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Connecting financial brands to their communities

Marketing, sales and community development solutions to help your financial institution do what you do best, support your community.

Social Assurance is proud to partner with more than 1,500 community financial organizations.

Solutions

Our goal is to help you market, sell, and develop your community with confidence.

MARKETING

Manage Your Marketing

Simplify monitoring and approval processes for content, campaigns and advertising.

SALES

Simplify Social Selling

Humanize the sales process with branded professional profiles and training support.

COMMUNITY

Ignite Your Community

Track and report on philanthropy, volunteer activities, loans and investments for CRA.

Resources

We provide monthly webinars and blogs to help you keep up with the latest marketing, sales and community news.

Blog

CRA Compliance: How Community Partners can Help

The new Community Reinvestment Act regulations from the OCC have been released! Learn how community partners are a key asset in helping your bank meet its CRA requirements.

Most Recent Webinar

Spark Your Community: How to Drive Engagement

In this webinar, Ben Pankonin and Alexander Lahargoue dive into tips and tricks that can help financial organizations encourage, manage, and share their community impact.

Start collaborating faster and easier with compliant workflows built around your needs.