Socialware solves critical social business management problems that affect executives throughout leading financial services companies.

   

NEXT Financial and Cambridge Investment Research

Brand awareness and market penetration are critical.

We often hear from marketing executives that brand expansion is based on facilitating one-to-one conversations between customers and sales. There is also a need to deliver the most effective content throughout the sales channel.

  1. Use Socialware Voices in order to provide the marketing organization with a toolset to create, approve and execute social media campaigns.
  2. Monitor the reach and effect of messages throughout approved social media channels, consistently optimizing content and outreach strategies to achieve greater market impact.
  3. Develop social media into one of the top performing, measurable vehicles in the marketing mix.

For access to more marketing tools, visit our Marketing Resource Center.

LEARN MORE ABOUT VOICES
   

American Portfolios Financial Services

We want to broaden our sales funnels using high quality messaging that produces a greater volume of leads.

The largest emerging audience is in social media channels. Interest in using social media to successfully grow the sales funnel is a frequent sentiment from sales leadership.

  1. Activate social networking channels for the sales force, empowering them to send approved marketing messages directly to their personal social network.
  2. Use the reporting features of Voices to discover the sales agents with the top performing social networks and share best practices across the sales team.
  3. Continually monitor the front end of social sales funnels to ensure lead flow and conversions.

For more great sales tools, visit our Advisor Resource Center.

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Guardian Life Insurance

Compliance officers appreciate user friendly solutions and proven support for social media usage.

Compliance officers frequently comment on the rapid growth of their customers use of social media and the need to do something to address that growth while ensuring compliant employee use of social media.

  1. Use Insights to drive the creation of a corporate social media policy that is compliant with all regulatory authorities.
  2. Configure Compass to provide the compliance team with the ability to control who has access to which social networks and to moderate the content that is posted.
  3. Include social media analytics and insights in the ongoing compliance auditing, ensuring the business is up to date with the latest regulations and maintaining pace with the ever changing world of social media.

Download and access compliance tools by visiting our Compliance Resource Center.

LEARN MORE ABOUT COMPASS