Words of Wisdom: Social Media and Compliance in Financial Services Conference Key Takeaways

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Words of Wisdom: Social Media and Compliance in Financial Services Conference Key Takeaways


Social Media and Compliance

Yesterday at the beautiful and historic India House, located in the heart of Manhattan’s Financial District, the Financial Technologies Forum (FTF) brought financial services marketers, PR professionals and compliance officers, an information-filled day full of best practices around social communications, and the latest in industry trends and technology.

The Social Media and Compliance in Financial Services event brought together leading industry experts to discuss the latest improvements in social media and compliance in financial services, and how to effectively navigate through the industry regulations around social media to reap the tremendous benefits social media has to offer.

Here are a few words of wisdom from the industry expert panels and presentations.

The Connected Bank

Presented by Sean McDonald, Managing Director, PricewaterhouseCoopers




Social Media and Your Company—Leveraging the Apps, Nuts, Bolts and Widgets to Your Company’s Advantage

Moderated by M. Owen Donley III, Chief Counsel – Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission   Panelists: Augie Ray, Director of Social Media, (Prudential Financial), Kristie Helms, Vice President, Interactive and Social Media, (State Street), Paul Butcher, Head of Digital Communications, (Citi) and Loic Moisand, CEO, (Synthesio)






Safeguarding Your Social Media

Presented by Devin Redmond, Co-Founder & CEO, Nexgate




Overview of Social Media Regulation in the Finance and Insurance Industries

Moderated by Stephen Selby, Assistant Vice President, Social Media, LIMRA Panelists: Yasmin Zarabi, Senior Director of Legal, (Hearsay Social), Sueanne Comerford, Social Media Director, (MetLife) and Kyle Marie Woods, Marketing Strategist, (Thrivent Financial for Lutherans)





Investing in People to Maximize Profits

Presented by David Robinson, Director of Marketing Solutions, Facebook





Creating a Structure for a Social Media Program

Presented by Melanie Hamilton, Head of Industry, Financial Services, Google





Monitoring Social Media

Moderated by Mike Fitzgerald, Senior Analyst, Celent Panelists: Samuel Sova, Director, Social Media Integration & Intelligence, (TIAA-CREF), Iqbal Yusaf, , Business Manager, Financial Products, (Bloomberg Vault) and Steve Pope, East Regional Sales Manager, (Smarsh)  




Getting True Value from Social Media

Presented by Sarah Carter, GM, Actiance Social Business



Case Study: One Financial Institution’s Journey to Find Solution Providers

Presented by Stephen Cheeseman, VP, Associate General Counsel, US Division, Compliance Officer, (Foresters) and Bruce Milne, VP of Product & CMO, (Socialware)



The Future of Social-Media Compliance in the Finance and Insurance Industries

Moderated by Brian Tietje, Strategic Account Executive, LinkedIn Panelists: Mark Bisard, Vice President & Senior Counsel, (American Express), Adam Sherman, Social Media Director, (New York Life Insurance), Phillip Yang, VP, Corporate Counsel, Digital Attorney, (Prudential Financial)

Ready to learn more about developing a social strategy for your financial services brand? Check out our ebook:  Banking on Social Listening: 10 Steps to a Successful Social Strategy for Financial Services

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