How Smarsh helps advisers, broker-dealers adapt to social media compliance

Smarsh Founder and CEO Stephen Marsh discusses the landscape for social media in the financial services sector in a recent interview

Social media -- everybody’s doing it, right? Whether people are using it to keep in touch with friends and family or brands are utilizing it as a communication tool to better engage with their customers, it seems like if you aren’t on some kind of social media platform you are behind the curve. However, depending on the line of work you are in, its possible that social media is either irrelevant for your business or some industries are so traditional that they have yet to adapt to the latest digital tools. 

More traditional verticals like law and finance are beginning to understand that while social media may not make or break their business, it can certainly help to promote their services and interact with clients. In fact, a recent InvestmentNews survey found Smarsh to be a leading provider of social media compliance software for financial advisers. SmartBrief recently sat down with Smarsh Founder and CEO Stephen Marsh and discussed the landscape for social media in the financial services sector.

Contributing Author

Stefanie Mosca

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