Can Financial Planners and
Investment Professionals
Be Social at Work?

Free webinar

Where does social collaboration factor into the evolving enterprise communications landscape?

Enterprise social platforms, or “social media at work”, are designed to enhance communication and collaboration among employees, partners and clients. Executives are being told that these platforms can help bring products to market faster, increase revenues, decrease costs, all while making their employees happier and more productive.

Is it hype or can this be real?

Find out when Joanna Belbey, Social Media and Compliance Specialist for Actiance explores:

  • Overall risks, including legal and compliance considerations
  • Culture clash
  • Best practices for rolling out these new tools
  • Success stories

  • Managing a remote team with lots of projects is difficult. Redbooth makes it easy. Our staff meetings go faster when we all know what's getting done. We need fewer check-in calls which means more time to get things done. We wouldn't be able to accomplish nearly as much without Redbooth to streamline our project management. I highly recommend it to all my colleagues.

    Julie Arsenault

    VP of Marketing, Randall-Reilly

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