In spite of this, agents and advisors may be reluctant or time-constrained in their efforts to maintain an active social presence. Even with help from corporate marketing teams to create and distribute content, the heavily regulated nature of the financial services industry makes compliance an ongoing concern.

This white paper uncovers the operational and business benefits that can be realized with a secure and compliant social selling solution including:

• Increased lead acquisition and customer retention
• Increased operational efficiencies
• Significant compliance and risk mitigation