Social has grown from marketing channel into an indispensable tool for recruiting people, driving sales, and creating exceptional customer experiences.

But what does that mean for the heavily regulated financial services industry? We did the research to find out.

Join our financial services industry expert, Amy McIlwain, and Social Media Director at Putnam Investments, Jayme Lacour as they discuss the findings and provide you with actionable recommendations on how you can use social to drive results in financial services organizations.

What You'll Learn

  • How departments in the financial services industry are using social—both individually and collaboratively.
  • The key social strategies and use cases for social including marketing, selling, advocacy, and customer service.
  • How success on social is measured and how to overcome common barriers that limit it.

  • Photo of Amy Mcilwain

    Amy Mcilwain

    Global Industry Director, Financial Services at Hootsuite

    Amy leads the financial services team at Hootsuite. As a social media speaker, best-selling author, and compliance expert, she’s appeared on FOX, CBS, ABC, and NBC.

  • Photo of Jayme Lacour

    Jayme Lacour

    Social Media Director, Putnam Investments

    Jayme has over 15 years of digital marketing experience in financial services. As the Social Media Director at Putnam Investments, he focuses on creating and implementing better customer experiences for investors.