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Social Media Strategy in the Financial Industry

White Paper, July 5, 2016

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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