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Social Media Conference for Financial Services

2014 Social Media Conference for Financial Services

Transform Customer Relationships-Impact Business

August 20, 2014 – August 22, 2014
InterContinental Boston, Boston, MA USA
Now in its 5th year, this conference provides the strategies and practices you and your team need to build relationships, enhance your brand, grow sales and recruit new producers with social media.

The presenters will help you tackle crucial sales, marketing, compliance, IT, and operations opportunities and challenges. They are financial services executives, legal and regulatory experts, advertising executives, and technology leaders with expertise you can trust.

Who Attends

Executives and their teams in Marketing, e-Marketing, Sales, Distribution, Compliance, IT, and Operations.


Randi ZuckerbergIt is with great pride that we welcome Randi Zuckerberg, New York Times Bestselling Author,the founder and CEO of Zuckerberg Media, Editor-in-Chief of Dot Complicated and former Facebook executive as the keynote for the 2014 Social Media Conference for Financial Services! 

And we are just getting started. The conference will provide case studies on how you can transform customer relationships to impact business through: 

  • Recruitment
  • Onboarding
  • Customer Service
  • Marketing
  • Compliance and Regulation
  • Enabling Advisors
  • Wearable Tech
  • Cryptocurrency 
  • Data Security
  • Social Payment Systems
  • Crisis Management
  • And more! Visit this site for more details in the coming weeks

For sponsorship and exhibition opportunities contact Jim Haggerty at

Choose your nominee for this year's
The Silver Bowl Awards for Social Media Excellence!

Elite Strategic Partner

Sponsor and Strategic Partner


For more information
    Contact Joan O'Neil