Blog


Stay on top of industry trends, news, social media updates, marketing, CRA compliance, and sales best practices with our blog.

MOST RECENT BLOG

  • Content Marketing 101 for Financial Brands
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HIGHLIGHTED BLOGS

  • July 9, 2021

    Social Selling: Keys for Networking and Prospecting Online

    Social media platforms are a goldmine for financial lenders to network and grow their audience. Here are best practices to keep in mind while you start prospecting.

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  • April 6, 2021

    Social Selling: How to Create Content that Connects

    Learn how to optimize your social selling campaigns to generate remarkable first connections online by reading our latest post.

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  • February 12, 2021

    Social Selling: How to Get Started

    Social media is a great resource to cultivate leads and boost your sales. For details on how to get started, check out our resource here.

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  • October 22, 2021

    Content Marketing 101 for Financial Brands

    A financial brand’s introduction to content marketing: types of content, how to use content, and how to implement a content strategy.

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  • October 13, 2021

    Facebook vs. Your Website

    We saw the public reaction. We saw the industry reaction. We saw the memes that nurtured many reactions (well played Twitter universe).  And we too, at Social Assurance certainly, felt firsthand the impact of Facebook and Instagram going down, preve ...

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  • October 9, 2021

    ABA Bank Marketing Conference 2021 Recap

    Hello bank marketer friends! Last week the Social Assurance team attended the ABA Bank Marketing virtual conference at our headquarters in Lincoln, NE. For some of us, it was an opportunity to “meet” our full-time virtual coworkers in person for the ...

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  • October 1, 2021

    Community Heroes Leaving Their Mark

    See how Community Heroes are making a difference at home.

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  • September 24, 2021

    New Competitive Advantages of Applying a TikTok Content Strategy

    TikTok released its user trends report and from it are insights that financial brands can use to start their TikTok content strategy.

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  • September 17, 2021

    How to Integrate Digital Listings Into Your Marketing Strategy

    With more of the world going online than ever before, here’s how you can use this vital communication resource effectively in your marketing strategy.

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  • September 10, 2021

    Building a Brand Series: Launching Your Financial Brand

    Launching your new branding is a big step – but we’ve put together these resources to help your Financial Brand succeed. Click here to learn more.

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  • September 3, 2021

    Four Ways Community Banks Can Connect with Their Neighborhood

    Local banks focus on things that are important, such as building a meaningful relationship with all their customers.

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  • August 16, 2021

    Business Listing Management: How it works and why it matters for Financial Brands

    From improving SEO to generating more in-branch visits, learn why your financial brand should pay more attention to digital listings here.

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  • July 29, 2021

    The Path to More Inclusivity in Finance

    Promoting Diversity in the financial services industry is a top priority for brands. See how empowering underrepresented groups is key for helping firms to better serve a diverse customer base.

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  • July 27, 2021

    State of Social Media: What Financial Brands Need to Know about Clubhouse

    Clubhouse just announced it’s no longer an exclusive, invite-only platform. Here’s what Financial Brands need to know about this new audio-only social platform.

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  • July 14, 2021

    Is Instagram becoming TikTok? IG Announces Big Changes.

    Instagram’s changes to their algorithm has significant impacts on the financial services industry. Learn what they are – and how you can prepare – here.

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  • July 9, 2021

    Social Selling: Keys for Networking and Prospecting Online

    Social media platforms are a goldmine for financial lenders to network and grow their audience. Here are best practices to keep in mind while you start prospecting.

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  • July 1, 2021

    Three Building Blocks for Financial Brand Community Engagement

    How can you best engage with your customers? Through a combination of compliance, strategy, and communication. Learn more here.

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  • June 22, 2021

    How Younger Generations Have Changed Financial Marketing

    To attract and retain Gen Zers, financial brands need to develop a marketing strategy that caters to this generation’s desire to learn, connect, and start conversations.

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  • June 21, 2021

    Social Assurance Hires Bank Marketer for Client Growth and Success

    Social Assurance, a software and marketing solutions leader in the financial services industry, has announced that Jaime Falkner, CFMP, has joined its team as their Client Growth Manager.

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  • June 15, 2021

    3 Takeaways to Better Understand the Instagram Algorithm

    From Reels to Stories and Feeds, see how you can use Instagram's algorithm to boost your social media performance.

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  • June 15, 2021

    How to Create a Spark in Your Community

    Read about the important things we can all learn to better serve our local communities and build stronger relationships.

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  • June 11, 2021

    Listings & Reputation: Five Ways to Improve Your Online Reputation

    Looking for ways to strengthen your online presence? Look no further than your digital listings. Here are a few ways you get can started managing your reputation.

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  • June 3, 2021

    How Financial Brands Should Use LinkedIn Business Page Tools

    LinkedIn expands marketing and social selling tools for business pages.

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  • May 24, 2021

    2021 Community Spark Award Winner Dean Bank

    See how Dean Bank made a remarkable impact on their community. Read their story here.

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  • May 24, 2021

    2021 Community Spark Award Runner-Up United Bank of Iowa

    See how United Bank of Iowa made a remarkable impact on their community. Read their story here.

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  • May 24, 2021

    2021 Community Spark Award Second Runner-Up CNB Bank

    CNB Bank was a hero in their community. Read about their impact and the spark they created.

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  • May 14, 2021

    2021 Social Media Image Size Guide

    Designing the perfect social media image starts with the right dimensions. Learn how to format your designs exactly right for each platform.

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  • May 7, 2021

    Community Heroes Connect: What’s Next for the Financial Industry

    Financial Banking community leaders connected to discuss the challenges and wins of this past year. Catch their insights about the future of our communities and banking.

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  • April 13, 2021

    Understanding Artificial Intelligence as a Financial Brand

    Artificial Intelligence looks to play a larger role in the financial services industry in the coming years. From financial habits to corporate compliance, see what’s in store here.

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  • April 6, 2021

    Social Selling: How to Create Content that Connects

    Learn how to optimize your social selling campaigns to generate remarkable first connections online by reading our latest post.

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  • April 2, 2021

    Marketing and Compliance Report Key Takeaways

    Our annual Marketing and Compliance Report is now available. Catch some key takeaways – and download the report – here!

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  • March 30, 2021

    Building a Brand: Clarifying Your Brand

    Building a brand is a challenge for most – but a great way to improve it is by knowing what to remove. Here are a few tips for clarifying your brand.

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  • March 19, 2021

    ICBA Connect- A Celebration of Community Bankers

    The ICBA Connect conference provided community bankers the opportunity to (virtually) come together, connect, and celebrate the achievements of the past year.

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  • March 8, 2021

    Gen-Z and Snapchat: 5 Things Financial Brands Need to Know

    Think this social platform isn’t applicable for your financial brand? Think again. Here is what financial brands need to know.

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  • March 1, 2021

    Crafting a Stronger Online Experience for Financial Brands

    Creating a positive customer experience online requires consistency and clear communication. Explore best practices on how to effectively communicate online.

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  • February 19, 2021

    2021 Social Media Content: Notable Trends

    2021 is said to be different for many reasons. Social Media is no exception. These social media trends should be on your radar.

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  • February 12, 2021

    Social Selling: How to Get Started

    Social media is a great resource to cultivate leads and boost your sales. For details on how to get started, check out our resource here.

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  • February 5, 2021

    Building a Brand Series: What is a Brand?

    Your brand is what makes you different from your competitor down the street. Learn how you can craft a unique story that connects with your customers here.

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  • January 22, 2021

    Three Search Traffic Trends for Financial Brands in 2021

    What search trends will impact Financial Brands the most this year? The answer could surprise you. Find critical marketing insights with our latest post.

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  • January 15, 2021

    What Every Financial Brand Needs to Know About TikTok

    The app that everyone is seemingly on – see what your financial brand should know about this popular app and what it means for your content strategy.

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  • January 12, 2021

    Politics and Digital Marketing: What You Need to Know

    With significant changes to users and platforms, see what Digital Marketers need to know about the social trends surrounding recent political events.

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  • January 11, 2021

    Top Social Media Trends to Pay Attention to for Financial Brands

    Ephemeral content, LinkedIn Events, Facebook Pay and more, there are numerous new social trends for 2021. Make sure you’re caught up with our latest post.

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  • December 31, 2020

    Compliance Tips for 2021

    Catch insights from Social Assurance’s conversation with Charles LeFevre on how your compliance teams can get ready for next year.

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  • December 17, 2020

    Give the Gift of Social Assurance

    Social Assurance. The perfect holiday gift to grow and connect your financial brand. Learn how our marketing tools can help your brand stand apart in 2021.

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  • December 11, 2020

    Planning Holiday Content as a Financial Brand

    Engaging in holiday marketing gives your brand the potential to stand out, reach new customers, and leave your mark on this crazy year.

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  • November 25, 2020

    Parler: What Every Financial Brand Needs to Know

    The trending number one most downloaded app, Parler, has significant implications for your financial brand. Learn what these are - and how you can prepare - here.

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  • November 16, 2020

    Social Influencer Marketing in Banking

    Financial brands are turning to new strategies to reach their target audience – see how social influencers can help.

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  • November 6, 2020

    ABA Uncon: It’s All About Marketing

    Catch our key takeaways from this year’s ABA Unconventional Conference and how you can best prepare and adjust to the new normal.

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  • October 29, 2020

    End of Support for Internet Explorer 11 and Legacy Edge

    Social Assurance is ending support for IE 11 – see what this means for you and how you can start to prepare.

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  • October 23, 2020

    Five Ways to Start Engaging Employees on Social Media

    Make sure you are involving your employees in your social strategy! Review these insights to learn how you can product better, and more engaging, content.

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  • October 12, 2020

    Employee Spotlight: Sarah Patrick

    Learn more about our graphics and brand manager- Sarah! She has been with our team since 2016 and is our featured #SASpotlight this month.

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  • October 9, 2020

    Content Starter Kit: Cybersecurity Awareness Month

    Access our free Content Starter Kit to help your financial brand successfully market Cybersecurity Awareness Month.

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  • October 1, 2020

    Introducing Community Spark – Ignite Your Community Connections

    See how Community Spark helps banks and credit unions spark community involvement and foster employee engagement.

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  • September 22, 2020

    Social Media Trends 2020 – LinkedIn Best Practices

    Catch the upcoming trends and best practices to ensure the growth of your financial brand on LinkedIn for 2020 and 2021

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  • September 18, 2020

    Community Spark Award: What We All Could Learn

    See the difference made by the winners and finalists of our annual Community Spark Award and what we could all learn from their examples.

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  • September 10, 2020

    Community Spark Award 2020 Winner: MSUFCU

    See how MSUFCU helped local businesses and individuals during the COVID-19 pandemic and won the annual Social Assurance Community Spark Award.

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  • September 10, 2020

    Community Spark Award 2020 Runner-Up: Drake Bank

    Learn how Drake Bank helped its local community throughout the hardships of 2020 and won the Social Assurance Community Spark Award.

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  • September 9, 2020

    Social Media Trends 2020 – Facebook Advertising

    See how Facebook advertising has changed in 2020 and what your financial brand should do to prepare and capitalize on these emerging trends.

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  • August 21, 2020

    Three Tips for Growing on LinkedIn as a Loan Officer During COVID-19

    During a pandemic, marketing tactics change. From SEO optimizations to communication strategies, learn how to support your community and grow your following on LinkedIn as a Loan Officer.

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  • August 17, 2020

    Jody Guetter Joins Social Assurance as Chief Marketing Officer

    Jody Guetter begins her new position as Chief Marketing Officer at Social Assurance. Learn more about her history and the future of Social Assurance by reading more here.

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  • August 14, 2020

    How to Keep Social Media Content Fun and Fresh as a Financial Brand

    If you’re looking for some fun ways to spice up your social content, we’ve got you covered. Learn how joining fun and dynamic social conversations helps grow your following and boost employee engagement.

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  • July 31, 2020

    CRA Compliance: How Community Partners can Help

    Community Partners are a vital connection for community banks. From donations and investments to service hours opportunities for employees, see why forming these partnerships should be a priority for your brand.

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  • July 30, 2020

    Employee Spotlight: Anna Lee

    Meet our graphic design intern, Anna Lee! As a key member of the marketing team, she contributes to critical projects. Learn more about her – and her cat Apollo – in our latest Employee Spotlight.

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  • July 17, 2020

    Key Deadlines for OCC CRA Compliance

    With the final rule on CRA released by the OCC, compliance deadlines are fast approaching. Make sure your brand is prepared by reading more about what’s required and how your organization can prepare.

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  • July 10, 2020

    CRA Compliance: OCC Releases Final Rule on CRA Regulations

    The OCC has released its final rule and it has significant updates the Community Reinvestment Act’s framework. Learn the changes, and how you can prepare, here.

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  • July 2, 2020

    Financial Brands: Be the Spark in Your Community

    Community Banks form the fabric of their communities. Whether it’s organizing volunteer efforts or donating to local events, see how you spark real change in your community with these ideas.

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  • July 1, 2020

    Facebook Advertiser Boycotts: What it Means for Financial Brands

    More brands are taking a stance on issues important to their customers. Here are a few takeaways to consider when engaging in social activism as a financial brand.

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  • June 12, 2020

    Why Financial Brands Should Invest in Paid Advertising

    Digital marketing is the key for financial brands to reach new customers. See the benefits of utilizing this tool and how it could provide greater returns on your investment.

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  • June 5, 2020

    A Reflection on Listening, Sharing and Engaging Your Communities

    As I began my morning routine on Monday, I wanted to go back to bed. I was scheduled to lecture for two hours about crisis leadership for banking school– and I had nothing to offer – or so I thought. I began my lecture by sharing the heartbreak I exp ...

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  • May 15, 2020

    Platform Update: New Compose is Here

    The new Compose feature enables financial brands to collaborate on marketing materials faster and easier. Created with both timelines and compliance in mind, we've made it easy for banks and credit unions to achieve their business goals. Our team con ...

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  • May 8, 2020

    Marketing in Crisis: Managing Customer Reviews

    Financial brands like you are leading the charge to help communities during the COVID-19 pandemic – and your customers are noticing. In times of crisis, the way brands and customers change the way they interact with each other significantly. While re ...

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  • April 24, 2020

    Marketing in Crisis: How to Inspire Hope

    From news on increasing unemployment claims to extended social distancing precautions, communities are continuing to be challenged in new and dramatic ways during COVID-19. As a community bank, more people are looking to you not only for help financi ...

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  • April 17, 2020

    Marketing in Crisis: Tips and Free Graphics for COVID-19 Communications

    With changing services and hours of operations during the COVID-19 pandemic, it’s crucial to keep your customers informed. While you may not be able to see most of them in person, it’s possible to provide value and connect with them online. Here are ...

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  • April 8, 2020

    Crisis Communication: Learning From Leaders Like Jill Castilla

    In times of crisis, we are all looking for inspiration from leaders who can rally others and provide a vision of hope to serve their communities. Few do this better than Jill Castilla, President and CEO of Citizens Bank of Edmond. Throughout the COVI ...

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  • March 26, 2020

    Marketing in Crisis: Find Your Identity

    ...

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  • March 12, 2020

    Assuring Our Communities

    ...

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  • February 28, 2020

    Employee Spotlight: Adam Cook

    Say hello to Adam Cook, our senior software developer! He's been with the Social Assurance team since 2015 and is currently remodeling his home with his wife. Learn more about him below. What is your role at Social Assurance and what do you like most ...

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  • February 7, 2020

    Proposed CRA Changes: Leveraging Service to Your Advantage

    ...

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  • January 31, 2020

    Employee Spotlight: Ben Pankonin

    Say hello to Ben Pankonin, our cofounder and CEO! He once water skied behind a tractor and attends almost every Nebraska basketball game. Learn more about him below. What made you want to start a company like Social Assurance? "I actually saw a need ...

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  • January 27, 2020

    Marketing in an Age of Fintechs

    Today, the big headlines in financial services are often dominated by Fintechs. The most recent announcement is Visa's acquisition of Plaid for $5.3 Billion. There's no question that a lot of the work that these Fintechs do helps us both as consumers ...

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  • December 31, 2019

    New Year, New Tactics: Three Instagram Content Reminders

    ...

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  • December 23, 2019

    Employee Spotlight: Alexander Lahargoue

    Happy Holidays from Alexander Lahargoue, our content and marketing strategist! Alexander has been with the Social Assurance team since 2016 and is currently basking in the joy of his favorite holiday season. Learn more about him below! What is your f ...

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  • December 20, 2019

    A Sleigh Ride Through Our Workshop

    ...

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  • December 13, 2019

    Proposed CRA Changes: What You Need to Know

    ...

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  • November 29, 2019

    How to Engage Your Customers This Holiday Season

    The holiday season is a great reminder of how important it is to show your customers and communities appreciation. After all, who matters more in your community than the people who make it what it is? Just like the in-person connections you’re making ...

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  • November 22, 2019

    Employee Spotlight: Jordyn Swanson

    Say hello to Jordyn Swanson, our marketing specialist! Jordyn has been with the Social Assurance team since March and is currently planning her travel list for 2020. Learn more about her below! Where are you planning to visit next? “My husband and I ...

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  • November 15, 2019

    Inaugural Flyover Fintech Conference Summary

    ...

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  • November 8, 2019

    Three Ways to Grow Your Sales as a Loan Officer

    As a financial loan officer, utilizing social media as a tool in your sales funnel can be both challenging and rewarding. The financial industry is competitive, and your customers’ attention spans are shorter than ever, so it’s important to cut throu ...

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  • October 31, 2019

    Employee Spotlight: Courtney Haggart

    Say hello to Courtney Haggart, our content and client specialist! Courtney has been with the Social Assurance team for just over a year and was very excited to be featured as our October/Halloween spotlight. Learn more about her below! What do you lo ...

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  • October 25, 2019

    Trick or Treat: How to Dress Up Your Social Media Channels

    Tik Tok Trick: Keep it Simple Most videos on TikTok are 15 seconds or less — which means it's important to get right to the point. Ditch the filler copy in product posts. Tell them the important facts and benefits, then link to your website so that t ...

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  • October 18, 2019

    Three Tips for Improving Your Financial Brand’s Facebook Content

    ...

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  • October 4, 2019

    How Being Raised by a Banker Shaped My Education

    Over the course of my life, my family has always been involved in banking. My dad has spent his career working at several banks throughout Iowa and Nebraska. Just over a decade ago, our family settled in York, Nebraska, where my dad became the CFO of ...

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  • September 18, 2019

    Five Terms Every Bank Marketing Manager Needs to Know

    ...

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  • September 10, 2019

    Five Reminders to Help Your Financial Brand Grow on Twitter

    While what's trending on Twitter usually makes great social conversations, it can be tough for financials brands to break through the noise and grow a loyal following. As this social network relies heavily on user to user interactions, it can be chal ...

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  • August 27, 2019

    School’s in Session: Marketing to Generation Z

    ...

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  • August 7, 2019

    Five Reminders to Help Your Financial Brand Grow on Facebook

    The trend is clear – if your financial brand isn’t on Facebook, it’s time to put a process change in place to make it happen. In fact, according to our 2018 Marketing and Compliance report, 95% of financial brands maintain a presence on Facebook with ...

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  • July 26, 2019

    How to Land Your Story on the Moon

    Great marketing has always been defined by great storytelling. The characters, the setting and the struggle — when mixed with the right amount of interest — can captivate any audience. But we know that the balance of these elements is delicate. In to ...

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  • July 18, 2019

    Stranger Things: A Lack of Unity in Entertainment

    Today, I spoke with a group of marketers and I asked them, “what do you think is the most popular show on Netflix this week?” The room took some time, but soon agreed on one answer: “Stranger Things.” They were right. I followed up my question and as ...

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  • June 21, 2019

    Three Tips to Help Your Financial Brand Grow on Instagram

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  • May 29, 2019

    Three Important Content Tips for Financial Brands

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  • April 24, 2019

    Four Ways to Repurpose and Reimagine Your Existing Content

    When we write, it's natural to think that the shelf-life of a particular piece of content is shorter than it really is. Because of this, we're constantly pushing ourselves to create new pieces rather than repurposing or reimagining content that has p ...

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  • March 13, 2019

    Social Assurance Announces CRA Management Software

    ...

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  • February 27, 2019

    How Negative Social Media Comments Can Help Your Brand

    While we all know that social media presents so many great opportunities for business growth, we often don't think about how we can use negative comments to our advantage. If you plan ahead and know how you will engage with these types of posts, you' ...

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  • February 15, 2019

    Five Marketing Tactics You Should Audit This Quarter

    It's that time of year where we're all asking how to maximize our marketing tactics for growth. The good news is that you and your team have a growing list of cost-effective and creative marketing tools at your disposal. Below are five tactics to con ...

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  • February 1, 2019

    Are You Meeting Your Marketing Resolutions?

    Now that the first month of the year is over, it’s time to check in and see if you’re on track to meet your goals. The start of a new year is the perfect opportunity to gather your team (around coffee) to check in on and set resolutions for how you’l ...

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  • December 31, 2018

    Auld Lang Syne: Remembering Social Media Milestones

    Are you ready to pop the champagne and celebrate the start of 2019? Tonight you will hear — or sing if you’re brave — the familiar Happy New Year tune “Auld Lang Syne.” This song, meaning “time gone by,” has our team reflecting on some milestones tha ...

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  • July 18, 2018

    The Pursuit of Significance: A Conversation With ICBA’s Chris Lorence

    Click on the image above to listen to a recording of this webinar. We all know someone — or maybe are someone — who can quickly adapt to change. Change is often unexpected; those who confidently embrace it and relish the chance for their organizati ...

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  • March 30, 2018

    Opening Day: 10 Brand Mistakes to Avoid When Launching on Social Media

    Success does not consist in never making mistakes, but in never making the same one a second time. – George Bernard Shaw Baseball season is officially underway! The start of a new season should herald that start of new things for your brand – particu ...

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  • March 23, 2018

    Post Because You Care

    There are certain questions that you expect to receive as someone who helps brands with social media and none is bigger than the, "how frequently should I post?" question. I, like many others, have also struggled with this at times. Typical answers r ...

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  • January 29, 2018

    Building Authentic Engagement

    It's time to put the local into social! You may have read recently that Facebook is implementing a new system of pushing posts that will generate conversations and meaningful interactions between people to the top of feeds while distributing less con ...

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  • October 24, 2017

    The Community Bank: Step Three – Donations

    A guide on building your relationships and growing engagement with customers The community bank series continues! Building upon what was already outlined with sponsorships and events, the next step towards further solidifying your position in the com ...

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  • October 10, 2017

    The Community Bank: Step Two – Events

    A guide on building your relationships and growing engagement with your customers Establishing yourself as the community bank is a process. It requires investment, commitment and dedication to building relationships and growing trust with your custom ...

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  • September 25, 2017

    The Community Bank: Step One – Sponsorships

    A guide on building your relationships and growing engagement with your customers. The popular trend for banks these days is to market themselves as the “community” bank. It’s not at all a surprising move given the fierce competition in the financial ...

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  • September 18, 2017

    Three Skills Every Marketer Needs: Organization, Coordination and Adaptation

    The skills every true marketer needs to hone in order to excel  Marketing is one of the fastest developing fields in business. With every new innovation, technology or otherwise, it is marketing that feels the burn. Social media is the latest case st ...

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  • September 12, 2017

    Unpacking, Redecorating and Revamping

    Social Assurance is always striving to be a mover and shaker within the community and although each week offers its dose of excitement, it's been pretty exciting around here as we embarked on new opportunities and celebrated milestones. Our New Offic ...

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  • September 8, 2017

    Communicating during natural disasters

    The path of destruction that Hurricane Harvey has left over the past week has left many homeless, numerous feeling helpless and others stepping up as heroes. For many businesses including brokers, banks, and any financial market, closing during incle ...

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  • July 25, 2017

    Why Bank Branches are Here to Stay

    If you have been following financial news for any point in the last couple of years, you would know that banks are facing a huge problem: store branches are closing by the hundreds. What were once commonplace sites to see in local communities are dry ...

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  • July 5, 2017

    Marketing Disasters: Speed is the Key

    Everyone makes mistakes and businesses are no exception – especially on social media. Countless articles line the web about different social media fails from companies both large and small. Despite the hindrances, the benefits social platforms offer ...

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  • May 6, 2017

    Ben Pankonin named “Executive of the Year” by SPN

    LINCOLN, Neb.  (May 2017) – Ben Pankonin, CEO and co-founder of Lincoln-based Social Assurance, was recently named Silicon Prairie News 2017 Executive of the Year. Recognized for his role leading the Social Assurance team in providing fintech solutio ...

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  • May 4, 2017

    Lifelong Investments

    Great content does the work for you. It is like a loan that you can sit on and collect interest. You put it out there, and with some time, you see an ROI through engagement. Great banking content will foster relationships and tell a story. A story th ...

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  • April 17, 2017

    Learning from a public relations disaster

    Public relations disasters are nothing new. However, thanks to social media, there are more avenues than ever to amplify any potential disaster. But with a proper crisis plan in place, speedy attention to the issue, any brand can manage these concern ...

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  • March 13, 2017

    Millennials in Banking

    The banking landscape is always changing – adding millennials into the formula can create an unexpected result. Considering recent events, we thought these few take-aways about the millennial approach to life can help banks and credit unions go a lon ...

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  • January 31, 2017

    Building Community Through Social Media

    What makes a good community? Learn key takeaways on how you can take the next step in building your community through social media.

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  • November 26, 2016

    Helping Small Businesses Online

    Today is Small Business Saturday, that one time a year when underdog marketers try to turn the tables on the big boxes and encourage consumers to shop local. Sure, it's romantic to walk-in to your local boutique and if you met my friend Meghan at Sel ...

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  • November 14, 2016

    Personalizing Your Email Campaigns

    As I open my email every morning, I see dozens of emails that have inundated my inbox in the last twelve hours since my last check. I know every morning I will find some offer from Pottery Barn and other random marketing campaigns. Like most of the w ...

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  • October 27, 2016

    The Hallmark-ification of Marketing

    I grew up in a Hallmark store. You remember those cards people used to send by snail mail to show that they “cared the very best”? That was my family's business. It was exciting as a kid, mainly because there was always a holiday around the corner. A ...

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  • October 17, 2016

    The Importance of Branding

    First impressions are crucial for any company. It links a subconscious tone to who your brand is. Being a digitally driven society, you do not always have the opportunity to control that first impression and explain your business face-to-face. It is ...

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  • October 10, 2016

    How to Connect with Your Ag Customers in the Fall

    Fall is one of the busiest times of year for those in the agricultural industry. Farmers are out in their fields way before sun up and well after the sun has set. With so much work to be done  during harvesting, you might think that this is one of th ...

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  • July 21, 2016

    Why Social Media Needs to be Integrated in a Disaster Recovery Plan

    Southwest Airlines faced every businesses worst fear yesterday, their systems crashed. Not just for a little bit, but for hours and hours. Passengers were left stranded with nothing to do but sit on their phones, pout and voice their frustrations on ...

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  • July 14, 2016

    Banking on Pokemon

    It began with a soft launch, very few people were paying attention. My wife and I were taking our usual walk at the local park near our house a week ago, noticing an abnormal amount of nerds looking at their phones while walking. These were not the n ...

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  • July 12, 2016

    One of These Millennials Is Not Like the Other

    I get it, I really do. Millennials are known for being this young and reckless generation who have no idea how to handle their finances. I constantly see online articles talking about how millennials have no money saved for retirement or how fewer mi ...

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  • April 11, 2016

    #BankSocial a First Year for Everyone

    It's rare that in our industry we experience a lot of firsts. We quickly forget how exhilarating it is to experiment. But this year my friend, John Siracusa tried. His vision to bring together banks and credit unions to talk about the challenges we f ...

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  • April 4, 2016

    Winning millennials: a tale of loyalty and convenience

    Around the corner from our office sits a quaint little cafe. With daily deal specials and a wonderful salad bar with all the fixins', business is steady. Despite the delicious food and soup, some days I pass right on by and head to another local eate ...

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  • February 7, 2016

    Super Financial Ads: Learn from Huge Ad Budgets

    Today you will see plenty of ads for beer, Doritos and yes, financial companies. Wait, Financial Companies? Why? Their marketing budgets have determined that now is the time to strike, to get consumers to shift. So how do you compete without dropping ...

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  • May 15, 2015

    What does graduation mean for your financial institution?

    Graduation season is upon us. Itchy gowns, uncomfortable mortarboards, and seemingly endless graduation parties. Whether graduating from college or high school, students are facing a plethora of financial decisions and looking for guidance, good advi ...

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  • April 28, 2015

    “Life” at Fiserv Spring Forum

    With 4,000 in attendance at this year's Fiserv Forum, "Life" seemed to be an appropriate theme. The theme was captured best through social media with the thoughts of my fellow attendees. From the opening sequence to the closing breakout sessions, ban ...

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  • March 30, 2015

    How do Facebook Accounts Get Hacked?

    Today my local coffeeshop, then one just bellow my office, had their Facebook account hacked. And, while my wife and I both enjoy grabbing coffee there, and I sympathize with their predicament of animated images of people doing improper acts on their ...

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  • March 18, 2015

    Madness and Social Media, Baby

    It's that time of year where brand new Peer to Peer payment systems are used for unsanctioned gambling in office pools and Americans lose millions of hours of productivity with employees checking basketball scores... and I love it. I'm a basketball f ...

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  • March 5, 2015

    ICBA Live, Making Relationships Matter

    I’m on my flight home from the annual ICBA Live Conference in Orlando this year and as I always do, I’m creating my list of follow-ups to complete when I get back to the office (and have reliable Internet). But I also spend time reflecting on the rel ...

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  • December 31, 2014

    Auld Lang Syne and Social Media

      Tonight you may sing, or at least listen to the familiar New Year's Eve tune “Auld Lang Syne” meaning, “long long ago”. In this social media-driven world, just what is long long ago? What is important for social media marketers is the habits t ...

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  • November 25, 2014

    Giving Thanks with Your Brand

    One of the most important aspects of navigating a social brand (and life) is learning how to say thanks and mean it.  I work with financial marketers, many of whom understand the importance of a thank you and I think Thanksgiving gives us an excellen ...

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  • September 5, 2014

    Getting the Most Out of Your Conference

    It's conference season for many of us in Financial Services and whether you are headed to your state conference or a multinational conference, you can get more out of it with social media. Here are a few tips from Social Assurance: No more Egg Profil ...

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  • August 28, 2014

    Marketing by Testing

    Many financial marketers head to conferences to learn the changing needs of financial services and how to appeal to a larger customer-base. One of the things I will be sharing at the ABA conference in Orlando is how to test with your customers. Digit ...

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  • August 12, 2014

    Branching Into Social Media

    Social Media is no longer a person nor is it a department. In a time where branches are closing and many banks are moving to become more centralized, social media is decentralizing. This year’s ABA conference in Florida holds an opportunity for bank ...

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  • July 1, 2014

    Dear Financial Institution: Why do these 10 things scare you?

    There is a quote from Woody Allen where he says "80 percent of success is showing up". That quote may leave a sour taste in your mouth, as we grew up under the idea that you can't just show up to be successful.We recently did a study where we looked ...

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  • May 13, 2014

    Creating Social Moments for Your Customers

    After getting a presence on social media, the first question I hear from many financial institutions is, “how do we get our customers to just share this with others.”  I spoke with a banker recently who is connected to me on social and he says, “you ...

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  • February 10, 2014

    What Can Small FI’s learn from “Dumb Starbucks”

    This past week in Southern California, a clever storeowner decided to open a coffee shop to compete with Starbucks, calling it "Dumb Starbucks." While social media sites were amused and people approaching the store were confused of its intent, "Dumb ...

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  • December 12, 2013

    FFIEC Final Guidance on Social Media

    Since the preliminary guidance was released in January of 2013, Banks, Credit Unions and the third-parties who support them have been waiting for final guidance. “The Guidance do not contain exceptions regarding the use of social media” but helps to ...

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  • October 30, 2013

    What Financial Marketers can learn from Trick or Treaters

    Financial sales professionals often forget that the best sales tactics are often the ones that are the most ingrained in our psyche...  the ones we grew up forming. Let's take a moment this Halloween to consider how our marketing and sales prowess wa ...

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  • October 22, 2013

    What Financial Marketers Could Learn from Banksy

    Banksy, the London-based graffiti-artist who is currently one of the most famous living artists has been sharing a new piece of art every day on the streets of New York City. The growing popularity has been fueled by Mayor Bloomberg's calls to arrest ...

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  • September 16, 2013

    Fiserv Fall Forum, Credit Unions and News

    This year's Fiserv Forum could be summed up by the person of their keynote. Colin Powell's statesman demeanor was often overshadowed by his surprisingly personable touch. At the Venetian Hotel in Las Vegas, the 1,500 in attendance were sure to experi ...

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  • September 5, 2013

    Fiserv, Social Assurance Partner to Offer Social Media Management and Compliance Solution to the Financial Industry

    Fiserv, Social Assurance Partner to Offer Social Media Management and Compliance Solution to the Financial Industry Social Assurance offers leading social media management and compliance solution to banks, credit unions and investment advisors Partne ...

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  • August 28, 2013

    Omni-Channel Management in Financial Services

    Never before have we seen new channels for communicating with your bank or credit union emerge as quickly as we have in recent years. We've begun to even migrate terms from multi-channel management to "Omni-channel management" indicating the industry ...

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  • June 27, 2013

    Social Media for the Growing Number of Remote Workers

    The lines are blurring for many between work and home. Not only are mobile devices making it easier to keep up with data on the move, but your customers are operating businesses from the home. In fact in the US over 53% of businesses are run from the ...

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  • June 20, 2013

    Why Facebook is still the top Social Network

    Social networking is dynamic. We can't get away from hearing buzz online and offline about the next BIG social network. This often leads businesses and brands searching and wondering what is next, and what can I do to become a superstar on this platf ...

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  • May 31, 2013

    Social Lessons from Gatsby

    The Great Gatsby showed us a few things about partying like the roaring twenties. It shows us the lengths Gatsby went to attract his sweetheart. While his methods were certainly flawed, there are some lessons that we can learn about customer interact ...

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  • April 15, 2013

    Responding to Tragedy

    As was the case with Newtown, the world paused today as the Boston Marathon was finishing. We were struck with another national tragedy after two bombs detonated by the finish line. Moments like these are tough for people to understand. For brands on ...

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  • March 25, 2013

    Social Media Planning, Not Just a Grocery List

    I read a lot of social media blogs, articles and posts. I am amazed at the frequency in which I hear, "the first thing you need to do is create a plan." I agree. BUT, this is the same advice I would give if you were headed to the grocery store, takin ...

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  • March 15, 2013

    Does Your Community Bank Have a Voice?

    Yesterday I went through the top 500 banks & credit unions by likes on Facebook.  There was a huge disparity in number of likes, quality of content, and asset size. But one thing was the same. Bank customers want to have an intimate relationship ...

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  • March 6, 2013

    What Branch Managers should know about Social Media

    As a branch manager you are used to juggling many different tasks.  I want to share how you can more effectively use social media in parallel with your processes. Hiring: Prospecting LinkedIn, Facebook & Twitter for good leads will go a long way ...

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  • February 26, 2013

    LinkedIn for Financial Professionals

    Many social platforms have made their value based on the amount of time users are logged in to their systems. Platforms like Pinterest claim nearly 16 minutes of time on their site per login. But what about LinkedIn where the average user spends less ...

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  • February 19, 2013

    Facebook’s Edgerank & Why it Matters to Bank Marketers

    The history of banking goes back a few thousand years to grain loans in ancient Babylonia. But more recently banking has become a norm within common society. The evolution of technology has helped banks increase in size and geographic regions.  This ...

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  • January 31, 2013

    New Regulation Comments from FFIEC

    Last week the FFIEC issued new suggestions for Social Media and banking. This proposed guidance has implications for those with social media profiles and those who do not yet have profiles. This new guidance does not come as a surprise to the industr ...

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  • December 17, 2012

    Building Community and Banking

    We study nearly every interaction community banks and credit unions make in the US. We watch as some make progress and others struggle to gain enough traction to be relevant. The truth is, many of these lessons my niece understands when she makes gin ...

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  • December 17, 2012

    Think Bigger by Automating Compliance

    “You’ve got to think about big things while you’re doing small things, so that all the small things go in the right direction.” ~ Alvin Toffler Often we lose sight of the big things as we are executing day-to-day in social media, especially if we don ...

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  • November 20, 2012

    A Social Holiday Season

    The holiday season has brought difficulty for marketers for generations as the US culture becomes more diverse. How does your social media reflect your beliefs? And should it? Here are a few things to keep in mind when you are working with your socia ...

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  • August 4, 2012

    What are the Demographics?

    Searching for the right method to reach investors... is social media a good idea? The key question many investment advisors are asking is: "How do I bring on assets when social media is targeted to the younger crowd?" It's impossible and unfair to di ...

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  • February 16, 2012

    Rapid Automation for Investment Advisors

    The broker-dealer and Registered Investment Advisor communities have been rocked with the changes in social media. The speed of communication, need for responsiveness and content creation are paired with the same SEC and FINRA guidelines that apply t ...

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  • January 25, 2012

    The Traffic Controllers of Social Media

    Often overlooked amongst the writers and strategists of social media are the air traffic controllers; your very own Chief Compliance Officers. The role of a compliance officer is becoming more complex as Social Media dramatically increases the amount ...

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  • December 4, 2011

    Sales and Marketing Divide

    One of the biggest tragedies I continue to see in businesses is the divide between sales and marketing. Almost every company I have worked in or consulted with struggles with this tension. Not only does it create frustrations and typically turf wars, ...

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