SOCIALFY for finance


SFF 1st

SOCIALFY

for finance

The SOCIAL Trading & Banking & CRM & Customer Care & IR Platform

Connect & empower your advisors (INTRANET), and engage and gain new clients (EXTRANET) through a conversational platform where both advisors and investors have all information, research, investment tools, and social possibilities to be fully informed, to keep deeply connected, and to take wise investment decisions.

Connect & empower your advisors (INTRANET), and engage and gain new clients (EXTRANET) through a conversational platform where both advisors and investors have all information, research, investment tools, and social possibilities to be fully informed, to keep deeply connected, and to take wise investment decisions.

Get confidence, engagement, loyalty and new sales from your employees and clients by listening and speaking with them in private and/or public environments.


INTRANET: CONNECTING &EMPOWERING ADVISORS

INTRANET:

CONNECTING & EMPOWERING ADVISORS

All advisor may need in just one place:

  • RESEARCH
  • NEWS
  • MARKET DATA
  • INVESTMENT TOOLS
  • MODEL PORTFOLIOS
  • INTERACTIONS
  • VIDEOS
  • EVENTS
  • TRAINING
  • CORPORATE COMMUNITY
  • PUBLIC/PRIVATE CONVERSATIONS
  • WORLDWIDE COVERAGE
Web Financial Group: Market Solution


EXTRANET: SOCIAL INVESTING + SOCIAL BANKING + CUSTOME CARE + IR

EXTRANET:

Web Financial Group: Banks Solution

SOCIAL TRADING + SOCIAL BANKING + SOCIAL CRM + SOCIAL CUSTOMER CARE + SOCIAL IR

Social Trading & Banking

Investor AM

All investors need to invest wisely ALL IN ONE place: Market info & analysis + Learning + Investment tools + Trading + Social Trading + Social Banking + customer care + IR

Social CRM

Fidelity European Growth Fund

Issuers need to breathe life into their investment & banking products/services and converse with its holders: Funds, ETFs, Warrants, Forex, Derivatives, Deposits, Mortgages, etc.

Customer care + Social IR

J.P. Morgan

Financial companies need an independent Investors relations + customer care platform to converse with stakeholders, engage and gain shareholders, an deal with clients concerns.


SOCIAL STUFF

SOCIAL TRADING + BANKING:

for INVESTORS & BANKING CLIENTS

  • Share portfolios with other investors.
  • Follow smartest investors.
  • Copy top performing portfolios.
  • Interact with other comunity members to share opinions, ask questions,…
  • Create groups of interests.
  • Contribute with news, analysis, opinions, events,…
  • Leverage on top research and use advanced investment tools.
  • Share contents with your social profiles (Facebook, Twitter, Linkedin,..).
  • …and many more!

SOCIAL CRM:

for BANKS & ISSUERS

  • Publish your products and services features and USPs.
  • Broadcast live events and create your own TV channel.
  • Let customers interact with you: questions, suggestions, petitions,…
  • Be close to your customers to gain confidence and trust.
  • Converse with leads to convert them into customers.
  • Share contents with your social profiles to expand your products & services over the Internet.
  • …and many more!

SOCIAL CUSTOMER CARE + SOCIAL IR:

for BANKS & ISSUERS

  • Drive your customer care both in Social Media and in your own social network.
  • Let customers interact with you: questions, suggestions, petitions,…
  • Take care of clients complaints and concerns to gain social reputation, confidence and trust.
  • You can response openly or privately to drive conversations according to your interest.
  • Converse with upset customers to convert them in your brand ´s advocates.
  • Keep informed and converse with your shareholders.
  • …and many more!

Corporate Stocks Map