Social Assurance

DECEMBER 4, 2020

Our Annual Marketing and Compliance Survey and Report sought to better understand how some of these changes affected the financial services industry and how community financial institutions responded to the challenges. For more in-depth insights, be sure to download our marketing and compliance report by clicking the link below.

Compliance 15

Compliance Marketing Report social media 15

Social Assurance

OCTOBER 29, 2021

Social Assurance’s Marketing and Compliance Report provides an analysis of the financial services industry and explores trends for the upcoming year. Growing Utilization of Marketing and Compliance Tools and Technology. The pandemic helped shake up some long-held traditional forms of banking and marketing.

Compliance 15

Compliance Survey Marketing social media 15

Social Assurance

OCTOBER 13, 2021

And we too, at Social Assurance. certainly, felt firsthand the impact of Facebook and Instagram going down, preventing our clients, consumers, and businesses from distributing their content and preventing advertisers and marketers from managing campaigns, optimizing their advertising, and accessing their analytics. With over 2.7B

social media 15

social media Strategy Marketing Strategies Marketing 15

William Mills

MAY 11, 2016

This approach makes a lot of sense– but not sure if it would meet the governance and compliance considerations of most banks and investment management firms. ^SR Download our latest white paper that discusses what it really takes to develop a successful Fintech startup. 01:15 pm 10 Reasons Why Fintech Startups Fail.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

What’s the market strategy? Demo: “Audit Smarter” – ask clients to download mobile app for security authentication. He can just download an app and fill out code. Adds in Social security. The account has a tie into social media and sharing. Who is the target audience? Then Picture of ID.

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing. Insights on social media, financial services and more are shared on their blog , or follow them on Twitter at @beyondthearc. ^SR

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind. I can see how some other social media channels may be more prevalent and important in the U.S. Especially to bank or invest?

social media 40

social media ATM Mobile Customer Experience 40