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Transforming Traditional Advisor Channels: Announcing Hearsay Messages and the Predictive Omnichannel Suite

Today, I’m thrilled to announce our Predictive Omnichannel Suite, a full set of integrated apps purpose-built for advisors to save time, stay relevant, and deliver more personalized service to their clients. Read more >
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5 Spooky Fears Financial Advisors Face

One of the worst nightmares for a financial advisor or insurance agent is missing an important event in his or her client’s life–one of several spooky challenges advisors face on a daily basis. Deep down inside advisors want to provide the very best for their clients, so not meeting their clients’ expectations because of process […] Read more >

Our Mission: Helping Customers Adapt to Constant Change

Consumer social media platforms change constantly, and as an innovation partner and technology provider to our customers, we make it our job to keep up with these changes to ensure our customers are able to best utilize these social networks to engage clients and build deeper relationships. In 2014, Facebook announced that it would be […] Read more >
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France’s AMF Issues Public Consultation on the Business Use of Social Media

With social media playing an increasingly important role in communications, France’s financial regulator, the Autorité des Marchés Financiers (AMF), has issued a public consultation to clarify its approach to regulation on the business use of social media by asset management companies and debt securities issuers. According to the AMF, “communications and marketing professionals were quick […] Read more >
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Introducing Social Business Training for Advisors

Developed specifically for advisors, Social Business Training provides an interactive e-learning platform for advisors to gain practical knowledge on how to create a social business plan and grow their business. Read more >

The UK’s New FCA Guidelines: What It Means for Advisors (Part 2)

By including what we consider to be the three vital elements of any best practice social campaign, the FCA guidance provides firms – and other European regulators – with a solid foundation on which to base their own social media policies: Read more >
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New Universal Supervision Experience Streamlines Compliance Workflow

We are excited to announce today the new universal supervision experience available to compliance and supervision users of our Predictive Social Suite. The universal supervision experience is a contextual review interface that makes the process of monitoring and reviewing advisor social media and website content significantly more efficient. We built the new universal supervision experience […] Read more >