Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.
Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.
In a time where it's important than ever to maintain and build existing customer relationships, financial professionals like loan officers, insurance agents, and financial advisors should look to LinkedIn as a primary means of communication and an essential part of everyday communication.
Today, meeting customers where they are means being active on social media. Aptly named "the professional network", LinkedIn is prime territory for boosting thought leadership, crafting an online presence, and creating authentic, lasting relationships that will stand the test of time (and economic ups and downs).
Whether you're just getting started on social media for financial professionals, or you're a seasoned LinkedIn veteran looking to make the most of the network, it's time for financial institutions to take LinkedIn seriously in 2024.
LinkedIn Can Help Build Trust & Credibility
It seems simple to say, but trust hinges on authentic relationships. Today’s customers want to work with real people who connect with them on a human level. That’s why it’s so important to be yourself when using social networks like LinkedIn. Put some of your personality into their social posts, talk about things that are important to you, or ask your networks questions. (If this keeps you up at night from a risk perspective, know that approval tools like Denim Social can help ensure compliance.)
When people interact with you through LinkedIn, they’ll see how much reliable value you provide to their lives and will be more likely to trust your brand with their livelihoods. Authenticity is even more crucial when it comes to attracting prospects at the top of the funnel who haven’t gotten the chance to meet (and befriend) you yet.
While the current economic climate poses many potential challenges, remember that gaining and keeping customers’ trust is the key to acquiring and retaining clients (even in tough times). Lean on social media networks like LinkedIn to tell the your brand’s story, build thought leadership online, and gain more followers who convert into new clients. Let them get to know your institution and you, and they’ll want to work (and stay) with you for years to come.
LinkedIn Is A Winning Choice
It's hard to hear, but if you aren't on LinkedIn already, you're already behind. In fact, 9 out of 10 financial advisors are using LinkedIn for their business, and other industries see similar usage numbers. The same way that email and text messaging have become routine modes of communication, so will social media like LinkedIn.
You can bet that your audience will be there, too. Over 16% of LinkedIn users log on every single day, and this number continues to grow as the networks becomes more and more popular among the groups that financial professionals target most frequently, like young professionals and business leaders.
Being active and sustaining a regular presence can have some serious payoffs. For example, pages that post weekly instead of just monthly have almost 6 times as many followers.
The future is bright for those that use LinkedIn to their advantage. It's clear that there's no slowing down its momentum as a primary social network!
LinkedIn Can Help You Educate
Are there certain points you are always trying to get across with your customers, or questions you are routinely asked? Look no further than LinkedIn. Use this powerful network to create and share posts that will position you as one of the top expert in your field and in your community.
There are currently over 27 million people that look to LinkedIn as an educational tool. When someone comes looking for an answer to their question, you want to be the go-to source of truth for them.
With LinkedIn, you can share graphics, videos, documents, photos, and more. It's easy to diversify your content to make your profile a wealth of knowledge for your customers and prospects. If you are looking for more ideas on how to make the most of LinkedIn, check out Denim's Social's Best Practices For LinkedIn.
In sum, LinkedIn is basically your new business card. Use it well! Don't let your opportunities on LinkedIn pass you by. Start prepping now to get your strategy in order so you find success on LinkedIn in 2024. Interested in other social networks, too? Try downloading our Social Selling Playbook for Financial Institutions. Happy posting!

Where Are the Biggest Opportunities to Use Social Media in Financial Services?
Denim Social's Guide To Social Selling For Financial Services shows that most financial professionals — 83% of those surveyed — have a social media presence. It’s a great place to start, but having a profile is only the tip of the iceberg when it comes to what benefits financial institutions can enjoy from social media. Smart financial marketers and their teams should be optimizing their social selling efforts on every network to get the most out of what social media has to offer.
Customers are active in many other places online, so why not meet them there? After all, 79% of people look to social media for financial advice. By meeting customers where they are on the main 4 networks, financial institutions can stay top of mind and grow real, authentic connections. Let’s dive into what Instagram, LinkedIn, Twitter, and Facebook have to offer and how financial services marketers can best use each platform.
1. Instagram
As far as major social media platforms in financial services go, Instagram tops the list. While many financial professionals might not at first think of the photographic and visual network as prime business territory, its popularity makes it an excellent place to strengthen real relationships.
Instagram is one of the best ways to get in front of younger audiences, which is a worthwhile goal, considering that many Millennial customers will likely be on the search for new financial services providers as Baby Boomers pass their wealth on to the next generations. What's more, 90% of Instagram users follow at least one business account and 80% use the platform to discover new products.
Even better, getting started on Instagram is a breeze. Instagram ads also allow hyperlinks, so you can lead readers right from their feeds to your website with specific calls to action to learn more. Lead them to a personalized and well-designed landing page on your site, for instance, and you'll be drawing each follower who clicks through one big step closer to conversion.
2. LinkedIn
The majority of financial services providers already use LinkedIn, and there are many ways to make it perhaps the most successful social selling platform out of all the networks. Employees at institutions of all sizes and financial industries can use this professional network to cultivate thought leadership and educate their customers.
For financial services marketers, a brand profile is a necessary starting point. Getting the most out of the platform, however, requires activating your employees in a social selling strategy. They can share relevant content, such as videos and published articles from trusted media outlets, as well as engage with customers and prospects one-on-one via direct messaging to establish themselves as experts and build trusting relationships. People want to engage with other people, not with general brand pages. It’s no wonder that employees on social media can garner 10x the engagement of brand pages alone.
3. Twitter
Like LinkedIn, Twitter is also a great place for agents, loan officers, and advisors to share their expertise. Understandably, financial services marketers might be intimidated by the fast-paced nature of the platform and fear they don’t have enough resources to keep up. However, with the proper social media management tools, maintaining compliant engagement on Twitter is totally possible — and worth it.
One of the greatest benefits of social media marketing for financial services is the ability to provide more value to customers. Twitter makes this incredibly easy to do. Marketers can follow all relevant news media outlets and keep an eye out for any articles that might benefit their clients or prospects. For example, an explainer piece on recent changes in tax legislation may be helpful come tax season. Retweeting such helpful resources educates followers on financial topics and builds trust in the brand and its employees.
There’s no single best social media platform for marketing. Each one has a unique opportunity to reach and engage current and future customers. If you’re already on social media, it’s time to level up your social media marketing strategy by diving into Instagram, LinkedIn, Twitter, and Facebook in more depth. No matter the size of your financial institution, extending your social media strategy to encompass these platforms can help grow your audience, build trust, and maintain solid customer relationships.

Whether you love or loathe social media's infiltration into every element of our personal and professional lives, there's no denying that this powerful medium is never going away. Social networks are growing bigger and stronger by the day. Forward-thinking achievers in every industry understand this and have responded by leaning all the way into social selling.
For the unaware, social selling is using social media to sell a product or service by showcasing authenticity, strengthening relationships with clients and prospects, and building thought leadership. In social selling, advisors use their own social pages to promote content about their brand and services, but with a personal spin.
Everyone from dog groomers to financial advisors are utilizing multiple social networks to build a following and bolster their personal brands, and those who fully embrace social media's ubiquity outperform their competitors and win more business. It's as simple as that.
The key, though, is finding a way to stand out from the competition online. There's a big difference between "doing social media" and doing it well.
The difficulty with differentiation
As we all know, the internet is more than likely the first place individuals go to get advice these days — financial, familial, and absolutely everything in between. So when people go online to search for guidance on money matters, they won't find you if you aren't there, actively promoting your expertise and services.
There's no stronger business case for social media (and social selling) than that: It's where your potential customers are. Meet them there and give them what they need. If you don't, someone else will.
To set yourself apart as a financial advisor, you need to be able to sell yourself — not just your firm. Sure, many financial advisors are intermediated and you likely don't have free rein to post everything you might want to on social channels, but that shouldn't be a deal-breaker. There's still plenty to say without risking any backlash or drawing the ire of regulators.
Put your fears aside
Though some in the financial industry might feel wary or daunted by interacting directly with clients or prospects, online exchanges matter in today’s market. Brands that use a more generic social-media strategy can end up sounding too promotional, focused more on boosting the brand to a broad audience instead of forging real connections. Rather than creating original content that speaks to their particular audience, financial institutions treat these social channels as glorified billboards instead of networking opportunities for each individual advisor.
That’s too bad because there’s real power behind social selling today. When comparing the social media potential of brands vs. individuals, one study found that employees have 10 times the reach and double the engagement of the brands they speak for. The best sellers in large companies, meanwhile, were the ones who regularly used technology to foster connections with new prospects or existing clients. Building genuine relationships pays off for both advisors and brands.
So, how does someone improve their social-selling efforts? How can financial advisors use the power of their individuality to differentiate themselves from their peers? Here are five tips to help you better accomplish social selling on your personal pages:
1. Ask an expert
Even if you’re on board with tapping into the potential of authentic relationship-building through social selling, you still need the right tools and training for the job. After all, your area of expertise is in the valuable services you provide to your clients, not online marketing.
An excellent move for advisors is to seek advice from your firms’s marketing or branding team. Not only can they help you develop an effective social-selling strategy, but they can also provide you with the resources and tools you need to more effectively and efficiently create, plan, and schedule your posts. Compliance experts can also educate you on the rules that govern social media in the financial services industry. Ideally, your firm provides continuous training and tools to ensure you stay on the right side of regulations.
2. Be real
The type of posts that most people see on their social-media feeds are at least partially determined by an algorithm. These algorithms are generally designed to serve up content that users are most likely to engage with in one way or another. This can be a huge advantage, but it also means that you can’t expect to stay on people’s minds if you deliver bland, uninteresting content that isn't relevant to your audience.
That doesn’t mean you should go posting clickbait or try to shock people (there’s definitely such a thing as bad engagement). Instead, the best way to get and keep people’s attention is to be your real self. Post about what matters to you and do it in your own voice, not just copying/pasting brand posts. Post about local happenings that people in your area might care about. Speak to the challenges you hear clients ask about most. In social selling, authenticity is the fastest way to start building deeper and more lasting relationships.
3. Consistency is key
How much engagement your posts garner will often depend on when and how often you post. Not only does each channel (like Facebook or LinkedIn) tend to have different times when engagement is at its peak, but your specific audience may also have their own preferences. A little research here can go a long way.
Build a sustainable cadence and stay the course. Consistency is crucial. If you post more than once a day, make sure that each has a few hours to shine on its own. And if a post is getting a particularly high response rate, wait a while before potentially drowning it out with something new. Remember: Algorithms are looking for engagement, not frequency.
4. Mix it up
Another way to ensure better engagement (and a better response from the algorithm!) is to mix up the type of content you share. Your online presence should be a healthy medley of brand, industry, and personal and community content.
You will need to figure out what the right balance for your own audience is. Think about what they care about, the questions they ask when you work together, or specific local concerns. The bottom line in every case is to make sure you’re maintaining a variety of relevant content in your social selling strategy.
5. Give and take
Approach social media as a conversation, not a bullhorn. Social selling is about more than just getting engagement — it’s also about engaging with your audience in return. This give and take is how relationships are made and strengthened, whether they be prospects or clients you know and love.
Don’t just be reactive by responding only to comments or likes on your posts. Take time to respond to others’ posts as well, whether they’re customers or other thought leaders in the industry. This doesn’t always have to be through comments, either; a simple like can let people know you’re paying attention to what they have to say.
Social selling is a powerful tool that can help financial advisors bring in new prospects and keep old clients coming back for more advice through the power of relationship and trust building. However, in order to rise above the noise, you can’t lean on your — or your firm’s — reputation. Instead, you need to establish an authentic presence for yourself that showcases exactly what makes you the right person for the job.
Learn more by downloading our Social Selling Guidebook for Financial Institutions.

When people need financial advice nowadays, where do they turn? For better or worse, the answer increasingly is social media — which is exactly why financial advisors need to build a presence on social media platforms and become part of the conversation, especially during times of market volatility.
In our digital-first world, social media has rapidly become a central hub for discussing financial markets and financial investments, by experts and novices alike. Everyone who chimes in seems to have a strong opinion. Conversations and debates surrounding everything from deflationary pressures to rising interest rates can be quite spirited, to say the least.
This provides an exceptional opportunity for financial advisors to dive in and share their well-informed knowledge with people who value it. Given the fact that around 50% of investors say social media has a dramatic impact on who they hire as a financial professional, it is essential that you take advantage of this opportunity to share your knowledge and increase your following.
Keep in mind that when it comes to discussing market volatility online, you must remain mindful of the delicate information you share and how it could affect others in the market. To build trust and promote transparency, it is important that you share solid information and join in these discussions.
Become the voice of reason
Social media an excellent tool for building relationships, but many people turn to others on social media networks for financial advice. It's common for anxious people to seek guidance and reassurance in a time of economic uncertainties. However, social media is full of influencers who have zero credibility but are still racking up views and likes by sharing unfounded financial advice with others.
This is exactly why it’s such a great idea to join these conversations as a reputable player in the financial industry. More knowledgeable resources are in high demand. It's good business for your practice, too -- as of 2022, financial advisors could expect to convert 41% of social media leads to clients, an increase from 34% in 2019. Around 57% of advisors with a defined marketing strategy were able to successfully convert social media leads into new clients, compared to 36% of advisors without sound marketing strategies.
Many advisors see the potential in social media to build their personal brands, and social selling is a powerful strategy for creating trust. Financial conversations constantly happen online. You're either part of the discussion or you're leaving opportunity behind.
Discussing market volatility on social media
So you're ready to join the social conversation, but should you talk about market volatility? When financial advisors are transparent with their clients about market volatility and the potential risks and rewards associated with investing, it builds that much-needed trust and confidence. Advisors who avoid discussing market volatility or downplay its significance, on the other hand, may find that their clients lose faith in them and their ability to navigate the markets. The same logic applies on social media.
You can discuss market volatility effectively and nurture relationships with prospects and clients alike with a few dos and don'ts:
DO be a person, not a brand. Your digital reputation affects prospects' opinions. That's the reality now. As such, you must use digital platforms to build relationships online and demonstrate expertise, not just push out brand content from your bank or firm. Being you is how your online presence can lead to successful social selling.
DON'T be afraid to talk about market volatility. This is how you establish expertise. You must offer content that is valuable to others, especially during times of market turbulence. It's a good idea to remind your clients about the problems associated with making spontaneous investment decisions based on emotions during these periods of market disruption. A great way to boost engagement on your channels is to ask your followers questions and provide thoughtful answers.
DO show up on social media as you would in real life. Show your human side. Post about local involvement or connect followers and clients with community-involvement opportunities that you also support. Beyond that, be genuinely empathetic and caring. Avoid the distraction by short-term price fluctuations and stay focused on the clients' long-term goals. Sharing historical experience and knowledge about past market disruptions can be incredibly beneficial and reassuring. Continue to remind clients that market volatility is something that comes and goes; they'll appreciate your candor and expertise.
DON'T be promotional. Content should be authentic and provide value to followers, not your practice or your institution. Put the client at the center of your content and reinforce the importance of goals when investing. Use social media as an opportunity to educate clients and prospects about investing. Help them understand what market fluctuations mean and remind them about long-term implications.
DON'T forget compliance. The rules that govern financial institutions apply to what you post on social media, so make sure your understanding of any applicable rules and regulations is up to par. You must keep records of all social media posts and communications for three years, for example. Know the rules before you step on the field of play. But don't let compliance keep you on the social media sidelines. The right tools can make social media compliance a breeze.
Adapting to the current environment can be a bit intimidating to those who haven't leaned into social selling before, but it doesn't have to be. With the right tools and strategies in place, financial advisors can manage social media with confidence, creating content that resonates with their target audience and engaging followers in meaningful ways.
This article was originally published on Insurance NewsNet.

Workforce winds are changing on a dime. That’s making it harder than ever for banks to recruit and retain top talent.
Now competing with tech firms and fintechs firms, banks are no stranger to the pain of talent acquisition. In fact, attracting qualified talent was the top concern for U.S. bank executives in 2022, with 67 percent identifying it as a leading concern.
What’s more, in 2022, bank turnover at the non-officer level reached 23.4 percent, a big spike from the previous year’s 16.2 percent rate. And loan officer turnover can be as high as 80 percent for some lenders with many respondents citing lack of support.
Given continued economic uncertainty and lingering sentiments from The Great Resignation, banks benefit when they provide incentives that show potential employees why they should come—and stay.
Enter social media. Not only is social media a great way to find the best candidates (86 percent of job seekers use social media in their job search), but banks that demonstrate their social media tech chops to recruits are more likely to win the race for talent.
Here are three ways banks can use social media and digital tools to support their recruitment pitches:
1. Demonstrate your investment in your employees. To job seekers, having access to the best tools shows them that an institution is truly invested in its people and their ability to succeed if hired. That means banks benefit when they enable technologies that help employees thrive in an age of digital transformation. A great example is a platform that empowers loan officers, agents and advisors to post compliantly on their social media networks. They can use thought leadership and personalization to grow existing customer relationships and create new ones, all while driving real business results. This is known as social selling.
2. Allow producers to streamline their processes and focus on selling. Loan officers, agents and advisors who have more tools at their disposal will outperform those who don’t. Without the right systems in place, these employees can get bogged down in the details. Especially when creating a social media presence or a social selling program, guidance and the right tools are critical. Loan officers and financial advisors are not usually trained to be social media influencers, but with the right help, they can be. All while remaining focused on what they do best.
3. Leverage social selling to grow. The better a bank’s producers are at their jobs, the stronger the institution itself will be. Having access to technology and social media increases overall likelihood of success for organizations. This is particularly true for tools that enable social selling: Social sellers are 51 percent more likely to hit quota, have 65 percent larger volume of new customers, and are 78 percent more likely to outsell peers compared to those not engaging on social media. What leaders put into their employees will come back to them.
In an age of digital customer interactions and shifting employee loyalties, recruiting employees starts with demonstrating technological competency and support. With the right tools, recruits can see value in working for an institution that has the means to make them successful every step of the way.
*This article originally appeared in ABA Banking Journal.

Insurance leaders know the value of agents when it comes to product distribution, but smart marketers should be making the case to invest in digital enablement at the agent level. This means extending social media efforts beyond the brand and to the intermediaries building relationships at the local level.
Helping agents feel comfortable on social media and weaving it into their everyday sales mix is much different than managing a social presence at the brand or company level. But when your business goes to market through intermediaries, empowering them on social media is crucial.
Unsure where to start with a social selling program? It can feel daunting, but Denim Social can help. Learn how to set the right tone, train, create content and more in the latest guide from Denim Social: Guide To Social Selling for Insurance.

Connect & Convert on Social
Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.
Like many community banks, Dart Bank wanted to keep customer relationships a top priority. This meant being more available to customers and meeting them where they are. In modern terms, that means on social media.
When Dart Bank learned about how Denim Social supports social selling for loan officers, they knew it was the perfect fit to keep their team engaged at every step of the journey. They wanted to empower their loan officers to create and grow authentic relationships online, never missing an opportunity to connect.
Shelter Insurance® sought to launch a social selling program that would not only create posting efficiency, but also make it easy for agents to establish subject matter expertise via high quality social media content. They also saw an opportunity to empower digitally savvy agents to cultivate leads online to drive business results in a compliant social selling program.
Before launching the program, it was essential that agents understood the pillars of social selling. Together with the Denim Social team, Shelter Insurance® developed a best-in-class program communication, onboarding and training process for agents.
Social selling is just what it sounds like: using social media to sell a product or service. It’s leveraging social to build personal relationships, showcase thought leadership, engage with prospects, interact with existing customers, and ultimately build trust and rapport that will eventually lead to sales.
It enables intermediaries – like insurance agents – to add value to the customer journey where there wouldn’t otherwise be an opportunity.
This guide will help financial services marketers understand why social media should be a core component of their marketing strategy and showcase how the collective reach of their intermediaries’ social media presence can be harnessed to more deeply connect with prospective clients, position producers as thought leaders in their communities, and, ultimately, build trust with clients that translates to positive business results.
It’s called social selling and it works.
The spring 2023 buying season has arrived and with it – you guessed – uncertainty. Spring has long been make-it or break-it season for lenders and loan officers, and despite present conditions, the same holds true this year. But 2023 holds unique challenges and opportunities.
As the season opens, there are a few key considerations the Denim Social team sees as critical for mortgage marketers.
Paid social is one of the most effective ways to introduce people who aren’t yet following your producers, agents, loan officers, or advisors to your financial institution at the right place and the right time.
Paid social is complementary to organic. While organic social builds first-degree connections and facilitates awareness, engagement, and branding, paid social allows you to reach larger, more tailored audiences.
BOK Financial is a financial services partner for consumers, businesses and wealth clients with more than 150 users on the Denim Social platform.
In addition to building brand credibility and establishing loan officer expertise, Denim Social enables their mortgage loan officers to cultivate relationships in social media and organically source leads.
As financial marketers look to the coming year, most are wondering, “what’s next?” While no one can say for sure, our team of experts here at Denim Social are keeping a pulse on what’s new in digital marketing for financial institutions on social media. This guide will not only educate you on the latest trends, but help you make the case for increased investment in social selling and digital marketing strategies at your institution.
Evolve Bank & Trust (“Evolve”) is an $700M+ asset institution with nearly 40 Home Loan Centers (HLC) and nearly 500 employees nationwide. See how Denim Social helped Evolve activate Home Loan Center Facebook pages over the course of just a few months.
Whether you’re in banking, wealth management, insurance or mortgage, relationships are the bedrock of your business.
Considering clients in these industries are handing over the keys to their personal kingdoms, it’s no surprise that trust and connection matter. That’s why successful sales strategies for these industries are focused on building long-term, trusted relationships.
To truly unleash the potential of social, financial institutions need to use social media as a sales tool. It’s called social selling and it works.
The power of social media is undeniable. The ability of banks to engage with and influence customers and prospects via interactive digital channels is an essential tool and a cornerstone of marketing. Gone are the days when it was “nice to have” a presence on platforms such as Facebook, LinkedIn, Twitter and Instagram. Today, these pathways are helping banks to build relationships that were historically cultivated by tirelessly walking up and down Main Street, shaking hands and leaving behind business cards.
In this case study by Denim Social and American Bankers Association, we take a look at how banks are using social media to ramp up digital engagement and build sales.
As any marketer worth their salt will tell you, analytics should drive your social strategy. The key to success is understanding how to link social media efforts to ROI metrics. Read this guide to learn how to gain insights that matter, optimize your strategy and prove your social success.
It’s no surprise that social media can help drive results for your mortgage business. In fact, the question for most marketers at mortgage lending institutions isn’t IF they should be doing more social media marketing - it’s HOW. Download to learn how to:
- Scale your social selling program
- Plan your content strategy
- Train your loan officers
AnnieMac is one of the fastest-growing mortgage loan providers in the U.S., serving clients in 42 states. Learn how Denim Social helped their team to streamline its brand’s social media strategy and activate social selling for hundreds of loan officers in just four months.
Find out how more than 400 financial institutions across asset classes, geographies, and more used social media in 2020 to effectively support their business objectives. We’ve also outlined key trends to inform your social media future.
As mortgage demand surges to historic highs, home purchase and refinance markets remain hot. This is excellent news for loan officers, but it also means the environment is more competitive than ever.
So how can marketers ensure that their loan officers stand out? The answer is social media.
Read this guidebook from Denim Social to learn how you can help your loan officers build strong relationships, stand out from the crowd and win more business using social media.
Every Mortgage Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Read this guide if you’re asking yourself:
- Is my social media policy current and comprehensive?
- How do I ensure social media compliance during M&A?
- What do I need to consider for direct messaging compliance?
In this guide we will help you think about your all important social media policy and thoughtfully consider how changes in social media tech and even your bank’s structure may impact compliance.
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Every Financial Services Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Stronger Customer Relationships on Instagram
Financial Services companies should be marketing and advertising on Instagram. We break down why, and help you create a strategy to reach new customers- while continuing to build trust in your brand.
How 6 Financial Marketers Are Creating Value in Social Media
Ever wonder what everyone else is doing in social media? We talked to six leading financial marketers about how they’re succeeding today and planning for the next big thing.
Get their insights on strengthening your social strategies, unlocking the power of employee networks and creating next-level content that drives engagement.
Download this guidebook to learn how 3 mortgage lenders are using social media to:
- Position themselves in a place the community is already looking ... their social media
- Empower loan officers to engage in local conversations
- Turn their institution's loan officers into the voice of their brand
- Build trust within the community
Which roles do you fill when building your bank's marketing dream team? This guide will show you the following:
- Who does what
- The right structure to execute strategy
- How compliance software can help
Enjoy!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
ABA Study: The Current State of Social Media
See what nearly 430 bank marketers had to say when asked questions such as:
COVID-19 & Bank Social Media
Times are different and how you connect with customers and potential customers has changed drastically. In a socially distant world, learn to still build lasting relationships.
Download and learn the guiding principles for using social media to serve both your customers and communities in the midst of a pandemic.
Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.

Like many community banks, Dart Bank wanted to keep customer relationships a top priority. This meant being more available to customers and meeting them where they are. In modern terms, that means on social media.
When Dart Bank learned about how Denim Social supports social selling for loan officers, they knew it was the perfect fit to keep their team engaged at every step of the journey. They wanted to empower their loan officers to create and grow authentic relationships online, never missing an opportunity to connect.
Shelter Insurance® sought to launch a social selling program that would not only create posting efficiency, but also make it easy for agents to establish subject matter expertise via high quality social media content. They also saw an opportunity to empower digitally savvy agents to cultivate leads online to drive business results in a compliant social selling program.
Before launching the program, it was essential that agents understood the pillars of social selling. Together with the Denim Social team, Shelter Insurance® developed a best-in-class program communication, onboarding and training process for agents.
Social selling is just what it sounds like: using social media to sell a product or service. It’s leveraging social to build personal relationships, showcase thought leadership, engage with prospects, interact with existing customers, and ultimately build trust and rapport that will eventually lead to sales.
It enables intermediaries – like insurance agents – to add value to the customer journey where there wouldn’t otherwise be an opportunity.
This guide will help financial services marketers understand why social media should be a core component of their marketing strategy and showcase how the collective reach of their intermediaries’ social media presence can be harnessed to more deeply connect with prospective clients, position producers as thought leaders in their communities, and, ultimately, build trust with clients that translates to positive business results.
It’s called social selling and it works.
The spring 2023 buying season has arrived and with it – you guessed – uncertainty. Spring has long been make-it or break-it season for lenders and loan officers, and despite present conditions, the same holds true this year. But 2023 holds unique challenges and opportunities.
As the season opens, there are a few key considerations the Denim Social team sees as critical for mortgage marketers.
Paid social is one of the most effective ways to introduce people who aren’t yet following your producers, agents, loan officers, or advisors to your financial institution at the right place and the right time.
Paid social is complementary to organic. While organic social builds first-degree connections and facilitates awareness, engagement, and branding, paid social allows you to reach larger, more tailored audiences.
BOK Financial is a financial services partner for consumers, businesses and wealth clients with more than 150 users on the Denim Social platform.
In addition to building brand credibility and establishing loan officer expertise, Denim Social enables their mortgage loan officers to cultivate relationships in social media and organically source leads.
As financial marketers look to the coming year, most are wondering, “what’s next?” While no one can say for sure, our team of experts here at Denim Social are keeping a pulse on what’s new in digital marketing for financial institutions on social media. This guide will not only educate you on the latest trends, but help you make the case for increased investment in social selling and digital marketing strategies at your institution.
Evolve Bank & Trust (“Evolve”) is an $700M+ asset institution with nearly 40 Home Loan Centers (HLC) and nearly 500 employees nationwide. See how Denim Social helped Evolve activate Home Loan Center Facebook pages over the course of just a few months.
Whether you’re in banking, wealth management, insurance or mortgage, relationships are the bedrock of your business.
Considering clients in these industries are handing over the keys to their personal kingdoms, it’s no surprise that trust and connection matter. That’s why successful sales strategies for these industries are focused on building long-term, trusted relationships.
To truly unleash the potential of social, financial institutions need to use social media as a sales tool. It’s called social selling and it works.
The power of social media is undeniable. The ability of banks to engage with and influence customers and prospects via interactive digital channels is an essential tool and a cornerstone of marketing. Gone are the days when it was “nice to have” a presence on platforms such as Facebook, LinkedIn, Twitter and Instagram. Today, these pathways are helping banks to build relationships that were historically cultivated by tirelessly walking up and down Main Street, shaking hands and leaving behind business cards.
In this case study by Denim Social and American Bankers Association, we take a look at how banks are using social media to ramp up digital engagement and build sales.
As any marketer worth their salt will tell you, analytics should drive your social strategy. The key to success is understanding how to link social media efforts to ROI metrics. Read this guide to learn how to gain insights that matter, optimize your strategy and prove your social success.
It’s no surprise that social media can help drive results for your mortgage business. In fact, the question for most marketers at mortgage lending institutions isn’t IF they should be doing more social media marketing - it’s HOW. Download to learn how to:
- Scale your social selling program
- Plan your content strategy
- Train your loan officers
AnnieMac is one of the fastest-growing mortgage loan providers in the U.S., serving clients in 42 states. Learn how Denim Social helped their team to streamline its brand’s social media strategy and activate social selling for hundreds of loan officers in just four months.
Find out how more than 400 financial institutions across asset classes, geographies, and more used social media in 2020 to effectively support their business objectives. We’ve also outlined key trends to inform your social media future.
As mortgage demand surges to historic highs, home purchase and refinance markets remain hot. This is excellent news for loan officers, but it also means the environment is more competitive than ever.
So how can marketers ensure that their loan officers stand out? The answer is social media.
Read this guidebook from Denim Social to learn how you can help your loan officers build strong relationships, stand out from the crowd and win more business using social media.
Every Mortgage Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Read this guide if you’re asking yourself:
- Is my social media policy current and comprehensive?
- How do I ensure social media compliance during M&A?
- What do I need to consider for direct messaging compliance?
In this guide we will help you think about your all important social media policy and thoughtfully consider how changes in social media tech and even your bank’s structure may impact compliance.
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Every Financial Services Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Stronger Customer Relationships on Instagram
Financial Services companies should be marketing and advertising on Instagram. We break down why, and help you create a strategy to reach new customers- while continuing to build trust in your brand.
How 6 Financial Marketers Are Creating Value in Social Media
Ever wonder what everyone else is doing in social media? We talked to six leading financial marketers about how they’re succeeding today and planning for the next big thing.
Get their insights on strengthening your social strategies, unlocking the power of employee networks and creating next-level content that drives engagement.
Download this guidebook to learn how 3 mortgage lenders are using social media to:
- Position themselves in a place the community is already looking ... their social media
- Empower loan officers to engage in local conversations
- Turn their institution's loan officers into the voice of their brand
- Build trust within the community
Which roles do you fill when building your bank's marketing dream team? This guide will show you the following:
- Who does what
- The right structure to execute strategy
- How compliance software can help
Enjoy!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
ABA Study: The Current State of Social Media
See what nearly 430 bank marketers had to say when asked questions such as:
COVID-19 & Bank Social Media
Times are different and how you connect with customers and potential customers has changed drastically. In a socially distant world, learn to still build lasting relationships.
Download and learn the guiding principles for using social media to serve both your customers and communities in the midst of a pandemic.
Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.

Like many community banks, Dart Bank wanted to keep customer relationships a top priority. This meant being more available to customers and meeting them where they are. In modern terms, that means on social media.
When Dart Bank learned about how Denim Social supports social selling for loan officers, they knew it was the perfect fit to keep their team engaged at every step of the journey. They wanted to empower their loan officers to create and grow authentic relationships online, never missing an opportunity to connect.
Shelter Insurance® sought to launch a social selling program that would not only create posting efficiency, but also make it easy for agents to establish subject matter expertise via high quality social media content. They also saw an opportunity to empower digitally savvy agents to cultivate leads online to drive business results in a compliant social selling program.
Before launching the program, it was essential that agents understood the pillars of social selling. Together with the Denim Social team, Shelter Insurance® developed a best-in-class program communication, onboarding and training process for agents.
Social selling is just what it sounds like: using social media to sell a product or service. It’s leveraging social to build personal relationships, showcase thought leadership, engage with prospects, interact with existing customers, and ultimately build trust and rapport that will eventually lead to sales.
It enables intermediaries – like insurance agents – to add value to the customer journey where there wouldn’t otherwise be an opportunity.
This guide will help financial services marketers understand why social media should be a core component of their marketing strategy and showcase how the collective reach of their intermediaries’ social media presence can be harnessed to more deeply connect with prospective clients, position producers as thought leaders in their communities, and, ultimately, build trust with clients that translates to positive business results.
It’s called social selling and it works.
The spring 2023 buying season has arrived and with it – you guessed – uncertainty. Spring has long been make-it or break-it season for lenders and loan officers, and despite present conditions, the same holds true this year. But 2023 holds unique challenges and opportunities.
As the season opens, there are a few key considerations the Denim Social team sees as critical for mortgage marketers.
Paid social is one of the most effective ways to introduce people who aren’t yet following your producers, agents, loan officers, or advisors to your financial institution at the right place and the right time.
Paid social is complementary to organic. While organic social builds first-degree connections and facilitates awareness, engagement, and branding, paid social allows you to reach larger, more tailored audiences.
BOK Financial is a financial services partner for consumers, businesses and wealth clients with more than 150 users on the Denim Social platform.
In addition to building brand credibility and establishing loan officer expertise, Denim Social enables their mortgage loan officers to cultivate relationships in social media and organically source leads.
As financial marketers look to the coming year, most are wondering, “what’s next?” While no one can say for sure, our team of experts here at Denim Social are keeping a pulse on what’s new in digital marketing for financial institutions on social media. This guide will not only educate you on the latest trends, but help you make the case for increased investment in social selling and digital marketing strategies at your institution.
Evolve Bank & Trust (“Evolve”) is an $700M+ asset institution with nearly 40 Home Loan Centers (HLC) and nearly 500 employees nationwide. See how Denim Social helped Evolve activate Home Loan Center Facebook pages over the course of just a few months.
Whether you’re in banking, wealth management, insurance or mortgage, relationships are the bedrock of your business.
Considering clients in these industries are handing over the keys to their personal kingdoms, it’s no surprise that trust and connection matter. That’s why successful sales strategies for these industries are focused on building long-term, trusted relationships.
To truly unleash the potential of social, financial institutions need to use social media as a sales tool. It’s called social selling and it works.
The power of social media is undeniable. The ability of banks to engage with and influence customers and prospects via interactive digital channels is an essential tool and a cornerstone of marketing. Gone are the days when it was “nice to have” a presence on platforms such as Facebook, LinkedIn, Twitter and Instagram. Today, these pathways are helping banks to build relationships that were historically cultivated by tirelessly walking up and down Main Street, shaking hands and leaving behind business cards.
In this case study by Denim Social and American Bankers Association, we take a look at how banks are using social media to ramp up digital engagement and build sales.
As any marketer worth their salt will tell you, analytics should drive your social strategy. The key to success is understanding how to link social media efforts to ROI metrics. Read this guide to learn how to gain insights that matter, optimize your strategy and prove your social success.
It’s no surprise that social media can help drive results for your mortgage business. In fact, the question for most marketers at mortgage lending institutions isn’t IF they should be doing more social media marketing - it’s HOW. Download to learn how to:
- Scale your social selling program
- Plan your content strategy
- Train your loan officers
AnnieMac is one of the fastest-growing mortgage loan providers in the U.S., serving clients in 42 states. Learn how Denim Social helped their team to streamline its brand’s social media strategy and activate social selling for hundreds of loan officers in just four months.
Find out how more than 400 financial institutions across asset classes, geographies, and more used social media in 2020 to effectively support their business objectives. We’ve also outlined key trends to inform your social media future.
As mortgage demand surges to historic highs, home purchase and refinance markets remain hot. This is excellent news for loan officers, but it also means the environment is more competitive than ever.
So how can marketers ensure that their loan officers stand out? The answer is social media.
Read this guidebook from Denim Social to learn how you can help your loan officers build strong relationships, stand out from the crowd and win more business using social media.
Every Mortgage Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Read this guide if you’re asking yourself:
- Is my social media policy current and comprehensive?
- How do I ensure social media compliance during M&A?
- What do I need to consider for direct messaging compliance?
In this guide we will help you think about your all important social media policy and thoughtfully consider how changes in social media tech and even your bank’s structure may impact compliance.
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Every Financial Services Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Stronger Customer Relationships on Instagram
Financial Services companies should be marketing and advertising on Instagram. We break down why, and help you create a strategy to reach new customers- while continuing to build trust in your brand.
How 6 Financial Marketers Are Creating Value in Social Media
Ever wonder what everyone else is doing in social media? We talked to six leading financial marketers about how they’re succeeding today and planning for the next big thing.
Get their insights on strengthening your social strategies, unlocking the power of employee networks and creating next-level content that drives engagement.
Download this guidebook to learn how 3 mortgage lenders are using social media to:
- Position themselves in a place the community is already looking ... their social media
- Empower loan officers to engage in local conversations
- Turn their institution's loan officers into the voice of their brand
- Build trust within the community
Which roles do you fill when building your bank's marketing dream team? This guide will show you the following:
- Who does what
- The right structure to execute strategy
- How compliance software can help
Enjoy!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
ABA Study: The Current State of Social Media
See what nearly 430 bank marketers had to say when asked questions such as:
COVID-19 & Bank Social Media
Times are different and how you connect with customers and potential customers has changed drastically. In a socially distant world, learn to still build lasting relationships.
Download and learn the guiding principles for using social media to serve both your customers and communities in the midst of a pandemic.
Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.

Like many community banks, Dart Bank wanted to keep customer relationships a top priority. This meant being more available to customers and meeting them where they are. In modern terms, that means on social media.
When Dart Bank learned about how Denim Social supports social selling for loan officers, they knew it was the perfect fit to keep their team engaged at every step of the journey. They wanted to empower their loan officers to create and grow authentic relationships online, never missing an opportunity to connect.
Shelter Insurance® sought to launch a social selling program that would not only create posting efficiency, but also make it easy for agents to establish subject matter expertise via high quality social media content. They also saw an opportunity to empower digitally savvy agents to cultivate leads online to drive business results in a compliant social selling program.
Before launching the program, it was essential that agents understood the pillars of social selling. Together with the Denim Social team, Shelter Insurance® developed a best-in-class program communication, onboarding and training process for agents.
Social selling is just what it sounds like: using social media to sell a product or service. It’s leveraging social to build personal relationships, showcase thought leadership, engage with prospects, interact with existing customers, and ultimately build trust and rapport that will eventually lead to sales.
It enables intermediaries – like insurance agents – to add value to the customer journey where there wouldn’t otherwise be an opportunity.
This guide will help financial services marketers understand why social media should be a core component of their marketing strategy and showcase how the collective reach of their intermediaries’ social media presence can be harnessed to more deeply connect with prospective clients, position producers as thought leaders in their communities, and, ultimately, build trust with clients that translates to positive business results.
It’s called social selling and it works.
The spring 2023 buying season has arrived and with it – you guessed – uncertainty. Spring has long been make-it or break-it season for lenders and loan officers, and despite present conditions, the same holds true this year. But 2023 holds unique challenges and opportunities.
As the season opens, there are a few key considerations the Denim Social team sees as critical for mortgage marketers.
Paid social is one of the most effective ways to introduce people who aren’t yet following your producers, agents, loan officers, or advisors to your financial institution at the right place and the right time.
Paid social is complementary to organic. While organic social builds first-degree connections and facilitates awareness, engagement, and branding, paid social allows you to reach larger, more tailored audiences.
BOK Financial is a financial services partner for consumers, businesses and wealth clients with more than 150 users on the Denim Social platform.
In addition to building brand credibility and establishing loan officer expertise, Denim Social enables their mortgage loan officers to cultivate relationships in social media and organically source leads.
As financial marketers look to the coming year, most are wondering, “what’s next?” While no one can say for sure, our team of experts here at Denim Social are keeping a pulse on what’s new in digital marketing for financial institutions on social media. This guide will not only educate you on the latest trends, but help you make the case for increased investment in social selling and digital marketing strategies at your institution.
Evolve Bank & Trust (“Evolve”) is an $700M+ asset institution with nearly 40 Home Loan Centers (HLC) and nearly 500 employees nationwide. See how Denim Social helped Evolve activate Home Loan Center Facebook pages over the course of just a few months.
Whether you’re in banking, wealth management, insurance or mortgage, relationships are the bedrock of your business.
Considering clients in these industries are handing over the keys to their personal kingdoms, it’s no surprise that trust and connection matter. That’s why successful sales strategies for these industries are focused on building long-term, trusted relationships.
To truly unleash the potential of social, financial institutions need to use social media as a sales tool. It’s called social selling and it works.
The power of social media is undeniable. The ability of banks to engage with and influence customers and prospects via interactive digital channels is an essential tool and a cornerstone of marketing. Gone are the days when it was “nice to have” a presence on platforms such as Facebook, LinkedIn, Twitter and Instagram. Today, these pathways are helping banks to build relationships that were historically cultivated by tirelessly walking up and down Main Street, shaking hands and leaving behind business cards.
In this case study by Denim Social and American Bankers Association, we take a look at how banks are using social media to ramp up digital engagement and build sales.
As any marketer worth their salt will tell you, analytics should drive your social strategy. The key to success is understanding how to link social media efforts to ROI metrics. Read this guide to learn how to gain insights that matter, optimize your strategy and prove your social success.
It’s no surprise that social media can help drive results for your mortgage business. In fact, the question for most marketers at mortgage lending institutions isn’t IF they should be doing more social media marketing - it’s HOW. Download to learn how to:
- Scale your social selling program
- Plan your content strategy
- Train your loan officers
AnnieMac is one of the fastest-growing mortgage loan providers in the U.S., serving clients in 42 states. Learn how Denim Social helped their team to streamline its brand’s social media strategy and activate social selling for hundreds of loan officers in just four months.
Find out how more than 400 financial institutions across asset classes, geographies, and more used social media in 2020 to effectively support their business objectives. We’ve also outlined key trends to inform your social media future.
As mortgage demand surges to historic highs, home purchase and refinance markets remain hot. This is excellent news for loan officers, but it also means the environment is more competitive than ever.
So how can marketers ensure that their loan officers stand out? The answer is social media.
Read this guidebook from Denim Social to learn how you can help your loan officers build strong relationships, stand out from the crowd and win more business using social media.
Every Mortgage Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Read this guide if you’re asking yourself:
- Is my social media policy current and comprehensive?
- How do I ensure social media compliance during M&A?
- What do I need to consider for direct messaging compliance?
In this guide we will help you think about your all important social media policy and thoughtfully consider how changes in social media tech and even your bank’s structure may impact compliance.
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
Every Financial Services Marketer Should Ask Themselves
Compliance is complicated, but don’t let it stop your lending team from making the most of social media. Think you’re ready to start social selling? Ask yourself these five questions!
Stronger Customer Relationships on Instagram
Financial Services companies should be marketing and advertising on Instagram. We break down why, and help you create a strategy to reach new customers- while continuing to build trust in your brand.
How 6 Financial Marketers Are Creating Value in Social Media
Ever wonder what everyone else is doing in social media? We talked to six leading financial marketers about how they’re succeeding today and planning for the next big thing.
Get their insights on strengthening your social strategies, unlocking the power of employee networks and creating next-level content that drives engagement.
Download this guidebook to learn how 3 mortgage lenders are using social media to:
- Position themselves in a place the community is already looking ... their social media
- Empower loan officers to engage in local conversations
- Turn their institution's loan officers into the voice of their brand
- Build trust within the community
Which roles do you fill when building your bank's marketing dream team? This guide will show you the following:
- Who does what
- The right structure to execute strategy
- How compliance software can help
Enjoy!
Download this guidebook to learn how marketers are using social media to:
- Drive business with the lowest digital spend compared to traditional media
- Position employees as thought-leaders while leveraging their collective reach of their social media presence
- Ultimately, build trust with their communities and customers that translates to positive business results
ABA Study: The Current State of Social Media
See what nearly 430 bank marketers had to say when asked questions such as:
COVID-19 & Bank Social Media
Times are different and how you connect with customers and potential customers has changed drastically. In a socially distant world, learn to still build lasting relationships.
Download and learn the guiding principles for using social media to serve both your customers and communities in the midst of a pandemic.
Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.
ST. LOUIS, August 30, 2023 – Capacity, an AI-powered support automation platform, today announced the acquisitions of Denim Social and LumenVox. Capacity’s support automation platform empowers teams to do their best work and deliver valuable customer experiences across channels. With the addition of Denim Social and LumenVox’s products, the platform is charting a course to provide solutions that define the future of work and omnichannel customer engagement for its 1,900+ customers across numerous industries.
Capacity’s acquisitions of Denim Social and LumenVox are fueling its transformation from a self-service, single channel tool to an omnichannel support and engagement automation platform. Whether providing customer and employee support, assisting agents or reaching out to customers, the Capacity platform now offers a complete solution across web, voice, SMS, email and social media.
“Customers need support everywhere. Our expanded platform will free up team members to do their best work while also building more meaningful relationships with their customers,” said David Karandish, CEO, Capacity. “Denim Social’s platform will empower brands to more effectively communicate with customers on their social channel of choice and LumenVox’s tools are key in our expansion into voice automation.”
Denim Social, based in St. Louis, is a software provider that elevates the way professionals in the banking, insurance, mortgage and wealth management industries connect and sell on social media. With Denim Social integrated into the platform, Capacity users will be able to launch proactive social media campaigns to reach customers and deepen relationships.
“Social media is a must-have tool for today’s modern seller. Combining Capacity’s AI-powered automations with Denim Social’s campaign tools will enable users across industries to more effectively stay engaged on social media and focus their time on delivering authentic interactions,” said Doug Wilber, CEO, Denim Social. Wilber has assumed the role of Chief Strategy Officer at Capacity, following the acquisition.
LumenVox is a leading global speech and voice technology provider based out of San Diego. LumenVox works with customers to build secure self-service and customer-agent interactions. Its tools will enable Capacity users to transform customer engagement with AI-driven speech recognition and voice authentication technology.
“The right voice technology can save teams countless support hours. Marrying LumenVox’s technology with the Capacity platform ensures voice is a seamless part of the omnichannel experience,” said Nigel Quinnin, CEO, LumenVox. Quinnin will lead Capacity’s voice initiatives.
The acquisitions of Denim Social and LumenVox significantly expand the capabilities and scale of the Capacity platform. Today, Capacity estimates that every month its platform will:
- Analyze 3,000,000,000 calls
- Send 10,000,000 SMS messages
- Deliver 500,000 social posts
- Execute 386,000 workflows and automations
- Deflect 140,000 tickets and emails
“With these two great additions to the Capacity platform, we’re proudly offering customers an all-in-one solution for support and customer experience,” said Karandish.
Capacity’s acquisitions of Denim Social and LumenVox closely follows a deal with Textel, an enterprise SMS provider, earlier this year. Capacity will maintain its headquarters in St. Louis. With the acquisitions, its headcount is now more than 100 employees. The terms of the transactions are confidential.
For more information on how Capacity helps teams do their best work, please visit capacity.com/omnichannel.
About Capacity
Founded in 2017, Capacity is a support automation platform that uses AI to promote self-service, providing immediate Tier 0 and Tier 1 support for customers and internal teams. Capacity answers over 90% of FAQs and escalates more pressing, nuanced issues to the right person. Capacity works across web, voice, SMS, email and social media to help teams do their best work. For more information, visit Capacity.com.
About Denim Social
Denim Social is a Software As A Service (SaaS) provider that powers social selling programs. The Denim Social platform helps brands empower their producers to compliantly communicate, share, and sell on their social channels of choice. Denim Social partners with forward-thinking marketing teams in regulated industries including banking, mortgage, insurance and wealth management. The social selling platform is used by corporate level admins and local producers to amplify brand messaging and power sales on social media. For more information, visit DenimSocial.com.
About LumenVox
LumenVox is an industry-leading provider of speech-enabling software, bringing the power of voice to customers worldwide and facilitating billions of customer interactions. The LumenVox software portfolio consists of Automatic Speech Recognition (ASR) with transcription, Call Progress Analysis (CPA), Voice Biometrics, and Text-to-Speech (TTS). Designed to be highly flexible, accurate, and scalable, LumenVox helps some of the world’s largest cloud-first companies reimagine customer engagement by delivering exceptional voice experiences. LumenVox also provides self-service tools that enable customers to easily tune, adjust, and create language models. For more information, visit LumenVox.com.
*This article was originally published in PRNewswire.
Today, Denim Social is proud to announce the release of Social Sidekick, an AI-assisted feature that helps users compose social media posts. Available and easy-to-access within the Denim Social platform, Social Sidekick helps jump start content creation and copywriting. .
We know it can be hard for users to find their voice on social media. Social Sidekick uses the power of AI to take an idea and bring it to life through a thoughtfully crafted social media post. Whether you’re a social selling program manager or an individual user, Social Sidekick will make putting pen to paper a breeze so you can spend more time generating authentic ideas and less time wordsmithing.
“With Social Sidekick Denim Social users never have to start with a blank screen again,” said Doug Wilber, Denim Social’s CEO. “Social Sidekick makes social post creation fast and easy, helping social selling program managers work more efficiently in supporting their distributed teams.”
Social Sidekick is an available upgrade in the Denim Social platform and can generate content customized to the needs of all four major social media networks. Compliance is fully integrated in Social Sidekick, so teams never have to worry about unapproved content being published.
Wondering what Social Sidekick can do for your team? Consider these use cases:
- "I try to give my sales teams the best social media content I can, but encouraging them to find their own voice and craft authentic content consistently is challenging. Social Sidekick not only makes my own copywriting faster, it gives my sales teams a tool they can use to feel more confident in sharing their own thought leadership on social."
- “I’m a social seller and found an interesting financial education article online that I want to share on social media, but I have serious writer’s block. Social Sidekick can help summarize the article for me, making it easy to whip up a customized post.”
- “I’m in compliance and am apprehensive about the risk that comes along with new tech. Social media posts created with Social Sidekick can be reviewed and approved within the Denim Social platform, protecting our brand and individual social sellers.”
If these situations sound familiar, Denim Social may be able to help. Book a demo today to see Social Sidekick in action.

Denim Social has been named to the HousingWire 2023 Tech100 list for mortgage. The exclusive list of honorees recognizes the most innovative technology in the mortgage industry.
The Tech100 program provides housing professionals with a comprehensive list of the most innovative and impactful organizations. The list can be leveraged to identify partners and solutions to the challenges that mortgage lenders and real estate professionals face every day.
“In a competitive environment, every edge matters for mortgage loan officers,” said Doug Wilber, CEO at Denim Social. “A social selling program managed with our platform empowers mortgage loan officers to use social media to reach prospects, build relationships and close more deals.”
This is Denim Social’s first appearance on the HousingWire list. The platform is used by more than 250 institutions in mortgage, banking, wealth management and insurance.
To learn more about how Denim Social can help mortgage loan officers activate social selling, read our guidebook, Helping Mortgage Loan Officers Achieve Success with Social Media Marketing.

Customer relationship-building is one of the greatest value drivers for insurance agents. A benchmark analysis from McKinsey & Co. found agents with deeper customer relationships have higher product density than those lacking in relationships — often cross-selling three or more products per customer.
With that in mind, it’s essential that agents understand how to best leverage their humanity and personality to truly connect with their audiences. In today’s age, this extends to how agents present themselves and connect online.
When prospective clients meet an agent for the first time, they’re asking themselves, “Is this person likable? Can I trust them?” Clients want to feel an authentic connection that gives them peace of mind and assures them that someone has their best interests at heart.
This desire for connection isn’t limited to the insurance industry. In fact, 88% of consumers say that authenticity is a key factor when deciding the brands they like and support, and that trust is vitally important to entering working relationships. That desire for trust grows exponentially when it comes to insurance sales because the business is built around protecting clients’ futures.
Insurance agents have a head start on this — their businesses have always been rooted in authenticity. But as digital transformation in the insurance industry continues, it’s more important than ever that agents assert themselves through authenticity on social media. It’s no different from what agents and other insurance professionals have been doing in person for years. It’s about conveying expertise, building trust, and showcasing industry knowledge — except now it’s within the digital universe. Social media provides a new platform for staying top of mind with customers and prospects alike.
So, how should agents be more authentic on social media? Same as they would offline — with relationships.
Good selling starts with genuinely listening to clients and being authentic, no matter what. Insurance agents are there to identify clients’ life needs and build a solution to protect them against loss. They must genuinely care about clients’ needs to find the right solutions and demonstrate that level of care to earn trust.
Here’s how agents can bring that energy to social media:
View social media as an opportunity to provide value. Marketers and agents alike already know that authenticity is important to customer acquisition. That same authenticity should show up in social media activity.
Agents should still be themselves, just on digital channels. After all, in the insurance business, agents are selling a promise that a consumer may or may not ever see delivery on. If the client never has an accident, they’ll never make a claim.
This means a lot of time can pass between a point of sale and delivery of promise.
With the rise of social media, however, there is a growing opportunity to deliver value in the long term. Whether it’s sharing thought-leadership articles, checking in with clients on social media, or providing digital tools to help educate clients, the digital landscape provides ample opportunity to reinforce proof of agent value on an ongoing basis. Including both paid and organic social media marketing for insurance agents in the mix of sales practices is critical.
This won’t replace traditional tools like phone, email and in-person meetings, but having a mix of organic and paid content alongside them will complement other relationship-building efforts, keep agents top of mind, and continually provide value to clients and prospects.
Lean into the power of real-life experience. There’s a good chance that agents live and work in the communities they serve. Agents should use that advantage with prospective clients when building their authentic brands. Showing on social media what’s happening in their communities and their offices will help foster a sense of belonging and drive interest among followers.
Need more marketing ideas for insurance agents? Look to everyday experiences. If an agent runs into someone at a local event, they should take a selfie and tag the person on Instagram, Facebook or LinkedIn. If a client drops off cookies, the agent should post a photo and a heartfelt message about what it meant to the team. Social media followers will connect with those real-life moments far more than they would with a branded post.
Embrace storytelling. Too often, social media marketing for insurance agents consists only of market statistics or limited-time promotions. While this type of content can absolutely be useful and helpful, it’s not enough on its own. Think about the brands you follow: Would statistics and discounts be enough to get you engaged?
Social media is about creating a narrative, not just posting facts or promotions.
Agents should share the true picture of what it’s been like to grow a practice. Tell client stories about how they’ve benefited from your insurance products (with permission and privacy in mind, of course). When agents share authentically, they build trust with clients and prospects.
Be themselves. If agents are only professional and stuffy, audiences won’t connect. Agents and marketers alike shouldn’t be afraid to let a little personality shine through on social media. Thought leadership can create credibility and demonstrate expertise, and it’s always better received when served up by a real-life person.
That’s what social selling is all about.
Posting is only one part of the strategy. Agents should also comment on and engage with clients’ posts as appropriate. Two-way communication is critical to building authenticity. Think about it as if you were having an in-person conversation; there would be plenty of back-and-forth throughout the discussion. Did a client become a grandparent? Their agent should congratulate them. Social selling is all about creating conversation, just like in real life.
Engagement provides the added benefit of personalization. Customers don’t want to feel like marketing collateral. When agents engage with them honestly and authentically, they’re well on their way to creating deep, lasting consumer relationships.
Building authenticity through social media is similar in principle to building authenticity in real life; it’s just using a different medium to do so. When intermediaries share personal stories and helpful content with clients in a way that reflects their true personalities, they’ll build lasting relationships both online and offline that will serve as the foundation of future sales.
*This article was originally published in Insurance Journal.

Denim Social, a leading provider of social selling software for the mortgage industry, is proud to announce it has joined The Mortgage Collaborative. Together, the two organizations will educate mortgage lenders on the power of social selling and help them elevate their social selling programs to increase mortgage loan officer success.
The Mortgage Collaborative empowers mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise and improved compliance. As consumer behavior shifts online and in a highly competitive marketplace, The Mortgage Collaborative also helps members reach and access prospective clients.
“Social selling is an essential tool for today’s mortgage lenders,” said Tom Gallucci, Senior Vice President of Business Development at The Mortgage Collaborative. “Partners like Denim Social will help our members build trust online, stay compliant and, most importantly, close more deals.”
Members of The Mortgage Collaborative and customers of Denim Social will have access to member only pricing, resources and training.
“We’re excited to be a part of The Mortgage Collaborative – an organization that so many of our customers gain great value from already. We’re looking forward to collaborating with TMC on special content and resources, as well as forging deeper connections with members,” said Doug Wilber, CEO of Denim Social.
Click here to learn more about Denim Social and the Mortgage Collaborative’s partnership.

Independent agents are taking over the scene — 62% of property and casualty premiums in the U.S. were written by independent agents in 2021 — so competition is fiercer than ever. Independent agents who want to stand out need to build up their personal brands online to reach customers and keep relationships strong. When agents use their personal social networks to find prospects, build relationships, and grow their thought leadership, they’re using one of the most powerful strategies available to them: social selling.
Social selling might be a familiar strategy for captive agents who have their carriers’ built-in marketing support, but independent agents must create their business (and relationships) from scratch. More and more, those relationships are built over social media. That’s the challenge for agents in this new landscape, but it’s also the big opportunity. People buy from people, and building personal relationships is what insurance agents have always done best. They just need to translate those rapport-building skills into modern digital spaces with a few key strategies.
Adopt social selling as a go-to strategy.
Social selling unifies sales and marketing, transforming social media into a revenue driver by giving agents an avenue to showcase their thought leadership, engage with potential and existing customers, and build trust and relationships in the process. It is similar to offline selling: Build trust with customers, get to know them, and explain how your product helps solve their problems. But it proves even more powerful — 78% of social sellers outsell their peers who don’t use social media.
To get ahead in social selling, agents must harness the power in their relationships and personal networks. Research shows that content shared by employees gets eight times more engagement than content shared by a brand. A social selling strategy can not only help agents reach more people, but also can also help them humanize their own work and brand.
For independent agents, personal branding can make all the difference. Agents shouldn’t be afraid to be unique and show their authentic selves on social media. From sharing personal photos to comments on client posts, the more clients see agents as personal friends and unique people, the more engaged they will be.
Why does letting personality show matter for agents? Credibility has become increasingly important for customers, with 88% of consumers citing authenticity as a key factor in deciding what brands they like and support. Clients want to know they can trust their agents, especially when making decisions that majorly affect their families and lives, so social selling content should reflect authenticity and relatability.
Understand and accept agents’ evolving roles in the changing landscape of digital insurance.
The sales process has gone digital in many ways, but that does not change the value of human guidance from an insurance advisor — the role of the trusted insurance advisor isn’t going anywhere.
Human connection remains a meaningful part of the insurance transaction. When people’s lives change, their relationships with their agents matter, and the work that agents have put into fostering trust and strong relationships will pay off.
Social media is a crucial tool in keeping intermediaries connected in this digital age and agents need to be comfortable using modern social media marketing and sales strategies.
Don’t go it alone — look for trusted support resources.
When independent agents are active in social selling, they shouldn’t go it alone. The resources agents have been consulting for years often have active blogs and social accounts from which they can source content. Many carriers and insurance industry thought leaders also offer curated social content that is ready to share and can typically be personalized by the agent.
A social selling strategy powered by a thoughtful content mix can help independent agents not only reach more people, but also reinforce the thought leadership and trust-building they’ve been demonstrating to clients outside of social media for years.
Find the right tools.
Curating content, creating a regular cadence of posting, monitoring multiple social channels — there are a lot of moving pieces in an independent agent’s social selling strategy. Social selling is just one of the many things an independent agent has in their sales repertoire. This makes it so important to have technology built for social selling specifically. The less time agents spend on the organizational aspects of social selling, the more time they have to build customer relationships, communicate authentically and, ultimately, build trust online.
This article was originally published in Insurance Journal.

Connect & Convert on Social
Denim Social Surpasses 1 Billion Data Points
DES MOINES, Iowa (September 28, 2017) – Denim Social, the Des Moines-based insurtech company, has aggregated more than 1 billion data points on consumer engagement with the mobile and social media ads it has powered for insurance and financial services companies. The data is being collected through Denim Social’s patent-pending technology platform that allows marketing teams to easily scale localized mobile and social media ads for thousands of users in two minutes.
“Data is key to making smarter marketing and distribution decisions, and we’re proud to have more data on consumer engagement with insurance-related mobile and social media ads than anyone,” said Gregory Bailey, CEO and co-founder of Denim. “Not only does this level of information reveal our customers’ engagement with the Denim platform, it also offers huge opportunities to drive better marketing and distribution results for our customers.”

By analyzing the more than 1 billion data points according to segments such as age, gender, ad placement, time of day, and locality, some fascinating insights emerge. Here are a few examples:
- Millennial consumers ages 25 to 34 are a sweet spot. In addition to seeing ads more than any other age group, this generation represents a lower cost per click – 31 percent lower than Gen Z; 9 percent lower than Gen X.
- Ads viewed by consumers between midnight and 7:00 a.m. local time are 29 percent more likely to be clicked on than ads viewed at any other time.
- Android smartphone users are 410 percent more likely to click on ads than iPhone users.
“Technology doesn’t stand still, and neither do the people who use it,” Bailey said. “At Denim, we’re always thinking about what’s next, and with this amount of data, we’re in an extremely strong position to drive smarter marketing for our customers. As the amount of data continues to grow, we look forward to delivering additional intelligent, multi-channel experiences.”
About Denim Social
Denim Social is reimagining marketing and distribution with wicked smart technology. Designed with today’s mobile and social consumers in mind, Denim Social’s patent-pending platform improves marketing ROI by changing the way insurance and financial services companies advertise, engage, and sell. With a focus on delivering a simple and intuitive platform, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.
In a time where it's important than ever to maintain and build existing customer relationships, financial professionals like loan officers, insurance agents, and financial advisors should look to LinkedIn as a primary means of communication and an essential part of everyday communication.
Today, meeting customers where they are means being active on social media. Aptly named "the professional network", LinkedIn is prime territory for boosting thought leadership, crafting an online presence, and creating authentic, lasting relationships that will stand the test of time (and economic ups and downs).
Whether you're just getting started on social media for financial professionals, or you're a seasoned LinkedIn veteran looking to make the most of the network, it's time for financial institutions to take LinkedIn seriously in 2024.
LinkedIn Can Help Build Trust & Credibility
It seems simple to say, but trust hinges on authentic relationships. Today’s customers want to work with real people who connect with them on a human level. That’s why it’s so important to be yourself when using social networks like LinkedIn. Put some of your personality into their social posts, talk about things that are important to you, or ask your networks questions. (If this keeps you up at night from a risk perspective, know that approval tools like Denim Social can help ensure compliance.)
When people interact with you through LinkedIn, they’ll see how much reliable value you provide to their lives and will be more likely to trust your brand with their livelihoods. Authenticity is even more crucial when it comes to attracting prospects at the top of the funnel who haven’t gotten the chance to meet (and befriend) you yet.
While the current economic climate poses many potential challenges, remember that gaining and keeping customers’ trust is the key to acquiring and retaining clients (even in tough times). Lean on social media networks like LinkedIn to tell the your brand’s story, build thought leadership online, and gain more followers who convert into new clients. Let them get to know your institution and you, and they’ll want to work (and stay) with you for years to come.
LinkedIn Is A Winning Choice
It's hard to hear, but if you aren't on LinkedIn already, you're already behind. In fact, 9 out of 10 financial advisors are using LinkedIn for their business, and other industries see similar usage numbers. The same way that email and text messaging have become routine modes of communication, so will social media like LinkedIn.
You can bet that your audience will be there, too. Over 16% of LinkedIn users log on every single day, and this number continues to grow as the networks becomes more and more popular among the groups that financial professionals target most frequently, like young professionals and business leaders.
Being active and sustaining a regular presence can have some serious payoffs. For example, pages that post weekly instead of just monthly have almost 6 times as many followers.
The future is bright for those that use LinkedIn to their advantage. It's clear that there's no slowing down its momentum as a primary social network!
LinkedIn Can Help You Educate
Are there certain points you are always trying to get across with your customers, or questions you are routinely asked? Look no further than LinkedIn. Use this powerful network to create and share posts that will position you as one of the top expert in your field and in your community.
There are currently over 27 million people that look to LinkedIn as an educational tool. When someone comes looking for an answer to their question, you want to be the go-to source of truth for them.
With LinkedIn, you can share graphics, videos, documents, photos, and more. It's easy to diversify your content to make your profile a wealth of knowledge for your customers and prospects. If you are looking for more ideas on how to make the most of LinkedIn, check out Denim's Social's Best Practices For LinkedIn.
In sum, LinkedIn is basically your new business card. Use it well! Don't let your opportunities on LinkedIn pass you by. Start prepping now to get your strategy in order so you find success on LinkedIn in 2024. Interested in other social networks, too? Try downloading our Social Selling Playbook for Financial Institutions. Happy posting!

Being responsible for your team’s social selling strategy can be daunting, especially if you don’t have a plan or support. We see it firsthand at Denim Social – without a meaningful strategy, users may not be eager (or downright resistant) to jump on a new platform. So, how are others getting their teams onboard? We learn a lot from our Denim Social customers to learn how they’re making it happen. Overall, we have observed four keys to adoption success.
Activate a hybrid distribution approach.
We find that teams that utilize a hybrid approach to posting have the most empowered associates. What does it look like in practice? This usually includes the marketing team posting brand content on behalf of associates, and associates scheduling out pre-approved industry content from a content library, plus sprinkling in their own personal content. And rest assured, that personal content still goes through approval workflows.
Build a robust content library.
If you’re going to ask associates to post content, you’ve got to make it easy and compliant. Our platform offers content libraries filled with pre-approved posts. We see that when associates have lots of content to choose from, they post more frequently.
It's a win-win for all: Compliance teams can be confident that they are managing any content that's being posted, marketing teams can provide support more readily and get more messaging across, and users can quickly build up a content calendar with engaging, customizable posts.
Communicate the value of social media consistently.
Your teams need to be able to answer the age old question, “what’s in it for me?” Your teams are busy and that means you need to help them see why spending their valuable time on social media is worth it.
In a time when meeting customers where they are means being on social media, it's essential that intermediaries look to their networks to take advantage of existing connections and forming new ones. Social media is a highly visible and time-efficient way to strengthen important relationships. It's all about doing more with less!
Train and Train Again
Baking social media and Denim Social training into the onboarding process is a great way to introduce new and motivated associates to a fresh way to drive their business. It is also important to keep social media top of mind for ALL associates. An ongoing training program outlining compliance/social policy, the value of social media and Denim Social is a must, whether it be monthly or quarterly. Marketing is not often top of mind for salespeople, so it is important to continuously educate them on how to get involved and optimize their strategies.
Many of our Denim Social customers set up trainings that include: monthly new hire social media and compliance training courses, Denim Social overviews, a monthly Denim Social refresher training, a Quarterly Strategy training, and ongoing 1:1 assistance for users. It's all about keeping social media top of mind and having easy access to resources.
For many, these training programs are a well oiled machine, and keeps their social program growing by educating and informing users consistently.
If you’re struggling with adoption, these strategies can help. And of course, persistence pays off.
Social media is only as valuable as its users and that makes adoption key. If you’re struggling to motivate your team to hop on the social media bandwagon the right tools and support can make all the difference. If you want to learn more about how the Denim Social platform works, schedule a demo with us today.

Like many community banks, Dart Bank wanted to keep customer relationships a top priority. This meant being more available to customers and meeting them where they are. In modern terms, that means on social media.
When Dart Bank learned about how Denim Social supports social selling for loan officers, they knew it was the perfect fit to keep their team engaged at every step of the journey. They wanted to empower their loan officers to create and grow authentic relationships online, never missing an opportunity to connect.
“Everyone wants a quick response, they want to be communicated with in the way they want it…speed and availability demands have created challenges that they have to be able to be everything to the customer in the way that they want it.” - Bryan Clarke, SVP
With Denim Social, Dart Bank launched a formal social selling program for over 50 loan officers in just a few months. Dart Bank started by posting on behalf of their loan officers. Through regular training and education combined with access to compliant content libraries, loan officers have gained the confidence to start posting to their own pages. It was important for Dart Bank to build a strong foundation and enable their team to make social media more personalized.
See how they helped strengthen customer relationships in this Case Study.
Where Are the Biggest Opportunities to Use Social Media in Financial Services?
Denim Social's Guide To Social Selling For Financial Services shows that most financial professionals — 83% of those surveyed — have a social media presence. It’s a great place to start, but having a profile is only the tip of the iceberg when it comes to what benefits financial institutions can enjoy from social media. Smart financial marketers and their teams should be optimizing their social selling efforts on every network to get the most out of what social media has to offer.
Customers are active in many other places online, so why not meet them there? After all, 79% of people look to social media for financial advice. By meeting customers where they are on the main 4 networks, financial institutions can stay top of mind and grow real, authentic connections. Let’s dive into what Instagram, LinkedIn, Twitter, and Facebook have to offer and how financial services marketers can best use each platform.
1. Instagram
As far as major social media platforms in financial services go, Instagram tops the list. While many financial professionals might not at first think of the photographic and visual network as prime business territory, its popularity makes it an excellent place to strengthen real relationships.
Instagram is one of the best ways to get in front of younger audiences, which is a worthwhile goal, considering that many Millennial customers will likely be on the search for new financial services providers as Baby Boomers pass their wealth on to the next generations. What's more, 90% of Instagram users follow at least one business account and 80% use the platform to discover new products.
Even better, getting started on Instagram is a breeze. Instagram ads also allow hyperlinks, so you can lead readers right from their feeds to your website with specific calls to action to learn more. Lead them to a personalized and well-designed landing page on your site, for instance, and you'll be drawing each follower who clicks through one big step closer to conversion.
2. LinkedIn
The majority of financial services providers already use LinkedIn, and there are many ways to make it perhaps the most successful social selling platform out of all the networks. Employees at institutions of all sizes and financial industries can use this professional network to cultivate thought leadership and educate their customers.
For financial services marketers, a brand profile is a necessary starting point. Getting the most out of the platform, however, requires activating your employees in a social selling strategy. They can share relevant content, such as videos and published articles from trusted media outlets, as well as engage with customers and prospects one-on-one via direct messaging to establish themselves as experts and build trusting relationships. People want to engage with other people, not with general brand pages. It’s no wonder that employees on social media can garner 10x the engagement of brand pages alone.
3. Twitter
Like LinkedIn, Twitter is also a great place for agents, loan officers, and advisors to share their expertise. Understandably, financial services marketers might be intimidated by the fast-paced nature of the platform and fear they don’t have enough resources to keep up. However, with the proper social media management tools, maintaining compliant engagement on Twitter is totally possible — and worth it.
One of the greatest benefits of social media marketing for financial services is the ability to provide more value to customers. Twitter makes this incredibly easy to do. Marketers can follow all relevant news media outlets and keep an eye out for any articles that might benefit their clients or prospects. For example, an explainer piece on recent changes in tax legislation may be helpful come tax season. Retweeting such helpful resources educates followers on financial topics and builds trust in the brand and its employees.
There’s no single best social media platform for marketing. Each one has a unique opportunity to reach and engage current and future customers. If you’re already on social media, it’s time to level up your social media marketing strategy by diving into Instagram, LinkedIn, Twitter, and Facebook in more depth. No matter the size of your financial institution, extending your social media strategy to encompass these platforms can help grow your audience, build trust, and maintain solid customer relationships.

ST. LOUIS, August 30, 2023 – Capacity, an AI-powered support automation platform, today announced the acquisitions of Denim Social and LumenVox. Capacity’s support automation platform empowers teams to do their best work and deliver valuable customer experiences across channels. With the addition of Denim Social and LumenVox’s products, the platform is charting a course to provide solutions that define the future of work and omnichannel customer engagement for its 1,900+ customers across numerous industries.
Capacity’s acquisitions of Denim Social and LumenVox are fueling its transformation from a self-service, single channel tool to an omnichannel support and engagement automation platform. Whether providing customer and employee support, assisting agents or reaching out to customers, the Capacity platform now offers a complete solution across web, voice, SMS, email and social media.
“Customers need support everywhere. Our expanded platform will free up team members to do their best work while also building more meaningful relationships with their customers,” said David Karandish, CEO, Capacity. “Denim Social’s platform will empower brands to more effectively communicate with customers on their social channel of choice and LumenVox’s tools are key in our expansion into voice automation.”
Denim Social, based in St. Louis, is a software provider that elevates the way professionals in the banking, insurance, mortgage and wealth management industries connect and sell on social media. With Denim Social integrated into the platform, Capacity users will be able to launch proactive social media campaigns to reach customers and deepen relationships.
“Social media is a must-have tool for today’s modern seller. Combining Capacity’s AI-powered automations with Denim Social’s campaign tools will enable users across industries to more effectively stay engaged on social media and focus their time on delivering authentic interactions,” said Doug Wilber, CEO, Denim Social. Wilber has assumed the role of Chief Strategy Officer at Capacity, following the acquisition.
LumenVox is a leading global speech and voice technology provider based out of San Diego. LumenVox works with customers to build secure self-service and customer-agent interactions. Its tools will enable Capacity users to transform customer engagement with AI-driven speech recognition and voice authentication technology.
“The right voice technology can save teams countless support hours. Marrying LumenVox’s technology with the Capacity platform ensures voice is a seamless part of the omnichannel experience,” said Nigel Quinnin, CEO, LumenVox. Quinnin will lead Capacity’s voice initiatives.
The acquisitions of Denim Social and LumenVox significantly expand the capabilities and scale of the Capacity platform. Today, Capacity estimates that every month its platform will:
- Analyze 3,000,000,000 calls
- Send 10,000,000 SMS messages
- Deliver 500,000 social posts
- Execute 386,000 workflows and automations
- Deflect 140,000 tickets and emails
“With these two great additions to the Capacity platform, we’re proudly offering customers an all-in-one solution for support and customer experience,” said Karandish.
Capacity’s acquisitions of Denim Social and LumenVox closely follows a deal with Textel, an enterprise SMS provider, earlier this year. Capacity will maintain its headquarters in St. Louis. With the acquisitions, its headcount is now more than 100 employees. The terms of the transactions are confidential.
For more information on how Capacity helps teams do their best work, please visit capacity.com/omnichannel.
About Capacity
Founded in 2017, Capacity is a support automation platform that uses AI to promote self-service, providing immediate Tier 0 and Tier 1 support for customers and internal teams. Capacity answers over 90% of FAQs and escalates more pressing, nuanced issues to the right person. Capacity works across web, voice, SMS, email and social media to help teams do their best work. For more information, visit Capacity.com.
About Denim Social
Denim Social is a Software As A Service (SaaS) provider that powers social selling programs. The Denim Social platform helps brands empower their producers to compliantly communicate, share, and sell on their social channels of choice. Denim Social partners with forward-thinking marketing teams in regulated industries including banking, mortgage, insurance and wealth management. The social selling platform is used by corporate level admins and local producers to amplify brand messaging and power sales on social media. For more information, visit DenimSocial.com.
About LumenVox
LumenVox is an industry-leading provider of speech-enabling software, bringing the power of voice to customers worldwide and facilitating billions of customer interactions. The LumenVox software portfolio consists of Automatic Speech Recognition (ASR) with transcription, Call Progress Analysis (CPA), Voice Biometrics, and Text-to-Speech (TTS). Designed to be highly flexible, accurate, and scalable, LumenVox helps some of the world’s largest cloud-first companies reimagine customer engagement by delivering exceptional voice experiences. LumenVox also provides self-service tools that enable customers to easily tune, adjust, and create language models. For more information, visit LumenVox.com.
*This article was originally published in PRNewswire.
Whether you love or loathe social media's infiltration into every element of our personal and professional lives, there's no denying that this powerful medium is never going away. Social networks are growing bigger and stronger by the day. Forward-thinking achievers in every industry understand this and have responded by leaning all the way into social selling.
For the unaware, social selling is using social media to sell a product or service by showcasing authenticity, strengthening relationships with clients and prospects, and building thought leadership. In social selling, advisors use their own social pages to promote content about their brand and services, but with a personal spin.
Everyone from dog groomers to financial advisors are utilizing multiple social networks to build a following and bolster their personal brands, and those who fully embrace social media's ubiquity outperform their competitors and win more business. It's as simple as that.
The key, though, is finding a way to stand out from the competition online. There's a big difference between "doing social media" and doing it well.
The difficulty with differentiation
As we all know, the internet is more than likely the first place individuals go to get advice these days — financial, familial, and absolutely everything in between. So when people go online to search for guidance on money matters, they won't find you if you aren't there, actively promoting your expertise and services.
There's no stronger business case for social media (and social selling) than that: It's where your potential customers are. Meet them there and give them what they need. If you don't, someone else will.
To set yourself apart as a financial advisor, you need to be able to sell yourself — not just your firm. Sure, many financial advisors are intermediated and you likely don't have free rein to post everything you might want to on social channels, but that shouldn't be a deal-breaker. There's still plenty to say without risking any backlash or drawing the ire of regulators.
Put your fears aside
Though some in the financial industry might feel wary or daunted by interacting directly with clients or prospects, online exchanges matter in today’s market. Brands that use a more generic social-media strategy can end up sounding too promotional, focused more on boosting the brand to a broad audience instead of forging real connections. Rather than creating original content that speaks to their particular audience, financial institutions treat these social channels as glorified billboards instead of networking opportunities for each individual advisor.
That’s too bad because there’s real power behind social selling today. When comparing the social media potential of brands vs. individuals, one study found that employees have 10 times the reach and double the engagement of the brands they speak for. The best sellers in large companies, meanwhile, were the ones who regularly used technology to foster connections with new prospects or existing clients. Building genuine relationships pays off for both advisors and brands.
So, how does someone improve their social-selling efforts? How can financial advisors use the power of their individuality to differentiate themselves from their peers? Here are five tips to help you better accomplish social selling on your personal pages:
1. Ask an expert
Even if you’re on board with tapping into the potential of authentic relationship-building through social selling, you still need the right tools and training for the job. After all, your area of expertise is in the valuable services you provide to your clients, not online marketing.
An excellent move for advisors is to seek advice from your firms’s marketing or branding team. Not only can they help you develop an effective social-selling strategy, but they can also provide you with the resources and tools you need to more effectively and efficiently create, plan, and schedule your posts. Compliance experts can also educate you on the rules that govern social media in the financial services industry. Ideally, your firm provides continuous training and tools to ensure you stay on the right side of regulations.
2. Be real
The type of posts that most people see on their social-media feeds are at least partially determined by an algorithm. These algorithms are generally designed to serve up content that users are most likely to engage with in one way or another. This can be a huge advantage, but it also means that you can’t expect to stay on people’s minds if you deliver bland, uninteresting content that isn't relevant to your audience.
That doesn’t mean you should go posting clickbait or try to shock people (there’s definitely such a thing as bad engagement). Instead, the best way to get and keep people’s attention is to be your real self. Post about what matters to you and do it in your own voice, not just copying/pasting brand posts. Post about local happenings that people in your area might care about. Speak to the challenges you hear clients ask about most. In social selling, authenticity is the fastest way to start building deeper and more lasting relationships.
3. Consistency is key
How much engagement your posts garner will often depend on when and how often you post. Not only does each channel (like Facebook or LinkedIn) tend to have different times when engagement is at its peak, but your specific audience may also have their own preferences. A little research here can go a long way.
Build a sustainable cadence and stay the course. Consistency is crucial. If you post more than once a day, make sure that each has a few hours to shine on its own. And if a post is getting a particularly high response rate, wait a while before potentially drowning it out with something new. Remember: Algorithms are looking for engagement, not frequency.
4. Mix it up
Another way to ensure better engagement (and a better response from the algorithm!) is to mix up the type of content you share. Your online presence should be a healthy medley of brand, industry, and personal and community content.
You will need to figure out what the right balance for your own audience is. Think about what they care about, the questions they ask when you work together, or specific local concerns. The bottom line in every case is to make sure you’re maintaining a variety of relevant content in your social selling strategy.
5. Give and take
Approach social media as a conversation, not a bullhorn. Social selling is about more than just getting engagement — it’s also about engaging with your audience in return. This give and take is how relationships are made and strengthened, whether they be prospects or clients you know and love.
Don’t just be reactive by responding only to comments or likes on your posts. Take time to respond to others’ posts as well, whether they’re customers or other thought leaders in the industry. This doesn’t always have to be through comments, either; a simple like can let people know you’re paying attention to what they have to say.
Social selling is a powerful tool that can help financial advisors bring in new prospects and keep old clients coming back for more advice through the power of relationship and trust building. However, in order to rise above the noise, you can’t lean on your — or your firm’s — reputation. Instead, you need to establish an authentic presence for yourself that showcases exactly what makes you the right person for the job.
Learn more by downloading our Social Selling Guidebook for Financial Institutions.

Connect & Convert on Social