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

  • 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

    Global Principal Solutions Consultant at Hootsuite

    Ben partners with Hootsuite’s largest government and financial services clients to help address their unique digital transformation requirements. He works closely with customers and industry analysts to ensure our solutions meet and exceed compliance standards for enterprise social media management.