Who We Serve

Who We Serve

See how Social Assurance works for your financial company

COMPLIANT DIGITAL MARKETING SOLUTIONS FOR FINANCIAL SERVICES

The Social Assurance platform is a tool crafted exclusively for financial institutions. Every feature is designed specifically with financial brand marketing and compliance needs in mind. From banks and credit unions to insurance organizations and financial advisors, Social Assurance provides the tools unique to the financial industry to support compliantly marketing with confidence.

  • Compliant Processes
  • Optimize Engagement
  • Minimize Risk
  • Build Relationships
  • Optimize Workflows

Banks

Regional, Community Banks

Credit Unions

Regional, Community Credit Unions

Brokers, IRA's

Registered Investment Advisors

Insurance

Life Insurance, Investments

Agency

We’ve got your back.