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

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

As the financial services sector continues to adapt to the massive digital disruption, our survey results showed some impressive statistics about Marketing and Compliance technology. Financial marketers have advanced their marketing strategies and implemented new techniques and channels to their mix.

Compliance 15

Compliance Survey Marketing social media 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. BaseVenture provides a platform for fund management.

Video 40

Video Lending social media Analytics 40

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. What’s the market strategy? ChipShield also has an integrated password management vault. Karl Falk (CEO).

Video 40

Video Mobile social media Analytics 40

William Mills

MAY 10, 2016

OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Interesting take on managing customer experience, a big topic nowadays. There’s wall-to-wall startups looking to disrupt, or maybe partner with, the top banks and wealth management firms. Shai Ben-Tovim (Chief Product Officer).

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

SEPTEMBER 9, 2016

Targeted at Marketing, execs, lines of business owners, etc. Demo: Customer Insight Dashboard for Regional Manager who can view their forward looking metrics such as customer attrition and look forward several quarters. Social media is a special challenge since social media was not created with compliance in mind.

social media 40

social media ATM Mobile Customer Experience 40