What we do-mainThe Social Media Management Solution for Financial Services.

We join financial agents and institutions to their customers by improving communication through compliant social technology.


What we do-ChannelsCustomers use many channels.

We allow you to reply with one.

Support phone calls are simple to route. But with social media, transferring responsibilities has not always been easy, until now. Engaging branch managers, customers service representatives and even delegating opportunities to loan officers allows your social media to have a positive impact on your bottom line.

What we do-Share SafelyShare Safely.

Even on social media.

Social media is public facing and can have broad-reaching consequences if attacked. With a single sign-in, Social Assurance allows bank employees to be assigned roles, access-levels and be flagged for keywords. Administrators may set access levels and notify compliance automatically of incidents.

What we do-MonitoringMonitor everything.

Spend less time.

Monitoring is important. But finding meaning in data without wasting hours sifting through data. Social Assurance allows you to monitor your brand and opportunities to connect with straightforward dashboard tools. which assign simple tasks to respond and delegate to others.


What we do-RecordkeepingSocial recordkeeping.

Archive for compliance.

Social presents new challenges for archiving as messages are constantly posted, deleted and edited. Social Assurance archives for organizations facing regulations including FINRA, IIROC, SEC, and FCA regulated financial firms. Capture messages posted from remote locations across multiple sites.

What we do-Content is KingContent is King.

We make content easier.

Engaging bank content is difficult to maintain. Social Assurance provides content that is easy to schedule and drop onto a posting calendar. Insuring up-to-date content is scheduled each day is as easy as a drag and drop onto a calendar. Social Assurance uses sophisticated tools to know what content will produce clicks for your page.