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.
SOCi COMPLIANCE
FOR REGULATED INDUSTRIES
The only central place to scale compliant, localized marketing across every channel, at every location.
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.
Banking
Insurance
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.
Mortgage
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.
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!