Social Assurance empowers Financial Services companies to gain new customers using new media technologies. Our clients leverage the latest technology to capture leads, engage customers and manage customer service.
Engage Social Consumers
Customers are not Virtual
Do you know your customer by name? By profile? By the Numbers?
Social Assurance provides the software platform, content, services and strategy to engage your customers and prospects. Social Assurance gives you visibility to your customers. We help you identify who your social consumers are and how to connect with them.
Integrated Campaigns – Using your traditional media partners, direct-mail and in-branch campaigns, Social Assurances integrates to produce more effective marketing campaigns.
Simplify Compliance
Simple, Smart, Secure
Social Assurance simplifies the approval process for messaging and reduces risk with automated discovery tools. Social Assurance software platform and industry-leading compliance initiatives help meet FINRA, and SEC regulations while utilizing best-practices to reduce risk entering FFIEC audits.
- Archive social media messages, satisfying FINRA record retention rules
- Supervise social media messaging,
- Configure approved keyword lists,
- Automated supervision workflow,
- Allow authoring and approval by compliance officers,
- Policy review and enforcement.
Manage Messaging
Content produces action
Social Assurance provides a complete solution to implementing Social Media for Marketing, Compliance and Sales. Content subscriptions and automated, scheduled delivery will assist your company in delivering content proven to engage consumers.