Updated Saturday, April 19, 2014 as of 5:42 AM ET
Social Media Complaints Provide Banks Chance to Step Up Service
Bankers should view customer complaints as an opportunity to score points with customers, especially when those comments come from social media.
This notion may seem counterintuitive. Comments on social media are often seen by other clients, spurring concerns that such moments could publicly shame a bank. Rather, bankers should use those occurrences to demonstrate outstanding customer service in front of a crowd.   more »
More in Social Media
Make the most of your LinkedIn profile by making sure your social media strategies are the strongest they can be. Here are tips collected from several industry experts. more »
Advisors will be expected to keep records about the content they post on social sites just as they do with other materials on traditional channels, according to a senior commission attorney. more »
Now that financial regulators have finalized rules on social media interaction, firms like ING are, slowly and cautiously, beginning to let advisors experiment with social networks. more »
Clients and their children are increasingly shifting their lives online, but without realizing the potential dangers to their digital assets. more »
A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips. more »
How do you want to improve your practice in the new year? Financial advisors (and the consultants who work with them) voice the top resolutions for 2014. more »
The Federal Financial Institutions Examination Council on Wednesday issued final guidance aimed at helping, banks, credit unions and other financial institutions manage risks related to social media. more »
Data from this year's Financial Planning Tech Survey tells us what's been going on this past year, but it doesn't tell you what's going to happen next year. Here are a few modest technology predictions for 2014. more »
The use of social media within an advisory practice has been the subject of much debate within the industry, but one of the most common arguments for advisors limiting or altogether barring sites like Facebook and YouTube within the firm -- compliance -- might be dramatically overstated. more »
The new model has to be able to serve clients "any time, any place and anyhow," said Bernie Clark, the head of Schwab Advisor Services at the financial service giant's annual Impact conference in Washington, D.C. more »
SEC Chairman Mary Jo White said the agency will review corporate disclosure rules to root out requirements that may be causing “information overload” for investors. more »
There are few marketing issues in the advisor sector that in recent years have inspired more interest -- and uncertainty -- than the use of social media in the practice. more »
Carson's coaching firm, Peak Advisor Alliance and digital content firm, Faulkner Media Group have joined forces to create a new digital content service for advisors. more »
Lists
Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here