The Ability for Financial Brands to

Market with Confidence

compliant bank software program


A single platform that empowers financial institutions to compliantly plan, create, manage and archive social, digital and traditional marketing



Social Assurance provides the process tools needed to manage marketing communications from concept design to compliance approval and publication.

compliant banking marketing content library


Look to Social Assurance for both the tools and support to design and develop engaging content, campaigns and social advertising.



Let Social Assurance’s team guide you with proven solutions and best practices for social and digital marketing including campaign design and management.

Compliance Made Simple

Social Assurance helps financial brands overcome compliance hurdles associated with FINRA, SEC, FCA, FFIEC, FDIC, NCUA, CFTC, and MiFID as well as the Dodd-Frank Act and others. Platform tools provide financial organizations with the tools needed to manage all social media compliance-related components.

Learn more about our platform and marketing solutions

mobile compliance app social assurance

Take Your Marketing Mobile

Approve From Anywhere

Create, review and approve content from anywhere. Receive mobile notifications when the ball is in your court.

Securely Capture and Share

Engage with your community in real time when you are at your community at sponsored events. Securely post on social when activities and topics are happening and relevant.

Moderate and Engage with Audiences

Simplify and expedite your customer response capabilities. When on the Social Assurance app, you can securely moderate and respond to social engagement on your posts as needed.

Digital Marketing Binder

Track all your marketing collateral, activity and engagement in a searchable and organized digital marketing binder.

Customizable Workflow

Design and drive your marketing and compliance design and approval process with customized approval workflows.

Unlimited Users

The Social Assurance platform supports unlimited users and secure roles. Whether you have two or 20 users, it is included in your standard rate. Really, it’s unlimited.

Content Library

Receive access to the Social Assurance social content library containing post created with financial customers in mind. Use the content as is or customize it for your brand and community.

Our Platform

The Social Assurance platform provides financial institutions with everything needed to securely and successfully maintain social profiles and Market with Confidence.

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Customers and Partners