BDI - Boston: Financial Services Social Business Leadership Forum
Thursday, March 6, 2014 1:00 p.m. - 5:00 p.m. EST
Boston Public Library 700 Boylston Street Boston, Massachusetts 02116 United States
For additional information, including registration, please click here to visit the event website. Use promo code SEMPO by March 3rd for a discounted rate of $145.
Date:Thursday, March 6, 2014 Time: 1:00 p.m. - 5:00 p.m. EST Place: Boston Public Library, 700 Boylston Street, Boston, Massachusetts 02116 Registration Fee: $195.00 Website:www.bdionline.com/financialsocialbusforum0314.html About the Event: Financial Institutions are changing how they do business. Technology continues to impact the way financial services companies communicate and collaborate with customers, employees, recruits, agents, advisers, partners, media, and the public. As leading financial institutions are embracing new social technologies, they also must meet compliance and legal requirements while doing so.
Our forum will focus on answering the following questions:
What are the best case studies of leading financial institutions becoming a social business and what does that mean?
What are the cost saving & revenue creating opportunities that are the result of becoming a social business?
How do you enable employees to connect, collaborate, and communicate with each other and with third parties through social technologies?
How do you meet legal and compliance requirements and what are the technologies that help you do so?
What are the best examples of how major financial institutions deal with the change management & training issues while creating a culture of innovation?
How do you integrate social into the fabric of your brand to overcome the significant trust issues the financial services industry continues to face?
How are financial institutions using social platforms to recruit new talent?
Speakers: Kristin Ferguson, Social Media Community Manager, Boston Financial Data Services Jayme LaCour, Social Media Director, Putnam Investments Brian Kelley, Head of the Sales and Marketing Center, Putnam Investments John Refford, VP, Strategic Marketing Technology, Natixis Global Asset Management Derek Stern, PRM Compliance, Putnam Investments Debra Tobin, Compliance Manager, Financial Engines Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc.
For additional information, including registration, please click here to visit the event website . Use promo code SEMPOby March 3rd for a discounted rate of $145.
About BDI: Business Development Institute (BDI), founded in New York City by Steve Etzler in 2001 and managed by Maria Feola-Magro, produces conferences and educational programs for marketing, communications and media professionals. Over 15,000 attendees have participated in our programs. We specialize in how technology and the internet impacts marketing, communications and media. Our programs educate while providing valuable networking opportunities to our attendees. The quality of our speakers, program topics, ½ day format, network, and value are what differentiates BDI from its competitors. For more information, please visit our website at www.bdionline.com or follow us on Twitter @bdionline.