Scheduled Time : March 20, 2025 10:30 am
Messy social media processes can lead to serious headaches for banks and credit unions—risk and compliance issues, inconsistent branding, scattered content, and wasted time. Without clear processes in place, social media can feel like more of a liability than an asset. If you’ve ever dealt with these challenges, you’re not alone:
- Unclear access permissions—who has control over your pages, and should they?
- Rogue accounts & lender posts—some posting without approval, others avoiding it altogether.
- Scattered photos & content—stored who-knows-where by who-knows-who.
- Inconsistent posting & design—no streamlined process across teams.
These challenges can turn social media into a time and resource drain—without delivering results. But with the right strategies, you can get back on track. Join Jess Doerr and Jordyn Swanson from Social Assurance as they break down how community banks, credit unions, and financial brands can organize, streamline, and take control of their social media efforts.
Key Takeaways
- Best practices for managing users and access permissions (and avoiding compliance risks)
- Smarter ways to source, store, and organize photos without the chaos
- Processes to guide lender and sales team posts—without micromanaging
- Workflows that simplify content approvals and publishing
