Socialware, a social business solution provider for financial services, this week launched a new listening platform that gives financial professionals the unprecedented ability to identify significant events in the lives of their social network connections. Customized alerts consolidate feedback from across professionals’ existing networks to inform them of relevant updates that represent opportunities to interact with a client, prospect or partner.
“The success of an advisor can be measured by the number and quality of relationships they’ve built, and financial firms rely on their advisors to drive and retain business through those trusted relationships,” said Socialware CEO Chad Bockius. “Advisors need a way to manage one-on-one relationships efficiently and at scale.”
