Top Financial Institutions Trust SOCi

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The only central place to scale compliant, localized marketing across every channel, at every location.

Increase your local visibility, engagements and drive more traffic and customers to your insurance company, all while adhering to the regulatory and compliance needs within the industry.

The Guide to Localized Marketing ROI for Financial Services Companies

Maximize localized marketing strategies and how to use an ROI formula to measure your bank’s return on these efforts. Download your copy now.

Maximize Growth and ROI

  • Scale marketing efforts to ensure your agents stand out in a competitive landscape
  • Boost lead generation through optimizing social, search, and reputation efforts


Increased Social Compliance

  • Advanced compliance tools and features provide real-time alerts
  • Maintain social media compliance and fosters credibility effortlessly with peace of mind


AI-Powered Centralized Platform

  • Simplify workflows and minimize risks for fines or suspensions
  • Seamlessly integrate automation/AI tools that safeguards brand consistency and risk

Tailoring Solutions for Insurance Companies and Agents


Financial services companies are losing over $34 million due to poor local search rankings.


99% of Google searchers don’t click on something from the second page of search results.


On average, localized content receives 12x the engagement rate than more general or “non-localized content.”

Everything you need to manage localized marketing at-scale.


Integrated Reporting

Remove the silos of data that exist with managing your digital marketing across multiple platforms. Quantify, validate, and easily present the success of your marketing efforts at the national, regional, or local level.


Scalable Workflow

With adjustable manager permissions settings, customizable email notifications, and a streamlined approval process, SOCi can be fully customized to fit your needs.


High Adoption

SOCi now offers the same performance and ease of use, available on mobile. Increase local level adoption by empowering users to see every alert, respond to reviews and comments even faster, and create social media content on the go.


Professional Services

Don’t have the time or resources to manage your localized marketing strategy? Let the professionals at SOCi do it for you. The best part — we guarantee results!

Gain a competitive advantage with SOCi by your side Request your free demo today.

What our customers say about SOCi

  • “SOCi allowed us to scale our social media strategy and measure the success of our campaigns for each of our locations.”

    Juliet Diiorio

    Former Chief Marketing Officer, Liberty Tax

  • “Insurance agents and brokers rely on their reputations to attract and retain clients. SOCi will help us maintain a positive image by monitoring and managing online reviews, social media, and other online content that may impact our reputation.”

    Christian Montiel

    Director of Business Development, Estrella Insurance


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