Scheduled Time : August 6, 2026 10:30 am
Did you know, Social Assurance’s Marketing & Compliance solution is built to serve as the operational hub for virtually every aspect of bank marketing–including social media and every other channel? From digital campaigns and print collateral to website updates, email marketing, branch signage, and other marketing assets, the platform provides the tools to centralize collaboration, approvals, documentation, and compliance across channels.
In this skill session, we’ll explore how to leverage Uploads and Task & Project Management to build more efficient, organized marketing workflows. You’ll learn how to collect content from lenders, branch staff, and subject matter experts; manage projects from request through completion; route assets through approval workflows; and maintain documentation that supports your institution’s compliance requirements.
We’ll also share practical examples of how institutions are replacing scattered email threads, shared drives, spreadsheets, and disconnected project management tools with a single, centralized workflow. Whether you’re coordinating a marketing campaign, tracking website updates, reviewing print materials, or managing content requests across the organization, these tools can help your team work more efficiently while creating a stronger compliance record.
Key Features Covered
- Uploads: Store, organize, review, and document virtually any type of marketing asset—not just social media content.
- Approval Workflows: Route marketing materials through documented review and approval processes before publication or distribution.
- Task & Project Management: Assign work, collect content from teams across the institution, track progress, and keep projects moving.
- Marketing Documentation: Maintain a centralized record of marketing activities, approvals, and supporting materials for audits and compliance.
