The Digital Well podcast landed at the Morningstar Investment Conference last week in Chicago (see the hashtag #MICUS – it was highly engaged and trended on Twitter) as part of the Social Media Lounge. In between our workshop activities, discussing strategies for differentiating yourself online, keeping a cache of fresh content flowing and exploring new tools like Google+ Hangouts, we had some guests stop by.

Curtis Ware (left) interviews with me for the Digital Well Podcast at Morningstar 2014 Conference

Curtis Ware, Redtail Technology, sat and chatted up how his firm is building community directly through its own web applications, virtual training sessions as well as through Facebook and Twitter.

Some interesting steps Redtail has taken include deploying a help desk integrated to accept requests from Facebook and Twitter. While that is not revolutionary, its also not widespread in our industry yet. I also like the feedback site where users can propose, comment and vote up or down new potential features and functions in their applications.

Links Curtis referenced:

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• Redtail University
  
• Redtail Customer Service
  
• Feedback 
  
• Redtail on Facebook and Twitter
  

To catch other updates on The Digital Well – subscribe here. Read my overview of the Social Media Lounge at the Morningstar Investment Conference on day one and day two.

The post The Digital Well Podcast Live at Morningstar 2014 #MICUS with Curtis Ware of Redtail Technology appeared first on Blane Warrene - speaker, writer & financial services technology expert.