Social media is changing how and where financial institutions interact with their customers while having a massive impact on business goals. We invited industry leaders to discuss how you can leverage the power of social media to make an impact on your business and stay compliant at the same time.

You’ll learn:

  • The ways social can benefit advisors, marketers, and sales professionals in the financial services industry
  • How social can be used to improve customer experiences and protect your brand while remaining compliant at the same time
  • What social media strategies are working for leaders in the industry

Our event speakers

Photo of Alley Adams

Alley Adams

Manager, Wealth Management Marketing, Canaccord Genuity Wealth Management

Alley heads up Digital Strategy across Canada for Canaccord Genuity Wealth Management. She is responsible for helping investment advisors engage on social media, growing the company’s digital footprint and looking at new technologies to enhance client relationships. Having worked for the TSX in capital markets consulting for high-growth tech companies, Alley is a big believer that legacy industries cannot afford to miss the boat when it comes to technology and especially, social media. 

Photo of Jeff Schaeffler

Jeff Schaeffler

Director of Audience Product Marketing, Hootsuite

For over a decade, Jeff has helped companies find a better way to connect with their consumers.
As Director of Audience Product Marketing, Jeff is responsible for understanding the diverse nature of our global audience and how Hootsuite products can help address the problems they are trying to solve.

Photo of Ben Cathers

Ben Cathers

Senior Strategic Solutions Consultant, Hootsuite

Ben Cathers is the Senior Strategic Solutions Consultant at Hootsuite. He sells, pitches and manages the initial rollout phase in some of Hootsuite’s largest rollouts, including compliance rollouts for top-tier insurance companies. Ben is a frequent speaker on social media and financial services, having presented at multiple BDI Events, Meetups and at the International Trader's Expo.