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Social Media

Digital Strategy ExchangeThis forum brings together Digital Strategy Executives to discuss the latest innovations and developments in websites, mobile technology and social media. In coordination with the latest Dalbar research, the meetings enable members to learn about the latest industry trends and gain insight into best practices that deliver success.

Social Media Industry ReportsThrough social media financial services firms have the opportunity to connect with the public in new and different ways. DALBAR’s Social Media Industry Reports provide firms with industry-leading, comprehensive research and analysis on what firms need to know in order to successfully make this connection using social media. These reports cover everything from FINRA guidelines and best practices with top social media destinations to how firms are creating online identities that resonate with audiences.

Social Media Services:
Building an Effective Strategy
DALBAR offers three tiers of Social Media services that are built from the ongoing monitoring of practices within and outside of the financial services community, combined with its expertise in financial services regulations and practices.

“Social Media Guide for Financial
This guide is designed as a hands on tool to building an effective social media strategy.

Social Media Strategy Design
DALBAR will work with your firm’s stakeholders to define achievable goals and the steps necessary to achieve them. This includes development of project budgets, schedules and implementation steps.

Social Media Advisory ServicesDALBAR will provide research and consultation for your firm’s social media action plan. DALBAR will conduct specific research, make recommendations to address specific issues, work with social media project teams and stand by as an available resource.


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