Setting up a Social Media Policy

Financial companies have been slow to adopt social media, sacrificing a crucial platform for communication and sales that appeals many potential clients — especially Millennials who use social media for shopping more than twice as much as other generations.

Can financial companies do more and better with social media?

To do so, they need social media policies. This webinar offers concrete steps for establishing a social media policy for financial companies and mortgage lenders, ranging from identifying the purpose of the social media outreach to setting up a budget and determining who will be in charge.

Attorney, law professor, and financial technology blogger Andrea Lee Negroni discusses best practices and specific steps for corporate social media policies, including:

  • Specificity
  • Training
  • Transparency
  • Compliance
  • Evaluation
Andrea “Lee” Negroni, JD

Andrea “Lee” Negroni, JD

Mortgage Compliance Expert

Attorney Andrea “Lee” Negroni is a nationally known expert on residential mortgage banking and author of several books on regulation of the home mortgage lending industry. She was in private practice in Washington DC for 25 years. Lee is on the faculty of American University’s Washington College of Law, where she teaches consumer financial services law. She is a Fellow of the American College of Consumer Financial Services Lawyers. She graduated from Emory University and Columbia Law School.