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Maximizing the Social Opportunity for Financial Institutions by Forrester & Actiance Webinar Recording

To date, traditional investment and life insurance firms have been insulated from the disruptive forces of social technologies because their best clients are older. In countries around the world, younger generations lead in the use of social networks, while the generations with the most investments — Boomers and Seniors — lag. As older investors continue to adopt these new technologies — and as younger investors accumulate more investable assets — social strategies will become imperatives for investment firms and life insurers, as well as the means to access social strategies, such as mobile and smart phones. Leading firms are already on the move, like New York Life Insurance in social and E-Trade in mobile. Smart eBusiness and channel strategists will decide now on their social strategies and access strategies such as mobile, even if the answer is to delay action for the time being.

Bill Doyle, Vice President and Principal Analyst for Forrester Research will break down the opportunity for financial institutions.  Sarah Carter, VP Marketing for Actiance will cover the best practices and approaches to dealing with the many security and compliance issues that are associated with mobile social and use case studies of wealth management firms using social media effectively.

Please register here to access the recording of the webinar.