Thursday, September 18, 2014 3:30pm - 4:15pm
Social Selling in Complex Environments: Customer Panel
- Dan Swift, Director of Sales, Financial Services, LinkedIn
- Nate Isaacson, Manager, Social Enablement and Digital Marketing, Guardian Life Insurance Company
- John Flannery, Vice President of Operations & Digital Strategy, Marketing & Communications, XL Group
The general public's trust is rebuilding toward the financial services industry after a torrid couple of years – and much of that trust can be fostered through greater interaction via the social tools that consumers increasingly rely on. But the financial services industry is a risk averse industry and regulators exist to ensure the general public is protected from potential false advertising and misleading information by financial institutions.
What steps can you take to leverage the power of social selling within the confines of today's regulatory frameworks, and ensure the rest of your firm moves away from long-entrenched mindsets to embrace the benefits of social engagement? During this informative panel, financial services leaders will share lessons learned and best practices around how they navigated hurdles, changed company culture to alleviate fears about social selling, ensured adoption across teams, and ultimately proved ROI.