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social media

management tools for

financial services.

Client Spotlight


About Us

Social Assurance is social media management solution for financial services.

Banks, Credit Unions, Brokerages, RIAs and Insurance professionals partner with Social Assurance to reduce the challenge of finding content, improve engagement and reduce risk.

  • Sell Socially

    Social Media and sales were made to live together. We provide the tools to make selling on social a reality.

  • Archive

    Archive social media posts, conversations and keep track of your interactions.

  • Disclosures

    Share disclosures, track engagement to comply with regulations without limiting engagement.

  • Monitor Your Brand

    Monitor social interactions of your brand, delegate responsibilities and improve relationships.

  • Engage with Content

    Rely on Social Assurance content, develop meaningful customer interactions.


Social Assurance’ team is comprised of industry leading technologists, business strategists and financial expertise.

Find out more.