Marketing management software built for financial brands.

Our user-friendly marketing management software empowers banks, credit unions, and financial brands to compliantly create, approve, and publish content. We’ve redefined marketing workflows and baked in reporting and archiving tools that save time and keep your teams organized, efficient, and compliant.

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How Equity Bank advanced their marketing.

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Create

COLLABORATE

Digital sort and archive all marketing campaigns and materials.

CONTENT CALENDAR

Plan and schedule traditional and social content in the same view.

CONTENT LIBRARY

Access to social media content for your financial in our turnkey content library.

PREAPPROVED RESPONSES

Directly manage, monitor and engage across social channels.

SOCIAL MEDIA MANAGEMENT

Respond quickly with ready-to-go messaging.

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digital graphic of computer monitor with the social assurance app displayed

Manage

MONITORING

Monitor, manage and respond to web and social mentions.

CUSTOM ROLES

Manage access restrictions and workflow.

MODERATION

Manage posts, account access and responses.

COMPLAINT MANAGEMENT

Flag and escalate concerning comments and reviews.

ARCHIVAL

Automatically archive social posts, engagement and traditional marketing.

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Report

MARKETING BINDER

Digital sort and archive all marketing campaigns and materials.

REPORTING

Get on-demand marketing and social media activity reporting.

AUDIT

Generate audit reports for internal and external compliance exams.

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Marketing Services

Our team of financial marketing experts is here to help empower your marketing, content, and brand, from listing and reputation management, custom content, and reporting to digital ad management and social campaigns.

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Schedule a Demo

Ready to save time, streamline marketing and compliance, and engage with your customers and community through digital channels? Fill out the form and we’ll talk soon.

Marketing Resources

Marketing

Marketing

Marketing