Summaries

Download One Page Summaries

  • Socialware Overview

    This document provides a brief overview of the Socialware platform and our products. Our platform provides compliance, measurable engagement, and best practices for social business.

  • Socialware Compass

    Learn more about Socialware Compass, a social media compliance software that allows financial services companies to use social media within industry regulation and turn public social networks into powerful marketing channels.

  • Socialware Voices

    Learn more about Socialware Voices, a social engagement software that empowers financial services sales channels to attract, win, and better serve a broader community of loyal customers.

  • eMarketer Interview with Steve Holstein

    Download the interview with Steve Holstein of Guardian Life Insurance where he discusses branding with social media and how social media has helped Guardian achieve its goals.

    • Resource Centers

  • Advisor Resource Center

    This resource center offers financial advisors the tools they need to understand how to harness the benefits of social media to grow business and build relationships while avoiding its pitfalls.

  • Marketing Resource Center

    This resource center gives you the tools necessary to improve marketing for your company by enabling advisors to use social media effectively.

  • Compliance Resource Center

    This resource center will provide you with the compliance tools necessary to help eliminate risks for your company while enabling advisors to build business using social media.

  • Case Studies

    Gaxiola-Advisor-Case-Study

    Financial Advisor – Kim Gaxiola

    Guardian_Enterprise_CaseStudy

    Guardian Life Insurance