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Collaborate on marketing materials easier and faster.

Our Marketing Platform helps banks and credit unions create a custom workflow with both timelines and compliance in mind. We’ve made it easy for teams to collaborate so you can focus on growth.


Platform Features

Simplify your concepting, drafting, approval, publishing, archival and reporting processes with our Marketing Management platform.

Tailored Reporting

Give your team members custom roles to help manage access, processes and approval workflow.


Manage, respond to and assign social media notifications and mentions in our platform.

Content Library

Access free, timely content each week that your team can edit and customize for your brand.

Unlimited Users

Add unlimited internal and external users — including agency teams — at no additional cost.

Content Management

Create content and manage approvals, scheduling, archiving and reporting.

Marketing Binder

Manage, collaborate on and archive all of your marketing materials in one place.


Review and audit your individual activities and campaigns with dynamic on-demand reporting.


We want to help you make the most of our platform. Online and live support is available for all users.


Our team of social media and digital marketing experts stays updated on best practices and trends to ensure our banks and credit unions can reach customers where they are looking for and talking to them.

Listings and Reviews

We’ll manage your digital listings across the web, ensuring information is accurate and complete on dozens of listing sites, including Google, Bing, Yahoo, Facebook, Apple, etc. Once listings are claimed, we are able to better understand and monitor customer reviews. We’ll alert you of these reviews or you can partner with us to respond on your behalf.

Custom Reporting

Customized social media reports provide a snapshot of each of your channels. These presentation ready high-level metrics are useful to both marketing and leadership teams and can be sent either monthly or quarterly. As a bonus, a quarterly report is included with all custom content contracts.

Ad Management

Paid social media advertising is a powerful tool to reach both your customers and leads. The Social Assurance team provides full-service ad creation and management. This advertising helps our partners grow their audience(s), increase brand awareness and reach, boost traffic to websites and landing pages and create new leads.

Custom Content

Keeping your audience consistently engaged on social media can be challenging. Our custom content is not only tailored to your business needs, audiences and specific branch locations, but is written to keep communities engaged. These partners benefit from access to a strategic contact along with branded copywriting, photography and graphics.

Social Campaign

Build brand awareness, increase engagement, showcase your brand’s culture or celebrate a milestone through a social media campaign. Campaigns can be built at the page launch level or on an as-needed basis. We create all elements to make your campaign successful, including naming, visuals and copy, a landing page and legal rules. You’ll also receive a post-campaign report.

Start collaborating easier and faster with our Marketing Platform.


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