SOURCE: Socialware


August 17, 2010 10:00 ET

Socialware Announces SocialTurns Council to Educate Financial Industry on Social Media, Compliance and Technology

New Council of Industry Thought Leaders and Experts Collaborate to Bring Social Media, Compliance Best Practices to Financial Professionals

AUSTIN, TX--(Marketwire - August 17, 2010) -  Socialware, a leader in enabling the social enterprise through the use of Facebook, LinkedIn and Twitter, today announced the SocialTurns Council, a group of industry experts and leaders in social media and compliance, to form and catalyze the discussion around social media usage and compliance best practices in the financial services industry. The council is made up of compliance, marketing, technology and financial services professionals who are pioneering social media adoption in the financial services industry. Council members include financial compliance executives from major financial brands, regulatory leaders from the financial industry, influential marketers and technology innovators.

The SocialTurns Council includes Pat Allen, Principal, Rock The Boat Marketing; Chad Bockius, CEO, Socialware; Pete Chiccino, EVP and CIO, The Bancorp Bank; Debbi Corej, VP of Compliance, Prudential; Julie Gebert, AVP of Compliance, Cambridge; Kip Gregory, Principal, The Gregory Group; D. Bruce Johnston, President & CEO, Advisolocity; Kristen Luke, Principal, Wealth Management Marketing; Christina Nelson, Senior Editor, Financial Planning Association; Stephanie Sammons, CEO, WiredAdvisor; Stephen Selby, Director of Regulatory Services, LIMRA; and Jennifer Sussman, Director, Online Marketing & Experience, American Century Investments. Biographies can be found here:

"In a recent Socialware survey on social media usage among financial advisors, it was clear that although there is massive business value in social media for financial professionals, there is also a lack of awareness on how to do it compliantly and effectively -- something that leaves the industry as a whole wondering where to turn next," said Chad Bockius, CEO of Socialware. "With the SocialTurns Council we have assembled some of the brightest minds in compliance, technology and social media marketing to educate the financial services industry on how to tackle social media usage in a compliant fashion, moving the industry forward by leaps and bounds. We are all excited to enliven the discussion on this topic and help bring compliant social media practices to the industry."

The SocialTurns Council will lead the discussion via the SocialTurns community site at In less than two weeks, the SocialTurns community has grown to 500 members from 13 countries around the globe, an illustration of the demand for answers and insights. The site provides financial professionals with a centralized location for all their social media discussions and questions. Members of the SocialTurns community are welcome to participate in discussions, share tips, blog posts, best practices and to build relationships with experts across the industry.

"Social networks like LinkedIn, Facebook and Twitter provide the biggest opportunity for financial professionals in connecting with millions of potential customers, referrals and new hires, but adoption will only come through education -- on both best practices and strategies -- and technology," continued Bockius. "We're very excited to launch the SocialTurns Council and look forward to bringing the financial world the very best in insight and best practices to take their social media activities to the next level."

The SocialTurns community is free to join. To register and start participating, please visit http://

About Socialware
Based in Austin, Texas, Socialware bridges the gap between the enterprise and social networks to transform the way that companies and their employees engage and communicate with clients, partners and one another. Leveraging the industry's first Social Middleware platform, Socialware's technology allows companies to transform public social networking sites like Facebook, Twitter and LinkedIn into enterprise-grade channels within the framework of their existing business processes. You can find out more about Socialware at, as well as on Twitter: @Socialware. You can also read their blog:

Contact Information

  • For more information contact:
    Mickey Nelson
    Brady Public Relations
    Email Contact