Scheduled Time : April 30, 2026 10:30 am
Bridging the gap between marketing, compliance, and lending teams to make social selling actually work.
Marketing teams are creating content; compliance teams are approving it–so why aren’t your lenders and business development teams actually using it?
Too often, social selling strategies are designed around pushing content out, rather than supporting how lenders actually build relationships. Lenders are focused on pipeline, conversations, and closing deals. They don’t have time to overthink what to post or how to say it. And when social feels like extra work instead of a natural extension of what they already do, adoption stalls.
At the same time, marketing and compliance teams are working to create structured, scalable, and compliant programs that increase visibility and keep your brand and lenders in top of mind. Often, marketing and compliance teams are working in the dark—without always having full visibility into what lenders need to be successful.
In this webinar, we’ll break down why this gap exists—and how to close it. We’ll cover how to better align marketing, compliance, and lending teams, how to reframe social selling as a “soft sell” relationship-building tool (especially for lenders who are less comfortable with it), and how to build systems and processes that lenders will actually use to put out content that’s on-brand and actually compliant.
Key Takeaways
- Why lenders aren’t active on social or aren’t using approved marketing content
- Where marketing, compliance, and lending teams get misaligned
- How to rethink the systems and strategy behind social selling and the content that powers it
- Use success stories and case studies to help lenders stay visible and build credibility
- Simple ways to make social content easier for lenders to actually use
