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Customer Spotlight: How Raymond James is Leveraging the Power of Social Media (VIDEO)

May 14, 2015

This blog post is part of our new Customer Spotlight Series designed to showcase a Hearsay Social customer, share their experiences with our technology, and highlight the benefits they are reaping from it. Here, Tash Elwyn shares his thoughts on how leveraging technology like Hearsay Social is making an impact at Raymond James.

Ever wonder how leading-edge firms are leveraging the power of social media in their business programs? Well, we recently sat down with Tash Elwyn, President of the Private Client Group at Raymond James and Associates, to learn how Raymond James is implementing social media in their business program to differentiate themselves, cultivate relationships, and grow their business.

Similar to other firms in the financial services industry, regulatory concerns and marketing support were factors considered in the implementation of their social media program. Raymond James advisors are able to use their voice and better engage with customers and prospects by listening through social media and leveraging technology like Hearsay Social.

In this short video, Elwyn explains how their firm measures the impact of social media both from an engagement standpoint and a brand standpoint — and likens social media to email and smartphones, essentially challenging advisors to “get off the fence, or risk the fence breaking.”

Watch the video below to hear more from a firm who ‘get’s it’ and what’s next in terms of digital and social for Raymond James:

For more information on how advisors can leverage the power of social media, check out Hearsay Social’s Predictive Social Suite for Advisors and read our recent Advisor of the Future executive report.

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