Background Check: How to keep your visuals from hurting your image

Posted by Ryan Bell on July 29, 2015

Welcome to the age of the image, where everyone strives for video virality and photos reign supreme. The major social networks have put a strong emphasis on pictures and video. Twitter showcases them in the timeline, Facebook gives them more weight in their algorithm, Instagram gives you a plethora of filters and editing tools, and even LinkedIn has started flashing visually engaging mosaic layouts for its Author pages. As far as the networks, and therefore the users, are concerned, if your message doesn’t have a visual, it’s likely little more than static.

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Topics: facebook, instagram, linkedin, Reputation Management, social media, Social Media, social media marketing, Social Media Marketing, twitter

De-Mystifying Social Media for Mortgage Loan Originators

Posted by Mikki Ware on June 4, 2015


Two of the most important keys to a loan originator’s (LO) success are trust and relationships. And while that aspect of the business hasn’t changed, the strategy to build trusting relationships has evolved. The old “grow and nurture” method included in person meetings, cold calling, and advertising – and then nurturing those leads with emails, calls, or letters. Growing and nurturing your network is still important, but now in addition to using a call sheet or email list, you have social media platforms. It’s no longer just about a sales pitch, but staying in touch and adding value to your network in as many ways as possible.

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Topics: facebook, linkedin, social media, Social Media for Mortgage Banks, twitter

FFIEC FAQ: What Social Media Guidance Means for Financial Services

Posted by Paul Rauner on March 25, 2015


By now it’s no secret that financial services companies need to adhere to the Federal Financial Institutions Examination Council (FFIEC) guidance regarding social media use. Gremlin Social customers are not only looking for social media compliance tools, but also guidance on how the tools specifically address their compliance needs. Here we’ve broken down the FFIEC rules into frequently asked questions, and shed some light how the rules apply to your social media and risk management programs.

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Topics: compliance, Compliance, facebook, FFIEC, financial services, linkedin, regulation, social media, social media compliance, twitter

Social Listening – How to Learn from Your Customers with Social Media

Posted by Emily Lange Rodecker on March 18, 2015


Social media is a great place for businesses to learn what customers want, what competitors are up to, and keep a pulse on current industry climate. Companies big and small are turning to social listening to garner important information previously left to customer surveys and focus groups. But with Twitter, Facebook, and LinkedIn (just to name a few of the many social networks you might be using), it can be hard to keep track of what’s being said where, let alone keep up.

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Topics: facebook, gremln, linkedin, social media, social media marketing, Social Media Marketing, twitter

The Loan Officer's Guide to Social Media Strategy, Part 1: Start with LinkedIn

Posted by Mikki Ware on February 4, 2015

Two of the most important keys to a loan officer’s (LO) success are trust and relationships. And while that aspect of the business hasn’t changed, the strategy to build trusting relationships has evolved. The old “grow and nurture” method included in person meetings, cold calling, and advertising – and then nurturing those leads with emails, calls, or letters. Growing and nurturing your network is still important, but now in addition to using a call sheet or email list, you have social media platforms. It’s no longer just about a sales pitch, but staying in touch and adding value to your network in as many ways as possible.

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Topics: linkedin, Marketing, social media, social media for loan officers, Social Media for Mortgage Banks, social media marketing, Social Media Marketing

7 Ways Financial Advisors Can Gain Leads Through Twitter

Posted by Emily Lange Rodecker on December 31, 2014

In our first two articles in this series, we discussed how financial advisors can leverage LinkedIn and Facebook for lead generation. Now it’s time to talk Twitter. Twitter is a fantastic resource for prospecting. A study by Putnam Investments reports that 66% of financial advisors saw an uptick in new business using social media in 2014 – a 17% increase from last year. The study also showed that Twitter use is on the rise, with 26% of financial advisors using Twitter for business.

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Topics: Business, facebook, FFIEC, financial services, gremlin, linkedin, social media, Social Media, social media for business, Social Media for Financial Advisors, social media marketing, Social Media Marketing, twitter, twitter business

6 Ways Financial Advisors Can Gain Leads Through LinkedIn

Posted by Emily Lange Rodecker on December 2, 2014

As part of a 3-part series, we’ll be exploring the various ways financial advisors can gain leads through social media and work to expand their businesses and gain new customers. First up? LinkedIn – the professional social network.

Your presence on LinkedIn is all about expertise – showing you know your stuff and that you’re the person for the job. How can you exhibit this? Well, you have to post. You have to brag (a little). And you have to know what your audience needs so you can tout your talents appropriately.

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Topics: financial advisors, linkedin, social media, Social Media for Financial Advisors

Update: What’s New In Social Media

Posted by Mikki Ware on November 7, 2014

Social media moves at the speed of – oops, something new just came out. If you’re having trouble keeping up, here is a list of the most recent updates, apps, and features on your favorite social networks.

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Topics: facebook, linkedin, social media, Social Media News, twitter, vine

Engage & Convert: How Financial Services Can Build Relationships on Social Media

Posted by Mikki Ware on October 23, 2014

We’ve all heard the terms B2B and B2C – but when it comes to social media, isn’t it all about P2P? In other words, people communicating with other people. Of course, as a business, the end goal is sales, but you can’t lose sight of thought leadership and consumer needs to get there. In fact, studies show that 71% of consumers who experience a quick and effective brand response on social media are likely to recommend that brand to others, compared to just 19% of customers who do not receive a response. The net net – social media isn't just about broadcasting your brands message, but responding and relating to people online.

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Topics: compliance, Compliance, facebook, financial services, gremlin, linkedin, social media, Social Media, social media compliance, Social Media Education, twitter, Uncategorized

Marketing to the Generations: How to Connect With Gen X

Posted by Mikki Ware on August 15, 2014

Ask yourself: who is your audience? All financial institutions are not created equally, so it is important to have a grasp on to whom you are selling your services. Previously, we discussed how to reach out to millennials, those born between the years of 1980-1999. Now it’s time to talk about their predecessors, the group born between 1960-1979 who Douglas Coupland famously coined as Generation X.

Generation X presents an interesting challenge for marketers because there is no slam dunk way of appealing to them. They are tech savvy, but not as likely as millennials to look for their banking solutions online. They have a bit of money, but quite a bit more debt than Boomers; not that Gen X are frivolous spenders. The debt is a result of their position as the most educated generation, and consequently, the generation who owes the most in student loans. Let’s take a look at what else you can expect from Gen X, and how to close the deal with them.

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Topics: facebook, Gen X, linkedin, Marketing, social media, Social Media, social media marketing, Social Media Marketing, strategy, twitter, twitter marketing

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