Social Media Guidebooks

Tips and Tricks for Highly Regulated Industries




Streamlining Social Selling at Scale for AnnieMac

AnnieMac is one of the fastest-growing mortgage loan providers in the U.S., serving clients in more than 40 states. Download the guide to learn how they were able to streamline their brand’s social media strategy and activate social selling for hundreds of loan officers.

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The Social Selling Playbook for Financial Marketers 
Is your social media policy compliant? Get this guide to understand what the FFIEC says and how your company can tackle common compliance questions.
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How to Structure A Bank Marketing Department
Which roles do you fill when building your bank's marketing dream team? This guide will show you who does what, the right structure to execute strategy, and how compliance software can help.
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Stronger Customer Relationships on Instagram 
Instagram is one of the most popular social networks worldwide. The platform has one billion monthly active users, including 130 million in
the U.S. alone. Keep these best practices in mind as you join the ranks of businesses finding value in building stronger customer relationships.
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How 6 Financial Marketers Are Creating Value in Social Media
Ever wonder how others are succeeding in social media? This guidebook includes 6 firsthand accounts from financial marketers making the most of social media.
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COVID-19 & Bank Social Media
Download and learn the guiding principles for using social media to serve both your customers and communities in the midst of a pandemic. 
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Social Media Compliance Check-Up
Is Your Bank’s Social Media Policy Compliant? Get this guide to understand what the FFIEC says and how you can answer effectively tackle common questions. 
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The Social Selling Playbook for Financial Advisors
Is your social media policy compliant? Get this guide to understand what the FFIEC says and how your company can tackle common compliance questions.
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3 Mortgage Lenders Crushing it in Social Media
Learn how these 3 institutions are translating their social strategy into real business results.
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How to Be a Social Climber
6 tangible tips to take your social media engagement further.
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Modern Home Buyer's Journey
Learn how homebuyers are changing the home buying sales process and how you can adapt to connect relevantly. 
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The Social Media Opportunity
Learn how having employees engage through social media can help build brand awareness and identity. 
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5 Compliance Questions
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
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4 Questions to Evaluate Your Social Marketing
This guide walks you through the core components of an effective social strategy that will not only drive engagement with your community but also deliver real business results.
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Driving Your Mortgage Business with Social Media
Read this guidebook from Denim Social to learn how you can help your loan officers build strong relationships, stand out from the crowd and win more business using social media.
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2020 Social Media Benchmark Report For FIs
Find out how more than 400 financial institutions across asset classes, geographies, and more used social media in 2020 to effectively support their business objectives. We’ve also outlined key trends to inform your social media future.
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Engage with consumers on social media, deepen relationships with your communities and close more deals while staying in compliance.

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