SOCi FOR
WEALTH MANAGEMENT
Top Financial Institutions Trust SOCi
The only central place to scale compliant, localized marketing across every channel, for every advisor.
Personalized Success Across Advisor Portfolios
$34M
Financial services companies are losing over $34 million due to poor local search rankings.
99%
99% of Google searchers don’t click on something from the second page of search results.
12x
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
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“We trust in SOCi as a business partner and what they represent in the localized marketing industry. It’s invaluable to have someone to keep us on track, help us with any issues, and implement quick changes, especially to improve SEO.”
Christian Montiel
Director of Business and Product Development, Estrella Insurance
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“We really felt SOCi was an expert in the digital marketing space and could be a good business partner. We trusted that SOCi would guide us through the onboarding process and put us on a plan for success out of the gate.”
Catherine Simoneaux
Vice President of Marketing, Mutual of Omaha Mortgage
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“I wanted a business partner that could brainstorm and find solutions with me. SOCi feels like a Cadillac service. During regularly scheduled standing meetings with my strategic account manager, we discuss the latest business trends, review dashboard information, and dive into actionable business insights which help us hit benchmarks. Social media is a constantly changing and evolving landscape. One person can’t be an expert in everything and SOCi fills in those gaps and keeps me on top of our game.”
Denise Moore
Vice President of Marketing and Communications, First Montana Bank
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