To compete today, financial services companies of all kinds must connect with employees and clients on a deeper level. New technologies like mobile and social provide a powerful opportunity to listen and engage with clients and intermediaries, and exceed everyone’s expectations. The results: higher-value services and a fiercely loyal customer base.

Financial products and services are growing increasingly complex. Giving consumers easy access to information and answers from the right people reduces frustration and saves time (and after all, time is money). At companies like Schwab, employees, independent advisors, and clients connect in private online communities to make important decisions quickly and confidently. Schwab’s story ›

Financial institutions are often spread across product lines, branches, call centers—and even borders and time zones. Meanwhile, whether you have 2 branches or 2,000, your clients expect a consistent and seamless experience. An employee social network helps colleagues at institutions like Commonwealth Bank of Australia securely share information, eliminate silos, and collaborate to give customers a great experience every time. Commonwealth Bank’s story ›



A lot of banks talk about making better customer connections. Wells Fargo put its money where its mouth is—and it's paying off. The company uses social channels to hear what customers are saying, more quickly respond to their questions and issues, and offer them more insight into the bank's products and services. The result: Customer satisfaction skyrockets. Wells Fargo’s story ›

Companies that want to succeed in the 21st century can’t afford to use outdated technologies. Business information needs to be mobile, social, and real time to serve customers effectively. At Century Payments, sales reps can access information from smartphones and iPads, and a private social network lets everyone collaborate to meet each customer’s unique needs—helping the company become one of the fastest-growing in the country. Century Payments’s story ›



Companies that turn their employee and customer communities into stakeholders can make products and services better, and accomplish great things together. Programs that focus community activity on collaborative missions help drive innovation, and foster new levels of affinity and loyalty. Like GE Capital, which built Access GE, a thriving community where mid-market CEOs and CFOs tap into the expertise of their peers and of GE Capital employees. GE Capital’s story ›
