Advisers too concerned to engage with social media

Kaplan Professional has teamed up with Red Maker in developing a solution to help financial advisers share digital content, following the response to a Midwinter/Jenesis survey showing close to 50 per cent feared risk of reputation from engaging with social media.

Termed ‘Artemis,’ the solution would identify risk across multiple media types including Word Documents, PDFs, and web pages, and could also review social posts before publication to ensure their compliance.

Kaplan Professional chief executive, Brian Knight, said advisers should feel confident in communicating across social and digital media and be well-equipped to embrace digital communication.

“Digital is the way forward – advisers who are able to harness the full potential of these integral communication channels have increased capacity to market services, promote their brand, connect to current clients, and foster new business,” he said.

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“Unfortunately, recent research has suggested compliance fears and reputational risk are limiting its use amongst advisers.”

Knight said limited experience had left some advisers behind and that concerns associated with compliance had been considered in the development of Artemis, which would identify social content that was a breach of corporations law or regulation guidelines.

“There is a lack of adequate education, highlighting a serious knowledge gap when it comes to engaging clients online,” he said.

“Artemis not only minimises the risk of publishing misleading content, it actively educates advisers through real-time feedback, just-in-time learning interventions, and professional development opportunities.

“I am confident it will help alleviate the perceived compliance fears and difficulty associated with digital and social media.”