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Planning Social Media Content: Strategic Tips for Banks, Credit Unions & Financial Brands

Scheduled Time : February 28, 2024 10:30 am

Struggling to plan engaging and effective social media content? Whether you’re a content team of one or part of a larger department, the process of brainstorming, slating, designing, approving, publishing, and tracking social media content can feel a bit daunting. What should you post about and how often? How far ahead should you be planning? How can you source content from lenders and sales agents? How can you get individual branches involved? Community impact teams? How to get more engagement and followers? Which holidays and observances to post about? Which should you skip? How and when can you reuse and recycle content? You’ve got questions; we’ve got answers.

In this webinar, we’re talking all things social media content planning. We’ll start with a blank-slate calendar and walk through the process step-by-step to show you how to think both big-picture and day-to-day about social media content across channels. We’ll provide recommendations for combining different types of content (evergreen posts and more timely content, for example) as well as tips and tricks for sourcing content from lenders, CRA and HR teams, and individual branch locations. Wondering where and how to loop in compliance and track published content for your records? We’ll cover that too!

The result? An efficient, creative, and compliant approach to social media content that’s on-brand and effective.

Key Takeaways:

  1. Balancing planning ahead while leaving room for spur-of-the-moment content
  2. How to efficiently plan content month-to-month and across channels, even with a limited team or budget 
  3. How to source content from different areas, individuals, and locations (including lenders, CRA/community impact teams, and HR)
  4. How to streamline compliance workflows for social media content