Case Study: Guardian achieves compliant social selling with Proofpoint Social Patrol

Guardian simplifies social selling and compliance across 8,000 employees with Proofpoint

Guardian, a major mutual insurance company, faced the challenge of engaging in social selling and building a social media presence while adhering to strict FINRA compliance regulations. Their advisors needed fresh, personalized content to share, but the existing process of using a stale pool of pre-approved content was ineffective. They partnered with vendor Proofpoint to find a solution that could provide both compliance guardrails and dynamic content.

Proofpoint implemented its Social Patrol for Social Selling solution, powered by Grapevine6 for content. This provided automated compliance workflows with advanced language processing to identify risks and gave advisors access to targeted, personalized content. The results included a streamlined process that ensured compliance, empowered advisors to act as independent experts, and created a more secure and effective social selling experience for the entire organization.

Guardian