Guides & Worksheets
2025 Holidays & Observances Social Media Calendar for Financial Brands
Guides & Worksheets | Marketing | Social Media Management
Use this downloadable calendar of holidays and observances to plan social media content for your community bank, credit union, or…
Content Request Templates: Asking for Photos & Context from Departments & Teammates
Guides & Worksheets | Marketing | Social Media Management
Use the request templates in this downloadable resource to source the imagery and contextual information you need to create compelling,…
Outcome-Based Topic Tree for Content Planning
Guides & Worksheets | Marketing | Social Media Management
Use this downloadable content planning resource to organize social, website, and other marketing content around bigger-picture goals like increasing deposits,…
Sample Shot List for Helping your Team Capture Great Marketing Photos at Events
Guides & Worksheets |
Capturing great photos and videos at events is especially important, allowing community banks, credit unions, and financial brands to show…
Social Media Policy Sample
Guides & Worksheets |
Use this social media policy template to save time and cover all your bases in crafting an official document for…
Social Media Content Review
Guides & Worksheets |
Use this guided outline to perform a social media content review that can help your community bank, credit union, or…
Looking for more posts about Guides & Worksheets?
See all the postsCase Study
Nebraska’s Union Bank & Trust Calls on Public to Help Donate $1 Million
Case Study |
How one community bank launched a massive campaign to engage nonprofits, the community at large, and the communities they serve…
Community Spirit Bank Social Media Campaign Goes Viral, Spreads Core Message
Case Study |
The strategy for the Community Spirit campaign was simple: leverage the bank’s Facebook and Instagram channels to ask community members…
Looking for more posts about Case Study?
See all the postseBooks & Reports
Banking & Financial Services Sentiment Report
eBooks & Reports |
Social media commentary and information sharing can have a swift impact on financial brands, making it more important than ever…
Digital Listings & Reputation Management: A Guide for Financial Brands
eBooks & Reports |
A strong online presence is crucial for any business. But there’s an incredibly important component for financial brands, and it’s…
Building a Brand eBook
Branding | eBooks & Reports |
Use this guide to build or refresh your brand strategically and effectively to reflect the impact your community bank, credit…
The Social Assurance 2021 Marketing and Compliance Report
eBooks & Reports |
The Marketing & Compliance Report from Social Assurance serves as a tool for community banks, credit unions, and financial brands…
Social Selling eBook
eBooks & Reports | Social Selling |
A quick guide to social selling that helps community banks, credit unions, and financial brands activate lenders and sales agents…
Listings and Reputation eBook
eBooks & Reports | Listings & Reputations |
Digital listings and online reputation management help your brand find and help new and current customers while also providing a…
