Stay connected with your customers. With SOCi’s holistic marketing platform, financial firms can be everywhere their customers are. SOCi’s flexible, scalable solution empowers banks, accountants, tax preparers, and financial firms to capture, convert, and retain more clients – all while adhering to regulatory guidelines.
FOR REGULATED INDUSTRIES
Top Financial & Insurance Service Brands Trust SOCi
The only central place to scale compliant, localized marketing across every channel, at every location.
Scale compliant social strategies.
- The most comprehensive, compliance solution to scale social media management
- Decrease potential compliance risk with keyword-based policies and real-time alerts
- Save time with automated content and brand supervision
- Streamline auditing with a full record of social media activity across every location
Optimize search visibility.
- Centralize local profile and business information across top directories and sites
- Beat out the competition by maximizing unbranded search rankings
- Measure the impact of SEO strategies through traffic and conversion improvements
- Pinpoint and address decreases in revenue across locations while analyzing the market and competitors
Maximize Your Local Reputation.
- Monitor, manage, and personalize responses to all local reviews in one place
- Consolidate time with automated workflows specific to team needs
- Make informed business decisions by analyzing emerging sentiment trends
Build trust with digital-driven experiences.
SOCi empowers regulated brands to drive more business to independent agents and stand out as a preferred brand across all stages of the local customer journey. Easily manage hundreds or thousands of agents and locations’ organic and paid social content, information, reviews, local pages, and more with SOCi.
Turn online searches into life-long customers. Increased local search visibility places your business front and center on the top sites and directories – driving leads to your business. Harness the power of SOCi’s all-in-one platform to leverage dynamic variables that localize content strategies and increase engagement.
Drive traffic to your mortgage lenders. With SOCi’s scalable, social media management, loan officers, lenders, mortgage brokers, and underwriters can elevate social strategies to engage with local customers. Get found easily and increase revenue with streamlined listings management.
Everything else you need to manage localized marketing at-scale.
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.
With adjustable manager permissions settings, customizable email notifications, and a streamlined approval process, SOCi can be fully customized to fit your needs.
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.
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!
Ready to take your localized marketing to the next level? Request your free demo today.
What our customers say about SOCi
“Boost PLUS has streamlined our ability to boost posts at both the corporate level and across our large multi-location franchises. Through consolidated reporting, we can easily see what is working and make changes on the fly to improve performance. Most of all, we loved the recommended posts feature which greatly improved our efficiency, reach, and engagement.”
Former Chief Marketing Officer, Liberty Tax
“We have already seen that SOCi will provide this insight within our decentralized model of business. Having a finger on the pulse of reviews, survey results, and social media engagements allows us to see both the positive and negatives happening in the communities our offices serve.”
VP Marketing and Advertising, Motto Franchising, LLC
“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. Trust is a vital component of an insurance agent’s relationship with its clients. SOCI will help in building trust by creating and promoting positive content, addressing negative feedback and complaints, and encouraging clients to share their positive experiences.”
Director of Business Development, Estrella Insurance
Related Insights for FinServ
March 16, 2023
Your Guide to Localized Marketing for Financial Services CompaniesRead Time: 7 minutes As a financial services company, a robust localized marketing strategy is a must! While compliance issues are often a setback, they don't have... Read more
The Localized Social Content Guide For Financial Services CompaniesSocial media is the hub for new product and service discovery. While social media content becomes oversaturated with competitors in the financial... Read more
February 25, 2023
Why Multi-Location Financial Services Companies Need Local SocialRead Time: 5 minutes Financial services companies don’t commit to local social because they lack a strategy and have compliance issues. Uncover the value behind... Read more
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Brand Stories | Case Studies | Press
Motto Franchising, LLC Appoints SOCi as Localized Online Reputation Management Partner for FranchiseesMotto Franchising, LLC Appoints SOCi as Localized Online Reputation Management Partner for Franchisees Originally published to PR Newswire... Read more
September 2, 2022
5 Tips to Manage Local Listings for Financial Services CompaniesRead Time: 5 minutes Local listings management can help your financial services company control the information potential customers find online about your locations.... Read more
Liberty Tax Enables Boosting at Scale for Multi-Franchise GroupsChallenged by the time-consuming task of both deploying content and boosting, these groups needed a way to manage content and boost posts across... Read more
Liberty Tax Gains Visibility into Social Content Performance of More Than 3,000 Locations"The amount of time it took us to create social content, respond to online reviews and to report on the effectiveness of campaigns was overwhelming.... Read more