln presents new tools for meeting social media standards of regulatory authorities

Posted by Clayton Smith on May 2, 2012

Social media has taken the world by storm over the last several years, but when it comes to corporate usage, there are some industries that have been a little reluctant to embrace networks like Facebook and Twitter. Chief among them are the financial services providers. The reluctance of investment brokers, lenders, insurance companies, and credit unions to tackle social media head-on is due largely to the need for industry compliance. Regulatory agencies like the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) hold brokers responsible for following strict communications regulations and hand out severe penalties for non-compliance, so it’s not hard to see why many of these companies have deemed social media more trouble than they’re worth.

But with the growing importance of social networks, financial services institutions can’t afford to avoid Facebook and Twitter and still hope to thrive in an ever more digital marketplace. So the question is, how can companies like Gremln help brokers navigate the compliance minefield of social networks?

First, let’s examine what exactly is it about social networking that poses a potential threat to financial services.

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Topics: agnecy, Business, business, compliance, education, facebook, FDA, financial services, FINRA, gremlin, gremln, Gremln News, healthcare, HIPPA, lender, Marketing, media, pharmaceutical, regulation, regulatory, ROI, SEC, social media, Social Media for Small Business, strategy, twitter

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