News, Vision & Voice for the Advisory Community


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

Author Nevin Freeman September 14, 2011 at 5:51 AM
no description available
Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

Elmer Rich III

Elmer Rich III

September 15, 2011 — 10:30 PM

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

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.

Related Moves

Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women

Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships

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

Mentioned in this article:

CRM Software
Top Executive: Greg Friedman

CRM Software
Top Executive: Marc Benioff

Aite Group
Consulting Firm
Top Executive: Frank Rizza

Globe Runner
Consulting Firm
Top Executive: Eric McGehearty

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo