Skill Session: Calendaring & Content Planning Across Channels & Branches

Managing a content calendar can be hectic. For community banks and credit unions—which need compliance approval and added documentation—there are even more moving pieces. Add multiple branches, markets, departments, and lending teams, and maintaining visibility becomes especially challenging. 

In this Skill Session, we’ll explore the features built into the Social Assurance Marketing & Compliance platform that helps community banks and credit unions centralize calendaring and content planning across channels, locations, and even brands. We’ll cover integrations that sync across tools, ways to manage content workflows across multiple brands, and more. 

We’ll also take a closer look at Playbooks and how marketing teams can use them to build repeatable plans for campaigns, events, seasonal initiatives, and other recurring efforts. The goal is to give teams a clearer view of what’s happening across the institution while making it easier to coordinate content, approvals, and execution from week to week and month to month.

Key Features We’ll Cover

• Calendar Integrations: Connect marketing plans with Google or Outlook calendars to improve visibility into upcoming campaigns, events, deadlines, and other activities.
• Calendaring & Content Planning: Organize and coordinate content across social media and other marketing channels, branches, markets, and teams from a centralized calendar.
• Uploads: Plan, review, and route non-social content through approval workflows, including email campaigns, print materials, website updates, branch signage, and other marketing assets.
• Playbooks: Create repeatable plans and workflows for campaigns, events, seasonal content, and other initiatives to help teams stay organized and execute consistently.