SOURCE: Socialware


June 29, 2011 09:00 ET

Socialware Brings Together Leading Financial Services Marketing Executives to Discuss Social Media

Recent Exclusive Event Reveals Concerns, Excitement and Best Practices for Generating Business via Social Networks

AUSTIN, TX--(Marketwire - Jun 29, 2011) - Socialware, the leader in social media compliance and engagement, today revealed the gathering of more than 40 marketing executives from 20 financial services firms and representatives from industry organizations to discuss the state of affairs around social media use. Guests attended sessions including a panel conversation where speakers from Forrester Research, Guardian Life, LinkedIn and Morgan Stanley Smith Barney discussed best practices for implementing social media strategies in the complex financial services environment. Other forum speakers included Jamie Punishill, Global Head Wealth Online for Thomson Reuters and Chad Bockius, CEO of Socialware.

"While compliance continues to be a significant consideration for financial services firms using social media, this forum provided an opportunity for the marketers to discuss the substantial business opportunities," said Steve Holstein, CMO of Guardian Life Insurance Company of America. "As a leading social business technology provider, Socialware delivered an event where attendees could really discuss the challenges and opportunities for social media in financial services organizations."

"Because of our experience solely focused on solving the social business challenges for financial services, we know there are many firms delivering innovative social media programs and others that are just getting started," said Chad Bockius, CEO of Socialware. "We saw an opportunity for marketing executives of top firms, who may not have otherwise done so, to come together and discuss challenges and best practices for approaching their social business initiatives."

Socialware provides other opportunities to discuss social media in financial services, including the online community, SocialTurns. With nearly one thousand members, this growing community continues to spark lively discussion and idea sharing. Due to the success of SocialTurns and the recent marketing forum, Socialware plans to continue both the industry dialog and also conversations specifically for the marketing executive looking to build and grow his or her firm's social business programs.

To join the conversation on social business topics, visit the SocialTurns community For more insight and commentary on the effective and compliant use of social networks, please visit

About Socialware
Based in Austin, Texas, Socialware provides software that empowers financial services marketing and sales to profitably build valued business relationships. With unmatched expertise drawn from over 100 clients, Socialware is the trusted standard for social business management in financial services industries. You can find out more about Socialware at, as well as on Twitter: @Socialware. You can also read their blog:

Contact Information