Long Lasting Ideas

AUGUST 7, 2014

The expansion of social media in the workplace and for personal use has made it vital for financial institutions to include a specific social media policy within its policies and procedures. 8 Steps to Create Your Social Media Policy. IBM Social Computing Guidelines. Social Media Policy Database.

social media 69

social media Policies How To Handbook 69

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

CFPB Monitor

JANUARY 29, 2020

One of the most important areas of consumer financial regulation today is the use of internet- or social media-based platforms to target advertising for consumer financial products. It cautions that any use of the technology should be “approached with an awareness of the risks,” and be subject to fair lending compliance measures.

Lending 130

Lending social media Compliance Regulation 130

Social Assurance

SEPTEMBER 17, 2021

With this service – such as Social Assurance’s Digital Listings and Reputation Management – your financial brand can manage their digital listings information across thousands of locations across the web to ensure their information’s accuracy while also helping you to respond to reviews. Send Local Communications.

Marketing Strategies 15

Marketing Strategies Strategy Marketing How To 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

APRIL 27, 2017

Omnichannel campaigns online. Showing how a banker could build an online offer in real time. From their web site: Capsilon provides comprehensive digital mortgage solutions that enable mortgage companies to increase productivity and lower costs, while ensuring compliance. As a HubSpot certified specialist, K.T.

San Francisco 68

San Francisco social media San Jose Customer Experience 68

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. We enable FIs to record everything that goes on with the customers transactions on mobile, online, social and let the FI validate interactions on that site.

San Jose 40

San Jose Customer Experience Mobile social media 40