Scheduled Time : August 27, 2026 10:30 am
Community banks and credit unions are communicating across a growing mix of channels: social media, online listings and customer reviews, email, digital campaigns, websites, and lender outreach. As those channels expand, so do compliance challenges.
Managing compliance today involves much more than reviewing information before it goes live. Community banks and credit unions must consider both outgoing and incoming communications on channels where customers can engage directly with the brand. Even one-way channels bring their own review and recordkeeping requirements, especially with branches, lenders, and ambassadors increasingly producing their own content and speaking both formally and informally on behalf of the brand. A more complex marketing mix and communications environment requires a closer look at monitoring, reputation management, complaint escalations and record-keeping. In short, there is more risk exposure than ever for marketing and compliance teams–but the competitive environment also means banks can’t sit on the sidelines.
In this webinar, we’ll look at how community banks and credit unions can clean up their systems and processes to reduce and mitigate compliance risk and keep marketing touchpoints flowing. We’ll help you establish clear workflows for review and approval, maintain visibility across different channels and formats, integrate tools across lending teams, and ensure compliance across channels like social media (where inbound engagement makes things tricky). We’ll discuss documentation, and how to automate it. And, we’ll keep things practical–with actionable next steps your team can actually use.
What You’ll Learn:
- How to handle both outbound and inbound marketing and communications from a compliance standpoint.
- When different marketing channels require additional protocols–what you need and what you don’t.
- Where workflows and approval processes fit in and how to evaluate them without overwhelm.
- The role of centralized, automatic documentation in creating a clear record of content, communications, engagement, and approvals.
