When marketing, compliance, branch teams, and content teams are all involved in the content collection and review processes, the logistics of who needs to review what can be challenging. Social Assurance makes it automatic. Set it, and forget it.This Marketing & Compliance Workflow Mapping Worksheet gives community banks and credit unions a simple framework for defining those decisions before they slow down content. In a few quick steps, you’ll map who reviews each type of content, establish the order of review, and identify the topics or conditions that trigger compliance involvement.
Use the form below the download the worksheet and get started. When you’re ready to implement them, reach out if you need a hand.
