Raymond James is also offering advisers optional marketing support with a library of pre-approved content and tools to measure user engagement.
“We made a public commitment earlier this year to provide additional marketing and communications support for our advisers who wish to connect with existing clients and prospects via social networking sites. Our partnership with Actiance has enabled us to keep that promise while ensuring regulatory compliance,” said Mike White, Raymond James Marketing Director. “In addition to incorporating the technology and archiving platform with Actiance, we have developed guidelines, training sessions and marketing and communications support to help advisers leverage social media in their client engagement and new prospecting activities.”
Advisers will control both the content and the distribution channels but can automate the process, creating their own or leveraging a pre-approved library of social media-friendly content.
Actiance, an Internet-based security firm, began serving the needs of financial advisers earlier this year (see “Actiance Introduces Compliance Tool for Financial Professionals”).