As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook
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February 6, 2021 at 2:39 AM
Broadridge CEO Tim Gokey gets Google Cloud's head of platform in his corner as he sets sights on wealth management cloud thunderclapper
Amit Zavery takes a Broadridge board seat as the New York firm--its shares skyrocketing in recent years--adds a wirehouse and makes wealth management a third pillar of growth
July 9, 2019 at 11:33 PM
Junxure
CRM Software
Top Executive: Greg Friedman
SalesForce
CRM Software
Top Executive: Marc Benioff
Aite Group
Consulting Firm
Top Executive: Frank Rizza
Globe Runner
Consulting Firm
Top Executive: Eric McGehearty
Elmer Rich III
This headline and the theme of the post in unfair. There is no evidence:
- Social media is useful for B2B uses
- That it is even appropriate for highly regulated industries and professional practices
- Clients are , or should be , comfortable with bringing their social, personal , family, business and financial matters to the open and highly insecure world of social media — that’s just
prudent.
There is a lot of hype around somed. Most of it related to consumer markets and selling consumer goods — but it doesn’t even work that well there.
We are marketers. We use social media and have seen it work for ourselves and our clients. However, it is right for very few clients. We also understand journalists love it — and ppl selling services. Fair enough.
People handling other people’s money are best to be slow in acceptance, skeptical of benefits and careful in all their communications and technologies.
