Skip to content

See You at the LIMRA LOMA Social Media Conference in San Francisco

LIMRA_welcome_InstaWith one-of-a-kind attractions like the Golden Gate Bridge and the Ferry Building Marketplace  – not to mention what’s expected to be great weather – we’re excited to welcome you to our hometown of San Francisco next week for the 2015 LIMRA LOMA Social Media Conference for Financial Services (#LLSMC)!
Stop By the Hearsay Social Booth (#21)
Head over to our booth (#21) to catch up with our team members, get tips on how you can use social and digital technologies to grow your business, and pick up some great swag.
Win a Pair of Beats by Dre
Drop off your business card at our booth for a chance to win a pair of Beats by Dre. The winner will be announced Friday, August 21, during the morning break at 9:00 AM. For additional chances to win, take a photo of your hotel keycard at your favorite spot in the city and tweet us @hearsaysocial using #LLSMC.
Check Out Hearsay Social’s Presentations
We’re hosting several presentations on Thursday, August 20, including a TED-style talk with Hearsay Social CEO and founder, Clara Shih (@clarashih), a fireside chat that explores how MassMutual (@massmutual) built a successful social business program for its financial professionals, and the Silver Bowl Awards:

Thursday, August 20
9:00 – 9:20 AM

“Survival of the Fittest: The Rise of the Omni-channel Advisor”
Grand Ballroom A
As consumer expectations change with each technological innovation, every financial services and insurance company today is struggling with determining the best channel to reach the social, mobile client. Legacy channels seem inadequate, while the rise of robo-advice firms, insurance comparison sites and direct-to-consumer offerings look to disrupt the industry. Will the “digitization of everything” mark the beginning of the end for traditional agency business? Join Hearsay Social’s CEO and founder, Clara Shih (@clarashih), for a TED-style talk where she’ll share her perspectives on potential outcomes and what financial services leaders and marketers must do to help advisors adapt, be more productive and thrive in a world where technology advancements and innovation are only accelerating.

Thursday, August 20
10:30 – 11:30 AM
“Best Practices for Building a Strategic Social Business Program: A Fireside Chat with Corina Roy, MassMutual”
Regency A
In an industry built on relationships and trust, financial services firms must not only have a strong corporate presence on social media, but also a strong presence for their financial professionals to reach local communities and the clients they serve. Join Corina Roy (@corinaroy), assistant vice president of digital and customer experience at MassMutual, and Abhay Rajaram (@abhayrajaram), vice president of global customer success at Hearsay Social, to hear how MassMutual (@massmutual) developed a social media program for its financial professionals, how it’s driving higher adoption and productivity on social, and where it’s headed next.
Thursday August 20
11:30 – 12:15 PM
3rd Annual Silver Bowl Awards Presentation co-hosted by Hearsay Social and LIMRA
Grand Ballroom A
The annual #SilverBowlAwards recognize excellence, innovation and achievement in the use of social media in the financial services industry. This event is the big reveal of the 2015 winners, which this year includes some brand-new categories recognizing industry trends in social media. Come to this presentation to congratulate your peers and get an inside look into the winning campaigns.
On behalf of the entire Hearsay Social team, see you there!

Interview with Stephen Selby of LIMRA: #HSonAir Episode 3

2eb6231In episode 3 of Hearsay Social On the Air we introduce Stephen Selby (AVP Social Media, Audit, Govt. Relations, LIMRA, @StephenFSelby) in a recorded interview during the 2014 LIMRA Social Media Conference for Financial Services in Boston. In the interview, we learn about the origins of the conference and social media trends observed since its inception.
Listen to the podcast below and join the conversation on Twitter with @VictorGaxiola and @ronnykerr using hashtag #HSonAir.
[iframe style=”border:none” src=”http://html5-player.libsyn.com/embed/episode/id/3090680/height/100/width/480/thumbnail/yes/theme/standard” height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]
[relatedPosts]

Congratulations to the 2014 LIMRA LOMA Silver Bowl for Social Media award winners!

It’s hard to believe a whole month has passed since we joined customers, partners, and friends at the 2014 LIMRA LOMA Social Media Conference for Financial Services in Boston. 
Before more time passes, we want to take a moment to congratulate the handful of financial firms recognized in the Social Media Silver Bowl Awards, an annual contest recognizing innovation and business success across firms’ and agents’ use of social media campaigns and programs.

SMFSAwardWebBan2013

As James Kerley, chief membership officer for LIMRA and LOMA, explains: “LIMRA research shows that 93 percent of life insurance companies now have social media programs in place. With broad adoption like this, now the question becomes how to define social media excellence in financial services. That’s why we created the Silver Bowl awards.”
The quantity and quality of Silver Bowl Award entries this year demonstrated how quickly the financial services industry has innovated in its use of social media. And with over 90,000 financial professionals using Hearsay Social today, it’s clear that firms are moving their social media programs from being optional to now being a critical way to engage clients in a compliant manner. 
Without further ado, here were the winners:

  • John Hancock Financial Services — “Best Use of Twitter” and “Best of the Best”
  • Transamerica — “Best Use of Other Social Network”
  • Sun Life Financial Asia — “Best Use of Facebook”
  • Popular Bank (Puerto Rico) — “Best Use of Social Media for Social Good”
  • Guardian Life Insurance — “Best Use of LinkedIn”
  • Prudential — “Best Use of YouTube”
  • Thrivent Financial Agent Natalie Kratzer — “Best Use of Social Media by an Agent/Advisor.”


Find out how each of these firms won their awards on the LIMRA website and learn more about social business for financial services below:
[relatedPosts]

Transforming customer relationships with social business: Recap from the 2014 LIMRA Social Media Conference for Financial Services

10559687_1519434114938309_3257444014746478925_n
Victor Gaxiola and Molly Degnan at the LIMRA Social Media Conference in Boston.

In its fifth year, LIMRA’s 2014 Social Media Conference for Financial Services last week provided financial services teams the strategies they need to build relationships, generate sales and recruit new producers with social media.

This year’s presenters shared more real life success stories and tangible strategies than ever before. In particular, there was a heavier focus on successful use of social media by agents and advisors in the field.

Here are the some of the key topics covered throughout the conference:

Advisor use of social media

In contrast to prior years, where it seemed the conference was primarily focused on brand or corporate use of social media, this year’s conference was much more focused on how advisors in the field successfully leverage social business practices.

MassMutual, New York Life, Sun Life Financial, Guardian Life, and other organizations shared stories of how advisors successfully leveraged social media to maintain customer relationships and grow business. Even Zuckerberg Media founder and CEO Randi Zuckerberg (@randizuckerberg), who focused on social media trends,  provided some best-practice examples of advisors using Facebook to connect directly with their customers.

One standout session was a panel discussion, “Winning as a Team @ MassMutual,” moderated by Hearsay Social’s Customer Advocacy Manager, Victor Gaxiola (@victorgaxiola).

In a lively discussion, the cross-functional team from Mass Mutual, including Kathleen Mayko (Director, Brand Marketing, Life Company Marketing, @kathleen_mayko), Doug Morrin (Assistant Vice President & Counsel, Law Department, @DougMorrin), and Corina Roy (Assistant Vice President, Field Digital, Life Company Marketing, @corinaroy), shared the evolution of their social media program.

VictorPanel

In a round robin format, Corina shared how MassMutual has mobilized its field force to embrace social technology to connect with prospects and clients, and Kathleen covered the brand perspective. Both expanded on the the need for interdepartmental collaboration and communication to meet the challenges of adoption early on and through the life of the program.

Victor categorized the challenge facing the industry well: “Social media in financial services is a revolution at an evolutionary pace.”

Representing the legal perspective, Doug was a refreshing surprise illustrating MassMutual’s progressive approach to social media understanding and adoption. He spoke about how he became knowledgeable about social media by actually creating his own social media accounts and using them. (A great tip for other legal and compliance professionals who are looking to better understand the technology.)

From the beginning, he approached social media as a business imperative; instead of being a roadblock, the legal and compliance team would be partners in making social successful at MassMutual.

Mobile

Mobile and social media have always gone hand-in-hand, but this year the mobile conversation was front and center. There was some mention of mobile strategy in almost every presentation.

Randi Zuckerberg, for example, discussed a number of mobile trends. “People want to get everything within one click on their phone,” she said, sharing examples of mobile consumer applications such as Uber and asking, “so how do you give your clients what they need?” A few of the mobile applications from insurance companies that she shared were The Liberty Mutual Home GalleryProgressive Art app, and MetLife Infinity.

There seems to be general consensus that the way people digest information has changed, and therefore firms and relationship managers need to connect with customers, employees, and investors through mobile channels. In their “Social E-Motion” session, Aaron Brickman, Adam Sherman, and Louis Cardello (senior associates at New York Life), shared the statistic that cold calls are ineffective 97% of the time, highlighting the need for other ways to connect with customers and prospects.

Integrated campaigns

As the industry’s use of social media matures, it is only natural that financial services organizations become more sophisticated with their social business programs. Particularly apparent at this year’s LIMRA conference was the number of success stories concerning fully integrated campaigns across other digital channels,  in-person activities, and mobile.
In his session “Plan for the Moment – Twitter and Financial Services Partner,” Dan Greenberg (Senior Account Manager, Twitter, @dangb) shared some impressive examples of integration with Twitter marketing programs, live events and TV broadcasts. Dan highlighted a successful campaign that New York Life ran encouraging customers to share stories.


Dan also shared a variety of examples of Twitter tools available to help bridge Twitter engagement with other marketing programs, such as “Click-to-Call” on mobile and Twitter Cards.


The core day of the LIMRA event concluded with the “Silver Bowl Awards” hosted by Michael Lock (President & COO, Hearsay Social, @michaelhlock) and James Kerley (Chief Member Officer, LIMRA/LOMA). With this second-annual installation of these awards, the conference attendees had a chance to look back at each other’s successes over the past year and learn from some truly creative campaigns.


Can’t wait to see how you all continue to innovate over the coming year!
[relatedPosts]

Amplify reach and grow business on Facebook with Hearsay Social for Facebook promoted posts

Today Hearsay Social is proud to announce the launch of Hearsay Social for Facebook promoted posts, allowing advisors and agents to amplify their reach, increase engagement, and grow business on Facebook.
With over 1.3 billion people using Facebook monthly, it’s more crucial than ever for financial professionals to be leveraging the social network to share content, stay top of mind, and connect with prospective and current clients.

image005

Hearsay Social for Facebook promoted posts allows relationship managers to take content they’ve published and broaden their distribution through Facebook ads, amplifying their visibility and increasing engagement. According to financial professionals, like Michelle Monson, Financial Consultant with Thrivent Financial, the new feature will be crucial to helping them grow business:

“I am excited about advertising on Facebook. I’ve had a business page since 2013 but wasn’t very active until Thrivent’s Field Social Media Team invited me to test Hearsay Social’s new ad functionality. It’s a great way to tell prospects and current clients that I’m on Facebook and to like my page to get helpful financial tips. I’ll be reaching people I never would have met otherwise.”

We’ve designed this new feature to make it easy for agents and advisors to launch, monitor, and optimize their advertising activity on Facebook. And for users that want to learn more about the value of ads and overall best practices, our Customer Success program now includes training on Facebook promoted posts.
Finally, as with the rest of the Hearsay Social platform, today’s newly announced feature integrates directly with our platform’s compliance functionality, allowing firms to continue archiving activity and addressing any advertising regulatory requirements.
Kyle Marie Woods, Marketing Manager at Thrivent Financial, commented on the news:

“We are thrilled to partner with Hearsay Social on this new ad integration and are impressed with the feature’s ease of use. We are excited about the opportunity it provides our representatives to build their local brand on social and expand their reach.”

We’re proud to unveil Hearsay Social for Facebook promoted posts, enabling us to help tens of thousands of advisors and agents to increase engagement and expand business through social media. If you’d like to learn more, check out coverage on InvestmentNews and ThinkAdvisor or stop by the Hearsay Social booth at the LIMRA Social Media Conference this week!
[relatedPosts]