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Marketing

Trends, insights, pro-tips, and everything financial tips need to know to better communicate and connect with their target customers.

Employee Spotlight: Jordyn Swanson

Marketing | Staff Spotlight |

Say hello to Jordyn Swanson, our marketing specialist! Jordyn has been with the Social Assurance team since March and is…

Three Ways to Grow Your Sales as a Loan Officer

Marketing | Sales |

As a financial loan officer, utilizing social media as a tool in your sales funnel can be both challenging and…

Employee Spotlight: Courtney Haggart

Marketing | Staff Spotlight |

Say hello to Courtney Haggart, our content and client specialist! Courtney has been with the Social Assurance team for just…

How Being Raised by a Banker Shaped My Education

Community | Marketing |

Over the course of my life, my family has always been involved in banking. My dad has spent his career…

Five Terms Every Bank Marketing Manager Needs to Know

Marketing | Social Media Management |

School’s in Session: Marketing to Generation Z

Marketing | Sales |

How to Land Your Story on the Moon

Content Marketing | Marketing |

Great marketing has always been defined by great storytelling. The characters, the setting and the struggle — when mixed with…

Social Assurance Announces CRA Management Software

Community | Compliance | Marketing

Five Marketing Tactics You Should Audit This Quarter

Marketing |

It’s that time of year where we’re all asking how to maximize our marketing tactics for growth. The good news…

Are You Meeting Your Marketing Resolutions?

Marketing |

Now that the first month of the year is over, it’s time to check in and see if you’re on…

Marketing Resolutions for the New Year

Marketing |

With a new year around the corner, you’ve likely thought about setting a percentage of your budget aside for social…

Workflow for Marketing and Compliance

Compliance | Marketing |

In a financial marketing process utopia, all marketing materials would seamlessly float directly in and out of compliance, then straight…

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