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
Top Financial & Insurance Service Brands Trust SOCi
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!
Ready to take your localized marketing to the next level? Request your free demo today.
What our customers say about SOCi
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“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.”
Juliet Diiorio
Former Chief Marketing Officer, Liberty Tax
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“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.”
Kelly Gill
VP Marketing and Advertising, Motto Franchising, LLC
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“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.”
Christian Montiel
Director of Business Development, Estrella Insurance
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