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How I Did It: Financial Services Social Pioneers

Event Interactive 2012
Format Panel
Organizer Joanna Belbey – Actiance, Inc.
Speakers
  1. Joanna Belbey – Actiance, Inc
  2. Lori Feldman – Citi
  3. Lauren Wagner Boyman – Morgan Stanley Smith Barney
  4. John Stepper – Deutsche Bank
Description As a highly regulated industry, financial services has been slow to adopt social media. Concerns include reputational risk, fraud, and importantly, ensuring compliance with regulations. In this panel, you’ll hear four pioneers discuss how they overcome concerns and implemented social media within their organizations. • Hear John Stepper, Deutsche Bank, discuss a framework used to morph a conservative, hierarchical organization into one that's agile and embraces community-driven change. • Learn how Lori Feldman, Citi, tapped the thought leaders across 140 countries to support informational needs of institutional clients. • Discover from Lauren Wagner Boyman, Morgan Stanley Smith Barney how by collaborating with compliance, she was able to launch the very first use of social networking by wealth advisors in a large firm, prompting a tsunami of change within financial services industry.
Questions
Answered
  1. How does one person who is passionate about social media make a difference within a large organization?
  2. What's your secret of getting myriad groups such as legal, compliance, corporate communications and senior management to agree to implement social media?
  3. Which approach works better? Evangelize or solve a problem?
  4. What were the goals for the organization for social media? Did you meet the goals?
  5. What would you have done differently?
Level Intermediate
Supporting Material This topic, "How I Did It: Financial Services Social Pioneers", attracted more than 350 attendees at Social Media Week New York in February 2010 and was the only session at the 2 day 140 Character Conference in New York in June 2010 to attract the press. Please see "Wall St,'s take on Twitter" 2 minute video from Thomson Reuters here: http://www.reuters.com/video/2011/06/16/wall-sts-take-on-twitter?videoId=216027891
Category Business / Startups / Funding
Tags Banking, compliance , financial services
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