As wealth transfers to a new generation, investors are increasingly turning to social media and video platforms for financial insights. This shift represents a massive opportunity—if firms can adapt quickly while upholding regulatory standards.
In this video, Bill Simpson, Director of Compliance at Yext, explores how financial firms can meet the demands of a younger, digitally-savvy investor base through compliant, authentic video content by outlining practical steps for building compliant video programs–including AI-enabled content reviews, staff training, and the formation of digital communications committees.
Watch now to learn how to seize this opportunity and engage today's investors with confidence and integrity.
