Why Banks & Financial Institutions Need a Social Media Policy Template

Posted by Lindsay Borgen on November 4, 2015

Banks, credit unions and financial institutions of all sizes are now making social media an integral part of their marketing strategies. While some of this is defensive, most now recognize that a smart social media strategy can strengthen an organization’s brand, promote its products and build superior customer relationships.

The challenge facing financial institutions is that their social media efforts are subject to increasing regulatory oversight. In response, it is essential to develop comprehensive policies and procedures to assure that the company and their employees are complying with applicable regulations.

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Topics: Social Media, Financial Marketing, Financial ROI, Social Media Policy

The Do's & Don'ts of Creating a Social Media Policy Template

Posted by Lindsay Borgen on March 25, 2015

Social media has become mainstream, but many businesses still aren’t quite sure how to cultivate an effective social media policy. This is a problem, especially for financial institutions, as there are many privacy, compliance and other issues to consider when dealing with social media. This is why it is important for financial institutions to ensure that their social media policy template has clear goals, clear rules and a clear approach.

Protect your Brand

Do ensure that your social media policy explains why people should care about interacting with your brand, why they might like or need your services, and what makes your institution stand out from competitors. Create a list of your financial institution’s quirks to add personality to your content: Dog-friendly! Cookies on Friday! Additionally, create an outline on how to answer questions to look approachable and compassionate while keeping messaging consistency.

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Topics: Social Media, Financial Marketing, Financial ROI, Social Media Policy

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