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How do you deliver social media success in financial services?

Security + compliance = success: how financial services providers are going social

September 29, 2015 1:00 pm EST

When you have an industry worth trillions and that is leaving the next generation of consumer cold, you have the perfect conditions for gaining competitive advantage through customer experience.

The world has changed, yet the way financial service providers interact with their customers has not. It’s time to focus past the fear of security and the pain of compliance and face facts: customers want to conduct their relationships with FSPs on their own terms, through their choice of convenient digital channel at a time and place convenient to them. As RBS Chief Executive Ross McEwan said: “Our busiest branch is the 7:01 from Reading to London Paddington.”

It’s not just about existing customers. Brand and product choices are increasingly informed by new, wider peer networks, extended by social media. And if you’re not a part of the conversation…

Join five other senior financial services executives and thought leaders on this roundtable to discuss the new reality of this modern business essential. Now that regulatory audits acknowledge social media, what is the new social landscape for financial brands, and who will be the winners?

Discussion Points

  • Steps to social media compliance
  • Visualizing the ROI of social
  • Better social media security
  • The human factor: educating and training your people
Moderator
Adam Burns
Editor-in-chief and Presenter at MeetTheBoss TV
Industry Expert
Kevin Zellmer
VP Corporate and Business Development