Updated Friday, April 18, 2014 as of 11:40 AM ET
Social Media Complaints Provide Banks Chance to Step Up Service
Bankers should view customer complaints as an opportunity to score points with customers, especially when those comments come from social media.
This notion may seem counterintuitive. Comments on social media are often seen by other clients, spurring concerns that such moments could publicly shame a bank. Rather, bankers should use those occurrences to demonstrate outstanding customer service in front of a crowd.   more »
More in Social Media
Advisors will be expected to keep records about the content they post on social sites just as they do with other materials on traditional channels, according to a senior commission attorney. more »
Now that financial regulators have finalized rules on social media interaction, firms like ING are, slowly and cautiously, beginning to let advisors experiment with social networks. more »
Clients and their children are increasingly shifting their lives online, but without realizing the potential dangers to their digital assets. more »
LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver. more »
The Federal Financial Institutions Examination Council on Wednesday issued final guidance aimed at helping, banks, credit unions and other financial institutions manage risks related to social media. more »
The use of social media within an advisory practice has been the subject of much debate within the industry, but one of the most common arguments for advisors limiting or altogether barring sites like Facebook and YouTube within the firm -- compliance -- might be dramatically overstated. more »
The new model has to be able to serve clients "any time, any place and anyhow," said Bernie Clark, the head of Schwab Advisor Services at the financial service giant's annual Impact conference in Washington, D.C. more »
SEC Chairman Mary Jo White said the agency will review corporate disclosure rules to root out requirements that may be causing “information overload” for investors. more »
Social media has proven to be a helpful marketing and communication tool for many companies, but the financial industry seems to only just now be breaking into this trend. Here are 5 tips on how to get started. more »
There are few marketing issues in the advisor sector that in recent years have inspired more interest -- and uncertainty -- than the use of social media in the practice. more »
Advisors don't need to devote hours a day to get started with social media — a simple weekly message or educational information that engages people is a great start. more »
Carson's coaching firm, Peak Advisor Alliance and digital content firm, Faulkner Media Group have joined forces to create a new digital content service for advisors. more »
Twitter, Facebook, and LinkedIn conversations don't come easily to banks. Here's a look at a few common missteps made in financial services. more »
Bank Advisors on the Move

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