(Editor’s Note: LinkedIn, the social media networking platform for businesses and employment, has become a favorite social outlet for financial services firms that want to spread the word about their offerings. However, LinkedIn has gone through a major redesign, which has caused financial services firms to be concerned about how user interface and other changes… Read More >>
Hearsay Bolsters Platform with Predictive Analytics
Hearsay Systems says it has bolstered the Hearsay 360 client engagement solution for financial advisors with predictive analytics, intended to help financial services firms speed up compliance reviews and improve workflows. The new features and functions have been inspired by the work of Hearsay’s data science staff, officials say. The goal was to provide compliance… Read More >>
LSE Group Launches Social Media Platform for Investor Relations
A LinkedIn/Skype hybrid developed by the London Stock Exchange Group (LSEG) will make investor relations activity more efficient and less costly, according to the stock exchange group. The platform, Elite Connect, is a mixture of LinkedIn and Skype, according to the London Stock Exchange Group’s head of Italy and Continental Europe primary markets, Luca Peyrano…. Read More >>
Hearsay Unveils Apps for Surveillance Suite
Social media compliance vendor Hearsay Social has unveiled new mobile applications for iPhone and Android that will link clients to Hearsay’s Predictive Social Suite, according to a company statement. Hearsay is a privately held, San Francisco-based provider of software-as-a-service predictive technologies that enable financial advisors and insurance agents to “identify opportunities” and “engage with their… Read More >>
How Not to Cross the Line via Social Media
Learning the power of social media helps financial services firms understand how not to cross the line into non-compliance, says David Edwards, president and wealth adviser at Heron Financial Group wealth advisers, based in New York City. Heron Financial is “very marketing-focused” and thus a great fit with social media, Edwards says. “When I say… Read More >>
ProEquities Taps Smarsh for Social Media Compliance
Smarsh, a provider of hosted archiving solutions for compliance and e-discovery, reports that it has been selected by ProEquities, a broker-dealer for independent registered representatives and financial advisors, to provide it with LinkedIn, Facebook, Twitter and email archiving services. The services will enable ProEquities to meet the needs of its advisors and its IT and… Read More >>
A Compliance Speed Bump in an Era of ‘Social Selling’
LinkedIn, a social media site for business interactions, is hoping to take “social selling” to the next level via an upgrade of Sales Navigator to a software-as-a-service (SasS), enterprise-wide offering. Anticipating demand for Sales Navigator, social media compliance provider Hearsay Social is developing capabilities to help its financial services clients use the sales tool and… Read More >>
