Managing FINRA, SEC, and More in the Social Enterprise
Many organizations are now adopting enterprise social media applications, deploying communities and extending their collaboration platforms outside their firewalls to customers and partners.
For financial services firms, however, “going social” presents a particular set of challenges. The interactive communities enabled by networking, blogging, and other social applications can provide effective ways of connecting with customers. Yet within the highly regulated financial industry, a firm’s communications with the public are subject to regulatory scrutiny – and the firm itself is subject to penalties if those communications are found to be inappropriate.
Leveraging the Social Web to Enhance Your Business
Chances are your employees are quite conversant in the information-sharing and the interactive, community-building capabilities of Internet tools such as Facebook, LinkedIn, and Twitter. Given their fluency in these tools, why not provide those same capabilities to them in the workplace, to perform work-related tasks at their jobs?
Social collaboration software products allow you to create an enterprise-wide online community for your employees, enhancing your existing business processes and making them more collaborative by enabling new ways of sharing information and internal expertise.
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Multi-stream capture – i.e. capturing information that comes into an organization not just via paper, but also through email and attachments, faxes, and input from social media, and smart phones – is increasingly a challenge, and not just for financial services and insurance firms. This post provides some recommendations for how to proceed, and for how to evaluate the effectiveness of your own organization’s capture operation.
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SharePoint at the Crossroads by Joe Shepley
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You CAN Take It with You (in Massachusetts, Anyway) by Linda Andrews
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Why We’re Using Social Media by Linda Andrews
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By Linda Andrews: Jury Duty is NOT a Good Place to Go Social (Part Deux).
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By Joe Shepley: Information Management Will Never Be the Same – Part 2.
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Guest blogger Randy Kahn provides twelve reasons for any organization to “right-size” its information footprint.
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By Linda Andrews: A Company That’s Eradicating (Internal) Email.
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By Joe Shepley: Information Management Will Never Be the Same – Part 1
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Joe Shepley discusses “Social Business: Four Steps to Getting Compliant.”
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By Joe Shepley: Social Business: Compliant Communities as a Strategic Differentiator
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Joe Shepley on “Finding the Right Objectives for Social Media and Enterprise Collaboration.”
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By Joe Shepley: Book Review: Olivier Blanchard’s “Social Media ROI”
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By Joe Shepley: “Lowering the Bar: 5 Information Mgmt. Quick Fixes to Improve Your SharePoint Environment”
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By Joe Shepley: “The Root of All Evil: SharePoint Information Architecture and Happy End Users.”
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Joe Shepley’s “Apple and Social Business Software Providers Could Miss Their Chance to Topple Microsoft”
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By James Watson: “Mobile Content for Mobile Users”
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“Visions of a Post-Office World: SharePoint 2010, the iPad, and Social Business Software” by Joe Shepley
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By Rich Medina: “It Ought to Be a No-Brainer: Capture for Inbound Document Processing”
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By Rick Tucker: “No One Cares about Content Management (No One Who Matters, Anyway) “