Long Lasting Ideas

AUGUST 7, 2014

The expansion of social media in the workplace and for personal use has made it vital for financial institutions to include a specific social media policy within its policies and procedures. 8 Steps to Create Your Social Media Policy. IBM Social Computing Guidelines. Social Media Policy Database.

social media 69

social media Policies How To Handbook 69

Social Assurance

JULY 1, 2014

recently did a study where we looked into how many banks & credit unions were on social media. Marketing doesn’t have time, compliance doesn’t have time, who has time to manage this? If we are going to create time for social where are we going to take it from? What if social media is a fad?

social media 22

social media Handbook Community Tools 22

CB Insights

JANUARY 4, 2018

Think of these AI-enhanced assistants as junior analysts (lawyers, journalists, etc) who never tire and who can process information beyond human capacity but who will still need the steady eye of a manager to make subjective judgments. Investment / Wealth Management. Compliance Officers. INVESTMENT / WEALTH MANAGEMENT.

Software 75

Software Compliance Training Google 75