Quarterly Roundup: 4 Banks With Top-Notch Social Media Strategies

Posted by Meghana Hermes on November 13, 2018

When it comes to social media, too many banks are on the outside looking in — or at least only cautiously involved. Heavy regulations and compliance constraints keep a majority of banks acting like wallflowers at the school dance — too nervous to jump in.

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Topics: social banking, social media banking, social media for banking, bank marketing, social media monitoring, social media risk management

SEC Update: 6 Ways For FinServ To Safely Use Social Media

Posted by Emily Lange Rodecker on April 17, 2014

 

The Securities Exchange Commission (SEC) updated its regulatory guidelines for social media last week, providing clarification on its policies regarding testimonials and advertisements.

In an effort to keep advisers from promoting any material that could be seen as manipulative, fraudulent, or deceptive, the SEC previously prohibited advisers and investment advisory representatives (IARs) from the following:

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Topics: Compliance, compliant social media, financial social compliance, financial social media, social banking, social media compliance, Social Media for Banking, social media regulations

Social Media & Banking: Gremln Get Started Guide - Part 4

Posted by Emily Lange Rodecker on November 6, 2013

LinkedIn: The Professional Social Network

As the “professional” social network, LinkedIn is particularly beneficial to those in the financial services industry. Not only can you position yourself and your bank for others to find your services, you can actively monitor your clients’ profiles to stay abreast of major life changes – promotions, relocations, and retirements can all mean changes in a person’s financial situation, one that may just require your expertise.

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Topics: compliance, compliant social media, linkedin, social banking, social media, social media 101, social media and banking, social media compliance, social media education, Social Media Education, Social Media for Banking

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