Guidebooks

Resource_SocialSellingPlaybook_FinMarketers

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.

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.

What You Need To Know about Instagram Advertising

On average, Americans are spending 7 more minutes per day on social media than in 2019. More than ever, companies are meeting consumers where they're at to advertise and engage. Get the guide and learn 4 tips to more effectively utilize Instagram and further reach your customers.

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.

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.

Engage with consumers on social media, deepen relationships with your communities and close more deals while staying in compliance.

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.

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.

3 Mortgage Lenders Crushing it in Social Media

Learn how these 3 institutions are translating their social strategy into real business results.

How to Be a Social Climber

6 tangible tips to take your social media engagement further.

The Modern Home Buyer's Journey

Learn how homebuyers are changing the home buying sales process and how you can adapt to connect relevantly.

The Social Media Opportunity

Learn how having employees engage through social media can help build brand awareness and identity.

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!

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.

Curious to learn more?
Let's meet!

Pick a time to see how our platform empowers you to scale social publishing, listening and advertising for your brands, branch locations and advisors.

Social Media Guidebooks