Close

Are you in compliance?

Don't miss out! Sign up today for our weekly newsletters and stay abreast of important GRC-related information and news.

Social Media Strategy in the Financial Industry

White Paper, July 5, 2016

Download now

By downloading this asset you consent to your details being shared with the sponsor, receiving communications from the sponsor and Compliance Week, and having a free Compliance Week account created for you.

Social media investment is growing for financial services organizations. Marketing teams, advisors, and agents from boutique firms and top banks all recognize the power of social to promote their services. But these companies face strict industry regulations. FINRA and other compliance requirements that regulate existing marketing channels also apply to social media. Successfully expanding social media efforts while staying compliant presents a unique challenge.

Download this paper from Proofpoint and Blue Hill Research to learn more about how financial services organizations are using automated social media protection tools to secure their social media strategy.

Based on interviews with social media leaders at top financial institutions, this paper covers:

  • Social media objectives of financial services firms
  • Risks presented by social media
  • Components of a successful risk-aware social media strategy
  • Benefits of automation in content moderation and social media monitoring