March 2, 2021

Denim Social Now Offering Social Media Content Curation with UpContent

Does your financial institution struggle with social media content curation? You’re not alone. With time, compliance and resource constraints, it can be difficult for financial institutions to find engaging and relevant content to fill their social media feeds. Denim Social has a new product to help!

Through an integration with content curation industry leader, UpContent, Denim Social is proud to introduce new features that will give financial marketers the ability to curate collections of relevant, high-quality and compliant social media content.

We get it, searching for content is time consuming and it can be especially tough to find quality content for financial institutions. Our integration with UpContent will bring curated, third-party articles directly to your Denim Social platform. Here’s how it works: 

  • Simply log in to Denim Social to access the curated content libraries. No search engine required. 
  • Curated posts include pre-populated post captions or your team can customize the message to fit your brand. 
  • Select posts to use at the brand level or your marketing team can pre-approve and organize posts for employee use. 
Content Curation Product Preview

Social selling is a powerful strategy for financial institutions to increase reach, drive engagement and build trust with customers. With this new content integration, Denim Social can help your marketing team unlock the potential of employee social media, while maintaining brand consistency and staying compliant. Create pre-approved content libraries and implement approval workflows to keep your marketing team in control. 

Denim Social’s built-in compliance processes work seamlessly with our new curated content libraries. And unlike our competitors, compliance approvals are built-in to our platform.

Want to see our platform and curated content libraries in action? Sign up for a demo to learn how Denim Social can help your institution level-up its social media strategy. 

About UpContent: 

UpContent helps marketing, sales, and HR professionals build trust, deepen relationships, and drive revenue through strategically curated content. UpContent analyzes millions of articles monthly and taps into the collective expertise of their company’s team by empowering individuals to engage with, and enrich, high-quality articles prior to sharing with customers and prospects through one of UpContent’s many social media, email marketing, and website partnerships and integrations. For more information, visit https://www.upcontent.com.

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March 2, 2021

Denim Social Now Offering Social Media Content Curation with UpContent

Does your financial institution struggle with social media content curation? You’re not alone. With time, compliance and resource constraints, it can be difficult for financial institutions to find engaging and relevant content to fill their social media feeds. Denim Social has a new product to help!

Through an integration with content curation industry leader, UpContent, Denim Social is proud to introduce new features that will give financial marketers the ability to curate collections of relevant, high-quality and compliant social media content.

We get it, searching for content is time consuming and it can be especially tough to find quality content for financial institutions. Our integration with UpContent will bring curated, third-party articles directly to your Denim Social platform. Here’s how it works: 

  • Simply log in to Denim Social to access the curated content libraries. No search engine required. 
  • Curated posts include pre-populated post captions or your team can customize the message to fit your brand. 
  • Select posts to use at the brand level or your marketing team can pre-approve and organize posts for employee use. 
Content Curation Product Preview

Social selling is a powerful strategy for financial institutions to increase reach, drive engagement and build trust with customers. With this new content integration, Denim Social can help your marketing team unlock the potential of employee social media, while maintaining brand consistency and staying compliant. Create pre-approved content libraries and implement approval workflows to keep your marketing team in control. 

Denim Social’s built-in compliance processes work seamlessly with our new curated content libraries. And unlike our competitors, compliance approvals are built-in to our platform.

Want to see our platform and curated content libraries in action? Sign up for a demo to learn how Denim Social can help your institution level-up its social media strategy. 

About UpContent: 

UpContent helps marketing, sales, and HR professionals build trust, deepen relationships, and drive revenue through strategically curated content. UpContent analyzes millions of articles monthly and taps into the collective expertise of their company’s team by empowering individuals to engage with, and enrich, high-quality articles prior to sharing with customers and prospects through one of UpContent’s many social media, email marketing, and website partnerships and integrations. For more information, visit https://www.upcontent.com.

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SIMILAR POSTS:

In an environment that is increasingly digital, home lending is a golden opportunity to build customer relationships that span decades. Maintaining human connection doesn’t require lenders to turn their backs on tech; in fact, the right tech can help deliver a more personalized experience for borrowers. In this webinar with Sales Boomerang, we talk with industry leaders about humanizing the mortgage customer experience by using technology to curate content and create opportunities that are highly valuable, relevant, and timely.



Retail banks in the U.S. are facing a major customer attrition challenges. According to a recent Bain report, customers make as many as 55 percent of financial-related purchases from their primary bank’s competitors. While primary banks may be able to retain customers’ savings and checking accounts, the report suggests that they’re likely losing out on lucrative sales when it comes to loans, credit cards and investments.

Considering that almost one-third of those who defected from their primary bank did so in response to a direct offer from a competitor, wise marketers will up their customer engagement and outreach efforts to retain more customers. Affordability of products is the top reason for customer defection, which marketers may not have much say in, but it isn’t the only contributing factor. Digitization has also been a major catalyst. Namely, the strong digital products and experiences that some banks offer—and others do not.

Bank marketers who can jump onboard the digitization train to meet customers where they are with engaging, valuable messaging will be much more likely to keep customers coming back again and again for each of their financial needs. The following strategies can help:

1. Put the human element front and center

Traditional banks have an innate advantage over digital direct banks: The human touch. Leveraging this benefit, especially when it comes to increasingly digital customer interactions, can lead to measurable improvements in customer retention.

One way to ensure the human touch remains part of every customer touchpoint is to focus on personalization. A February Insurance Thought Leadership piece revealed that 72 percent of people ignore marketing that’s not highly personalized. So targeting relevant content to the right recipients is essential, especially when digitization can easily strip the human element out of an interaction. Personalizing messaging and services to be relevant and valuable to the specific needs of each customer can bring the human element into focus even in a digital world.

One way to create more relevant, personalized outreach is to practice social selling, or leveraging a bank’s employees on social media. People can relate more to other people than they can to big brand names. When your employees are the ones getting in front of customers virtually, it humanizes the digital customer experience and sets the stage for trusting and loyal relationships to come. What’s more, employees also tend to have further reach and engagement on brand-related social posts than brand pages alone, so they can expand the impact of your messaging exponentially.

2. Create digital pathways to human interactions

When considering how to anchor all digital marketing for financial services around the human element, keep in mind that every pathway should connect prospects and customers directly to a human.

For example, a social media post from an employee could include a link to a landing page on your website where visitors can learn more valuable information on the topic of the post. On that landing page, you can include valuable content, such as a guidebook, behind an information request form. When users submit their names and email addresses, they will receive the content and your sales team members can reach out to them directly with a human-centric, personalized outreach approach.

When prospects and customers know they’re just an email or phone call away from a real person at your organization, they’re likely to turn to you instead of an impersonal digital direct bank for their next financial need.

3. Focus on customer retention just as much as acquisition

Bringing in new prospects gets a lot of attention from financial services marketers, sometimes at the expense of retaining current ones. But focusing on customer retention and continuously improving the digital customer experience will help secure more revenue when it comes to additional services such as loans and credit cards.

Listen to the needs of customers and keep refining your personalization tactics to meet their needs. Every time you get in front of a current customer with relevant, valuable messaging or content, you help build trust in that relationship and increase the chances of that customer coming to you for whatever service they need next.

It’s true that people will always be drawn to brands that offer more affordable products and services. But money isn’t the only reason people look outside of their primary bank to fulfill their financial needs. Banks that differentiate by focusing on digitization alongside the human element will find that it’s easier to keep current customers from looking for greener pastures.

This was originally published on ABA Bank Marketing.

As the fintech industry has grown in recent years, more and more banks have partnered with these companies to enhance the digital customer experience. Fintech firms have the digital expertise banks need, but these nascent partnerships will require more thoughtful strategizing to deliver effective solutions.

So far, only 6 percent of banks reported seeing more than 5 percent improvement in reducing customer churn with their fintech partnerships, according to a 2021 Cornerstone Advisors report. And nearly 40 percent said they’ve seen no changes at all. This is likely not for lack of trying or skill from either side. Fintech companies can still bring great value to the table, so the answer isn’t for banks to eschew formal partnerships for good. Instead, banks just need to align with fintech partners on driving specific value.

Banks eager to improve their relationships with fintech partners and realize the full potential of bank and fintech collaboration can start by taking a few structured measures.

1. Be transparent about your problems.

First and foremost, banks must seek out fintech partnerships to solve specific problems. Without the core alignment around what a bank needs from a fintech partner, goals can be vague and impossible to reach. The more open banks are about the challenges they’re looking to solve, the more their fintech partners can understand how to deliver a solution. Perform an assessment of your current state of operations to identify specific challenges and the gaps in the way of overcoming them. Then, find a fintech company ready to fill that gap.

One example of excellent alignment in a bank and fintech collaboration is Bank of America and Zelle. Bank of America realized that it needed to focus on its digital payment capabilities as customers were using less cash. With that goal out in the open, it was able to partner with a fintech company that could offer a specific solution to make peer-to-peer transactions easy for customers to do in a mobile app. In the first quarter of 2020, Zelle powered more than 102 million transactions totaling $27 billion for Bank of America customers.

2. Get an internal fintech advocate on board.

Having the right person in the C-suite leading the way in a fintech partnership can make a big difference for a bank. Assign a fintech advocate to devote the attention and resources necessary to help the partnership deliver on expectations. Ideally, a dedicated fintech representative in the bank can serve to educate the fintech provider about the needs of the bank and learn the ins and outs of the fintech solution to relay to the rest of the internal team. Each give-and-take discussion will foster greater alignment and keep the relationship on track. The ultimate objective is to merge the bank and the fintech partner’s goals so that everyone is working toward the same end.

3. Put a premium on the customer experience.

Creating a strong digital customer experience isn’t a one-and-done investment. It involves continuously listening in to how customers behave online over time and adapting your digital strategies on an ongoing basis in response. It’s a long-game investment of time and resources, but it’s worth the effort: Accenture research suggests that nearly half of the banking public would stay loyal to a bank that offered a stellar customer experience. And considering that the 2019 FIS Performance Against Customer Expectations report noted 35 percent of people want to replace their plastic banking cards with digital apps, that experience will be largely digital now and into the future. Leverage fintech partners to improve the digital environment by personalizing experiences based on customer needs as they change over time.

4. Keep tabs on the employee experience, too.

Getting employees on board with your fintech partnership from the beginning will be essential in helping the solution reach its fullest potential. Digitization can be a scary word for traditional bankers who fear job loss to automation and other emerging technologies. This is where a fintech partner can step in to design robust workshops and other educational sessions to show employees how fintech can help them do their jobs more efficiently and provide greater value to customers. The more your employees get onboard for digital transformation, the more innovative thinking and growth you’ll see into the future.

The rise of fintech isn’t slowing down. But banks can leverage the digital expertise of this sector to provide more value to customers. Align objectives, get the buy-in of internal stakeholders and keep a sharp focus on bettering the digital customer experience. And you’ll see your bank and fintech partnership fuel exceptional, tangible results.

This article was originally published in ABA Bank Marketing.

The concept of “infrastructure” goes beyond its hotly debated political meanings. It applies to organizations as much as municipal structures and facilities. In fact, it’s a quite relevant subject for financial marketers to consider.

That’s because the basic organizational structures needed to keep a financial institution competitive are rapidly transitioning from physical to digital. It’s a change accelerated by the pandemic, as has been well documented.

What this means for financial marketers is that digital infrastructure demands more attention — and investment, and Marketing plays an essential role in this. If your customers are in the virtual world, you need the right tools and strategies to reach them there.

Building Digital Marketing Infrastructure

If your institution’s marketing efforts are pieced together with standalone technologies, you’re likely to need an upgrade. Marketers need to build strategies and digital business infrastructures that can speak to one another. Otherwise, digital marketing for financial institutions can become overly cumbersome and negatively impact both brand reach and interactions with the target audience.

Look for technology solutions that integrate across social media management software, marketing automation tools, CRM, and even reviews and reputation management platforms. This will lead to systems that can help map and meet the needs of prospects across all stages of the customer acquisition journey — rather than simply buying tools for various purposes or touchpoints.

Different World:
Digital technology has made it much simpler to switch financial institutions than in the past. The barriers are almost nonexistent.

Digital marketing in financial services is an essential element of digital business infrastructure. If your organization doesn’t reach consumers virtually and provide a strong digital customer experience, consumers are likely to turn to a provider that will. To ensure your organization has the digital infrastructure capable of building customer relationships and growing revenue, focus on the three investments in particular.

Social Selling Strategy

Most bank marketers recognize that an active social media presence is no longer optional, but posting from brand pages alone won’t entice many consumers to engage. With 69% of consumers today actively avoiding advertisements, according to Edelman, brands must rethink social media messaging with the human element in mind.

A social selling strategy, when branded messaging comes from an organization’s individual employees, is the most effective form of social media marketing because people relate to other people more than to big brand names.

Individual employees posting brand-related content on their own pages, however, can increase the risk of compliance missteps without the proper tools. Social media management software that allows marketers to have a holistic view of employee activity on social media can safeguard your brand reputation.

Such tools can house digital libraries of preapproved content so employees can share ready-to-go posts with ease. Software can also automate the approvals process on new employee posts to ensure that no content ever goes live without proper review.

Landing Page Builder

Think of landing pages as your website’s personalized welcome mats. Rather than landing on the homepage and having to stumble around looking for the information they need (and people have little patience for this), prospects and customers can land right where the information is. For example, if a social media post or digital ad offers tips for first-time mortgage seekers, the message can include a link to a landing page on your website that houses more information about mortgages.

You can gate guidebooks and other downloadable resources behind an information capture form on the landing page, prompting consumers to insert their name and email to receive the download. Considering that more than three-quarters of consumers are willing to provide their personal information in return for more personalized services, according to Accenture, landing pages are an excellent tool to provide relevant, valuable content to consumers while capturing data that can help you target outreach efforts to those who are most likely to convert.

Few institutions have the resources available to create landing pages for each promotion, however. And most financial services marketers don’t have the coding or website design expertise to build whole web pages from scratch. That’s where “landing page builders” come in. Such platforms provide prebuilt, customizable templates that allow marketers to quickly and easily build landing pages at scale to capture valuable data while providing customers with more value.

Onboarding Engagement Platform

So you’ve created a suite of digital customer experiences and infrastructures to serve customers and capture prospects in a virtual world. Your tools offer remote deposit capture, peer-to-peer payments, rewards programs, financial education, and more. But what if people don’t use them?

Sometimes, simply putting the options in front of them isn’t enough. Digital banking, though on the rise for some time, can still be a new concept for many. Even if someone is a regular user of mobile check capture, they may not grasp the concept of a digital wallet.

You need to engage customers in an educational way to help them see the value in these tools and understand how to make the most of digital experiences. Onboarding engagement platforms can help your customers adapt to new products and allow you to get more from your digital investments.

When someone opens a new account at your institution, for example, an onboarding engagement platform can walk them through the mobile app the first time they sign on, showing them where and how to deposit checks, transfer funds, redeem rewards, contact customer service, and more. Doing this strengthens the digital customer experience and builds trust along the way.

This article was originally posted on The Financial Brand.

Insurance companies have long viewed social media efforts in a brand marketing light, leveraging social media for creative messaging and building corporate recognition. This is still a worthwhile endeavor, but it’s time for insurance marketers to add another level to their social media strategies: performance marketing.

Performance marketing focuses on social media as a conversion tool, driving lead generation and sales rather than vanity metrics alone. Instead of tracking a post’s comments or reach, marketers can track how many readers click through to customized landing pages, for instance.

This switch can be challenging for stakeholders to understand and accept at first. Larger organizations may have separate marketing teams for different product lines supporting the overall brand.Within those teams, employees may have separate roles for organic and paid social media. For a successful performance marketing strategy, all teams need to share a vision and commitment to driving conversions through social media.Not every post has to convert readers into leads, but it should be part of the journey to getting them there.

If you’re at the beginning of this cultural shift toward thinking about social media from a more performance-driven angle that puts conversion metrics front and center, try these techniques to move the conversation in the right direction:

1. Prioritize internal team education.
Digital marketing is constantly changing — and changing fast. Marketing leaders must give teams the opportunity, time, and space to learn about the latest trends, tools, and social media marketing strategies. The more extensive their knowledge, the more comfortable they’ll be applying out-of-the-box thinking to social media in general.

One excellent resource is Facebook Blueprint, which offers free classes and certifications around marketing on Facebook. Be sure to complement dedicated social media training with analytics training to ensure that everyone knows how to measure the success of social media efforts. Google Analytics Academy is an excellent resource for getting a grip on basic analytics and then diving into more advanced learnings from there. These courses help everyone get on the same page and more fully understand the breadth of possibilities available onFacebook and other social media platforms. 

2. Emphasize that everyone has a role to play.

Regardless of title or job description, everyone in your organization should work toward the same sales goals and understand that both brand marketing and performance marketing are needed to achieve those objectives.

Marketers should coordinate with all departments to ensure that everyone understands their roles and responsibilities when it comes to both building the brand and converting sales. When creating social media marketing campaigns, marketers should also seek out insights from the specific departments to which campaigns will be driving traffic in order to determine the right content, messaging, and metrics for each campaign.

What’s more, agents who are also sharing branded content on social media should understand how their efforts intertwine with other content to lead users down the sales funnel and closer to conversions. By including all stakeholders in the performance marketing strategy, marketers can help everyone view themselves as extensions of the sales team and increase the focus on driving conversions.

3. Combine social branding with tactical messaging.

Every social media marketing campaign should be cohesive, featuring consistent themes, verbiage, and images. Plus, all the promises made in branding copy should be highlighted in more tactical performance marketing content. In essence, the brand messaging sets the tone, and the performance messaging closes the deal by delivering on the promises.

How does this work? Let’s say your insurance company has launched a social media branding campaign highlighting how easy it is to work with your business instead of with your competitors. The performance marketing aspect of the campaign includes a white paper that outlines your specific value propositions and client testimonials to back them up. You link to the whitepaper landing page from the social media branding campaign posts, viewers input their contact information into a form on the landing page to download the whitepaper, and your sales team gets direct access to primed leads. Brand and performance marketing work together to drive sales.

Social media is harder than it was only a decade ago. Platforms have changed their algorithms to make organic content less visible, and social media marketing strategies that rely only on brand messaging and vanity metrics alone won’t cut through the noise. Instead, financial marketers need to use performance marketing efforts that offer real, tangible value to drive sales.

This was originally published in PropertyCasualty 360.

As mortgage demand soars to historic heights, it's good news for loan officers, but it also means the environment is more competitive than ever. Denim Social's CEO, Doug Wilber, joins the American Bankers Association to talk about how banks can use social media support loan officer success and close more deals.

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GUIDES

Denim Social Now Offering Social Media Content Curation with UpContent

Does your financial institution struggle with social media content curation? You’re not alone. With time, compliance and resource constraints, it can be difficult for financial institutions to find engaging and relevant content to fill their social media feeds. Denim Social has a new product to help!

Through an integration with content curation industry leader, UpContent, Denim Social is proud to introduce new features that will give financial marketers the ability to curate collections of relevant, high-quality and compliant social media content.

We get it, searching for content is time consuming and it can be especially tough to find quality content for financial institutions. Our integration with UpContent will bring curated, third-party articles directly to your Denim Social platform. Here’s how it works: 

  • Simply log in to Denim Social to access the curated content libraries. No search engine required. 
  • Curated posts include pre-populated post captions or your team can customize the message to fit your brand. 
  • Select posts to use at the brand level or your marketing team can pre-approve and organize posts for employee use. 
Content Curation Product Preview

Social selling is a powerful strategy for financial institutions to increase reach, drive engagement and build trust with customers. With this new content integration, Denim Social can help your marketing team unlock the potential of employee social media, while maintaining brand consistency and staying compliant. Create pre-approved content libraries and implement approval workflows to keep your marketing team in control. 

Denim Social’s built-in compliance processes work seamlessly with our new curated content libraries. And unlike our competitors, compliance approvals are built-in to our platform.

Want to see our platform and curated content libraries in action? Sign up for a demo to learn how Denim Social can help your institution level-up its social media strategy. 

About UpContent: 

UpContent helps marketing, sales, and HR professionals build trust, deepen relationships, and drive revenue through strategically curated content. UpContent analyzes millions of articles monthly and taps into the collective expertise of their company’s team by empowering individuals to engage with, and enrich, high-quality articles prior to sharing with customers and prospects through one of UpContent’s many social media, email marketing, and website partnerships and integrations. For more information, visit https://www.upcontent.com.

Thank you! Your submission has been received!
Download Guide
Oops! Something went wrong while submitting the form.
ALL GUIDES:

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.

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

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

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.

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.

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!

ABA Study: The Current State of Social Media

See what nearly 430 bank marketers had to say when asked questions such as:

  • Is it important to equip your sales personnel with social media accounts?
  • Does your bank measure the impact of your social media use?
  • 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.

    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.

    GUIDES

    Denim Social Now Offering Social Media Content Curation with UpContent

    Does your financial institution struggle with social media content curation? You’re not alone. With time, compliance and resource constraints, it can be difficult for financial institutions to find engaging and relevant content to fill their social media feeds. Denim Social has a new product to help!

    Through an integration with content curation industry leader, UpContent, Denim Social is proud to introduce new features that will give financial marketers the ability to curate collections of relevant, high-quality and compliant social media content.

    We get it, searching for content is time consuming and it can be especially tough to find quality content for financial institutions. Our integration with UpContent will bring curated, third-party articles directly to your Denim Social platform. Here’s how it works: 

    • Simply log in to Denim Social to access the curated content libraries. No search engine required. 
    • Curated posts include pre-populated post captions or your team can customize the message to fit your brand. 
    • Select posts to use at the brand level or your marketing team can pre-approve and organize posts for employee use. 
    Content Curation Product Preview

    Social selling is a powerful strategy for financial institutions to increase reach, drive engagement and build trust with customers. With this new content integration, Denim Social can help your marketing team unlock the potential of employee social media, while maintaining brand consistency and staying compliant. Create pre-approved content libraries and implement approval workflows to keep your marketing team in control. 

    Denim Social’s built-in compliance processes work seamlessly with our new curated content libraries. And unlike our competitors, compliance approvals are built-in to our platform.

    Want to see our platform and curated content libraries in action? Sign up for a demo to learn how Denim Social can help your institution level-up its social media strategy. 

    About UpContent: 

    UpContent helps marketing, sales, and HR professionals build trust, deepen relationships, and drive revenue through strategically curated content. UpContent analyzes millions of articles monthly and taps into the collective expertise of their company’s team by empowering individuals to engage with, and enrich, high-quality articles prior to sharing with customers and prospects through one of UpContent’s many social media, email marketing, and website partnerships and integrations. For more information, visit https://www.upcontent.com.

    Download the Guide

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    ALL GUIDES:

    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.

    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

    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

    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.

    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.

    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!

    ABA Study: The Current State of Social Media

    See what nearly 430 bank marketers had to say when asked questions such as:

  • Is it important to equip your sales personnel with social media accounts?
  • Does your bank measure the impact of your social media use?
  • 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.

    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.

    RESOURCES

    NEWS
    March 2, 2021

    Denim Social Now Offering Social Media Content Curation with UpContent

    Does your financial institution struggle with social media content curation? You’re not alone. With time, compliance and resource constraints, it can be difficult for financial institutions to find engaging and relevant content to fill their social media feeds. Denim Social has a new product to help!

    Through an integration with content curation industry leader, UpContent, Denim Social is proud to introduce new features that will give financial marketers the ability to curate collections of relevant, high-quality and compliant social media content.

    We get it, searching for content is time consuming and it can be especially tough to find quality content for financial institutions. Our integration with UpContent will bring curated, third-party articles directly to your Denim Social platform. Here’s how it works: 

    • Simply log in to Denim Social to access the curated content libraries. No search engine required. 
    • Curated posts include pre-populated post captions or your team can customize the message to fit your brand. 
    • Select posts to use at the brand level or your marketing team can pre-approve and organize posts for employee use. 
    Content Curation Product Preview

    Social selling is a powerful strategy for financial institutions to increase reach, drive engagement and build trust with customers. With this new content integration, Denim Social can help your marketing team unlock the potential of employee social media, while maintaining brand consistency and staying compliant. Create pre-approved content libraries and implement approval workflows to keep your marketing team in control. 

    Denim Social’s built-in compliance processes work seamlessly with our new curated content libraries. And unlike our competitors, compliance approvals are built-in to our platform.

    Want to see our platform and curated content libraries in action? Sign up for a demo to learn how Denim Social can help your institution level-up its social media strategy. 

    About UpContent: 

    UpContent helps marketing, sales, and HR professionals build trust, deepen relationships, and drive revenue through strategically curated content. UpContent analyzes millions of articles monthly and taps into the collective expertise of their company’s team by empowering individuals to engage with, and enrich, high-quality articles prior to sharing with customers and prospects through one of UpContent’s many social media, email marketing, and website partnerships and integrations. For more information, visit https://www.upcontent.com.

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    OTHER NEWS:

    Marketers in Regulated Industries Can Now Execute Multi-Network Social Media Publishing and Advertising Campaigns While Staying in Compliance

    Denim Social is proud to announce that its platform now offers Instagram publishing, monitoring and analytics. When combined with Denim Social’s existing support for paid Instagram advertising, marketers in regulated industries – like banking, mortgage, insurance and wealth management – can now manage fully integrated and compliant paid and organic campaigns.

    The platform enhancement offers marketers one easy-to-use, intuitive platform to:

    • Manage publishing and advertising for multiple Instagram Business accounts
    • Publish and schedule organic content
    • Maximize reach and generate leads with paid advertising targeted to unique demographics
    • Strengthen strategies with organic and paid advertising performance analytics
    • Stay compliant and engaged with monitoring in one streamlined feed

    With the integration of organic publishing and paid social media advertising in one platform, marketers can take advantage of Instagram’s unique content display and create opportunities for stronger engagement.

    “A robust social media monitoring platform is a must in the mortgage and banking industry. Denim Social has not only allowed us to remain compliant, their platform allows our sales team to successfully post, utilize a library of approved content and monitor their engagement,” said Christine Madrid Overbeck, senior vice president, mortgage division, Goldwater Bank. “The recent expansion to include Instagram is a game changer. The sales team is extremely excited to engage with their clients using one more additional social media channel.”

    Research shows that Instagram outperforms other social networks on engagement and the network boasts more influence on purchase decisions than any other platform. But for many financial institutions the compliance risks have outweighed the marketing rewards of the network. Denim Social is built for compliance and we’re proud to offer the only fully-compliant Instagram publishing and advertising solution in the industry.


    Curious what Instagram can do for your brand? Check out our latest guide or schedule a demo to see the Denim Social platform in action.

    From a platform that employers can use to test software development job candidates to software that aims to improve how companies deploy field services workers, software-as-a-service (SaaS) companies have made a splash in transforming workplaces in 2021.

    Some of the largest employers had to adopt remote working this past year and have declared a willingness to keep some form of it even after the global pandemic subsides, prompting a renewed interest in software tools that can improve and even change business operations in a variety of industries.

    With headquarter locations including San Francisco and St. Louis and Kissimmee, Fla., these startups show that not only does innovation happen anywhere, but that startup funding remains strong and good ideas don’t only happen within the largest tech giants.

    #3 Denim Social

    Top Executive: Douglas Wilber, CEO

    Headquarters: St. Louis

    Denim Social offers social media management and marketing automation software for highly-regulated industries such as banking, insurance and wealth management.

    For these companies, compliance can get in the way of a consumer-oriented marketing campaign, according to Denim Social’s website. The company allows customers to schedule and plan social media content, curate industry-specific articles for audiences and learn about online audiences with analytic reports.

    The company counts AWS, Twitter and Facebook among its partners.

    The company was founded in 2020 through the merger of St. Louis-based Gremlin Social and Iowa-based Denim. The company also raised a $4 million Series A round of funding to increase marketing.

    This list was originally published by CRN and the full list can be viewed here.

    ST. LOUIS, Missouri (September 29, 2020)Denim Social, a social media management tool compliantly scaling the publishing, paid advertising, and landing page experience for financial services, was recently named to the list of “2021 Best Tech Startups in St. Louis” by The Tech Tribune.

    The Tech Tribune took four factors into consideration when creating their list including revenue potential, leadership team, brand/product tractions, and competitive landscape. They also stated that all companies must be independent (un-acquired), privately owned, at most 10 years old, and have received at least one round of funding in order to qualify.

    “We are excited to be recognized by The Tech Tribune as one of the best tech startups in our local community of St. Louis. At Denim Social we are working to humanize the social media experience at scale for financial services by providing solutions for brands, branch locations and advisors from one highly intuitive platform. We are in great company with the other companies recognized and it’s an honor to be included in this list,” said Doug Wilber, CEO of Denim Social.

    We’ve Raised $4 Million in Series A Funding to Fuel Growth

    Today, we have important and exciting news to share. St. Louis-based Gremlin Social and Des Moines-based Denim have merged to form a new company called Denim Social.

    Denim Social empowers marketers in regulated industries to build stronger customer relationships on social media with tools that manage organic content and paid advertising in one platform.

    Denim Social provides social media management and marketing automation software built to meet the needs of regulated industries including banking, insurance, mortgage and wealth management. The merger brings together our complementary product offerings and provides a significant market opportunity in both insurance and financial services.

    During times like today, it’s more important than ever for brands to use social media to build deeper, more meaningful relationships with consumers and their communities. But we also recognize that compliance remains a significant barrier in many regulated industries. By merging our technology and expertise, we are providing an industry-leading, all-in-one solution.

    Our platform is the only social media management software that humanizes the social media experience at scale by providing solutions for brands, branch locations and advisors from one highly intuitive platform. Additionally, we’re proud to maintain the exclusive social media management endorsement from the American Bankers Association.

    New Funding to Drive Growth

    We’re equally excited to announce that we’ve raised our largest investment round to date – a $4 million Series A. Led by St. Louis-based Hermann Companies, the new funding will allow us to scale faster, enhance and expand our product offering and grow market share.

    As part of the Series A raise, Rick Holton, Jr. is joining our Board of Directors. Rick has a proven track record of scaling business-to-business fintech solutions and has a unique skill set that will help us develop a more robust digital engagement platform.

    Soon, we’ll share more details about enhancing our product capabilities for social media publishing, listening, analytics, compliance and team management. And, we look forward to delivering new and amazing products for our customers and partners.

    Culture and Teams

    When we began talking about merging our businesses, two of the most important elements of the conversation were focused on our company cultures and team members. We’re extremely excited that all of our team members have made the transition to Denim Social. Doug serves as our CEO, Gregory serves as president and chief product officer and Josh Dennis is our chief technology officer.

    Our company now consists of more than 20 dedicated team members across St. Louis, Des Moines and Birmingham. Like many of you, we’re currently working remotely and looking for more team members to do the same. And, in the coming days, we’re excited to post several new job openings across engineering, marketing, sales and customer success.

    DES MOINES, Iowa (October 15, 2018)Denim Social, the most intelligent mobile marketing platform for financial services, has been named to the InsurTech 100 list by London-based FinTech Global, provider of comprehensive data, insights, and analytical tools to the global fintech industry.

    As incumbent financial institutions grapple with rapid innovation and digital transformation challenges, FinTech Global produced the InsurTech 100 list to identify the 100 innovative companies that every leader in the insurance industry needs to know about in 2019.

    “All insurance companies are aware they need to re-think their business models,” said Richard Sachar, a director of FinTech Global. “The InsurTech 100 identifies some of the solution providers that could become their competitors or partners in the next few years.”

    According to FinTech Global, insurtech is one of the largest and most important sectors within the fintech space. Over $7 billion has been invested in insurtech solution providers since 2015 as insurance and reinsurance firms as well as investors realize the huge impact new digital models are having on the industry.

    The InsurTech 100 companies were chosen by a panel of industry experts who reviewed an analysis of 637 insurtech companies. Companies that made the final cut were recognized for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements across the insurance value chain.

    “The Denim team is extremely honored to be named one of the 100 most innovative insurtech companies in the world — and one of only 39 in the U.S,” said Gregory Bailey, CEO and founder of Denim. “It takes an awesome team to build products and services that create impact and transform businesses. I’m fortunate to be building Denim alongside an awesome team.”

    A full list of the InsurTech 100 can be found at TheInsurTech100.com. More detailed information about each of the companies is available to download in a research pdf.

    About Denim Social

    Denim Social is making marketing personal, at scale. Designed with today’s mobile and social consumers in mind, Denim’s patent-pending, data-driven platform saves time and money by enabling marketing teams to create and manage micro-targeted mobile and social media ad campaigns on behalf of local representatives. With a focus on delivering a simple and intuitive experience, Denim not only delivers results, it’s enjoyable to use. To learn more, visit denimsocial.com.

    ST. LOUIS (Sept. 19, 2018) — Denim Social, a social media marketing solution featuring the only American Bankers Association-endorsed compliance tools, recently acquired two companies as part of its strategic expansion: VidVerify, a video-based communication platform for mortgage lenders, and Insight CRM, a SaaS solution for social media management.

    By integrating VidVerify and Insight CRM into its existing capabilities, Denim Social will bolster its product offering for its 260-plus financial services clients who use the platform every day to compliantly distribute social content on behalf of their brands, branches, and employees. Doug Wilber, a fintech industry veteran, will join the company as Denim Social’s new CEO, while Ben April, CEO of VidVerify, will step into the role of chief operating officer. Josh Dennis, founder and CEO of Insight CRM, will join as the company’s first-ever chief technical officer.

    “This is a growth story,” Wilber said. “This is about three industry-leading platforms joining forces to become the best-in-class social media marketing suite for companies in regulated industries. These new partnerships and our new executive team give us the ability to dive more deeply into all sectors within the financial services industry, better serve our customers, and position us well for rapid growth.”

    Denim Social was founded in St. Louis in 2011. In October 2015, Denim was endorsed by the ABA as the recommended platform for social media marketing, monitoring, and compliance for all ABA member banks. VidVerify was founded in St. Louis in 2010, and Insight CRM was founded in Birmingham, Alabama, in 2011.

    As part of its overall growth strategy, Denim Social will leverage the acquisitions to expand the company’s scheduling, management, monitoring, and compliance tools for companies in all regulated industries and across all social media platforms. It’s also quickly securing its position as a robust sales enablement platform, offering financial institutions the ability to personalize and distribute content that engages with customers in a way that makes the institutions true thought leaders in the community. In the past year, Denim Social has increased revenue by 65 percent.

    “Through our new partnership, we’ll be able to offer an easier-to-use, more comprehensive product for clients in compliance-heavy industries that might think they can’t use social media effectively,” said April. “Our platform can be a key differentiator for organizations in these industries. We’re excited to explore all the potential opportunities the company has now.”

    For press inquiries or more information on Denim Social’s recent acquisitions, contact CEO Doug Wilber at info@denimsocial.com.

    Connect & Convert on Social

    Successfully scale conversion optimized campaigns across all social media channels with built-in compliance, publishing tools, and more.
    Book a Demo

    RESOURCES

    VISION
    March 2, 2021

    Denim Social Now Offering Social Media Content Curation with UpContent

    Does your financial institution struggle with social media content curation? You’re not alone. With time, compliance and resource constraints, it can be difficult for financial institutions to find engaging and relevant content to fill their social media feeds. Denim Social has a new product to help!

    Through an integration with content curation industry leader, UpContent, Denim Social is proud to introduce new features that will give financial marketers the ability to curate collections of relevant, high-quality and compliant social media content.

    We get it, searching for content is time consuming and it can be especially tough to find quality content for financial institutions. Our integration with UpContent will bring curated, third-party articles directly to your Denim Social platform. Here’s how it works: 

    • Simply log in to Denim Social to access the curated content libraries. No search engine required. 
    • Curated posts include pre-populated post captions or your team can customize the message to fit your brand. 
    • Select posts to use at the brand level or your marketing team can pre-approve and organize posts for employee use. 
    Content Curation Product Preview

    Social selling is a powerful strategy for financial institutions to increase reach, drive engagement and build trust with customers. With this new content integration, Denim Social can help your marketing team unlock the potential of employee social media, while maintaining brand consistency and staying compliant. Create pre-approved content libraries and implement approval workflows to keep your marketing team in control. 

    Denim Social’s built-in compliance processes work seamlessly with our new curated content libraries. And unlike our competitors, compliance approvals are built-in to our platform.

    Want to see our platform and curated content libraries in action? Sign up for a demo to learn how Denim Social can help your institution level-up its social media strategy. 

    About UpContent: 

    UpContent helps marketing, sales, and HR professionals build trust, deepen relationships, and drive revenue through strategically curated content. UpContent analyzes millions of articles monthly and taps into the collective expertise of their company’s team by empowering individuals to engage with, and enrich, high-quality articles prior to sharing with customers and prospects through one of UpContent’s many social media, email marketing, and website partnerships and integrations. For more information, visit https://www.upcontent.com.

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    SIMILAR POSTS:

    In an environment that is increasingly digital, home lending is a golden opportunity to build customer relationships that span decades. Maintaining human connection doesn’t require lenders to turn their backs on tech; in fact, the right tech can help deliver a more personalized experience for borrowers. In this webinar with Sales Boomerang, we talk with industry leaders about humanizing the mortgage customer experience by using technology to curate content and create opportunities that are highly valuable, relevant, and timely.



    How Denim Social Works With Agency Partners to Create Consistent,Compliant Digital Marketing for Financial Services

    Many financial institutions partner with outside agencies to create digital marketing experiences. They hire agencies to do what they do best: build connections to customers in creative ways. Even with this support, however, financial services marketers still have to ensure every piece of digital marketing stays compliant and distribute those pieces to their brand, branch, and employee feeds.

    That’s where Denim Social fits into the picture — not as a replacement for agencies you’re already working with, but as a tool to boost their efforts. Financial institutions can turn to Denim Social to work with agency partners to activate more effective, efficient, and compliant social media marketing strategies. When agencies can rely on our compliance and management platform to cover the logistics behind social media marketing, they can focus all of their energy on crafting impactful campaigns. And financial institutions can get more out of their marketing dollars.

    Here’s how we can work with agency partners to support financial institutions’ social media strategies and digital marketing efforts:

    1. Curated Content for Social Media

    So you’ve hired an agency to craft your social media marketing strategy and write attention-grabbing, interest-piquing posts. But not all of your social media posts should be new content. Your brand and employees should also share relevant news or helpful guides from other reliable sources.

    You don’t need to task your agency partners with curating existing material Denim Social can free up their time to focus on creating new campaigns with our curated content support.​ Our integration with content curation industry leader UpContent brings relevant, curated articles directly to the Denim Social platform, so marketers or agencies don’t have to be responsible for sourcing every post. That means a lot, especially for financial institutions running social selling campaigns where hundreds or even thousands of employees post brand-related content.

    2. Social Media Compliance Tools

    The last thing any digital marketing agency wants is to create content that will land your brand in regulatory trouble. But financial institution marketers understand that even one noncompliant post could be a big problem. Denim Social can serve as the compliance checkpoint between the content an agency creates and the public, ensuring no posts go live that shouldn’t.

    Our platform offers keyword and phrase filtering to bring any creative copy with potentially noncompliant messaging to your attention — before it goes live. What’s more, automated approval workflows can streamline agencies’ communication with financial institution marketers, compliance teams, and other stakeholders to get the proper sign-off on every post with ease. Marketers also know they must record every social post and interaction in case they get audited by regulatory agencies, but agency partners shouldn’t have to focus their efforts on administrative tasks and record-keeping. That’s where Denim Social can help with automatic archiving tools to get tedious tasks out of the way and let agencies do what they do best. 

    3. Paid Social Media Management
    Denim Social can work with agencies to deliver the best possible results for paid social media advertising. Our proprietary social media ads manager automatically optimizes ads’ performance and consolidates all social media platforms into one easily accessible dashboard for a one-stop shop.

    When agencies can efficiently manage and optimize ads, they can easily scale campaigns at the brand, location, and advisor level. And when agencies can scale further and deliver more results, financial institutions get more bang for their agency buck.

    4. Accurate, Data-Driven Results

    Financial institution leaders need data to inform the smartest and most impactful decisions when determining where to allocate their marketing budgets. So agencies must provide that data to prove their worth beyond vanity metrics alone. Denim Social can help by clearly connecting social media campaigns to real business results.


    For example, agency partners can easily create landing pages for each campaign using our Landing Page Builder. From there, they can incorporate landing page links into the social media marketing strategy and track analytics to see how many prospects followed the digital journey from social post to landing page to getting in touch to learn more. Essentially, social media can drive conversions — which translates to more profit for your institution. And Denim Social can help provide the analytics agencies need to prove it.

    Successful digital marketing for financial services has to cover a lot of bases. It must be relevant, consistent, and compliant. Few financial institutions can do all of that on their own — and even their agency partners can use a hand to create more efficient and effective campaigns. That’s whereDenim Social fits into the mix. We don’t replace agencies: We support them in creating the strongest possible social media marketing strategies for financial institutions.

    Did you know that 50% of Instagram users become more interested in a brand when they see an ad for it? Brands are using social media advertising to drive awareness for their products and services among highly targeted audiences -- and they’re hitting business goals doing it. Want to learn how to get started with social media advertising? Watch our webinar “Elevate Your Social Strategy with Paid Advertising”  to find out how to easily get started with social media ads.

    Retail banks in the U.S. are facing a major customer attrition challenges. According to a recent Bain report, customers make as many as 55 percent of financial-related purchases from their primary bank’s competitors. While primary banks may be able to retain customers’ savings and checking accounts, the report suggests that they’re likely losing out on lucrative sales when it comes to loans, credit cards and investments.

    Considering that almost one-third of those who defected from their primary bank did so in response to a direct offer from a competitor, wise marketers will up their customer engagement and outreach efforts to retain more customers. Affordability of products is the top reason for customer defection, which marketers may not have much say in, but it isn’t the only contributing factor. Digitization has also been a major catalyst. Namely, the strong digital products and experiences that some banks offer—and others do not.

    Bank marketers who can jump onboard the digitization train to meet customers where they are with engaging, valuable messaging will be much more likely to keep customers coming back again and again for each of their financial needs. The following strategies can help:

    1. Put the human element front and center

    Traditional banks have an innate advantage over digital direct banks: The human touch. Leveraging this benefit, especially when it comes to increasingly digital customer interactions, can lead to measurable improvements in customer retention.

    One way to ensure the human touch remains part of every customer touchpoint is to focus on personalization. A February Insurance Thought Leadership piece revealed that 72 percent of people ignore marketing that’s not highly personalized. So targeting relevant content to the right recipients is essential, especially when digitization can easily strip the human element out of an interaction. Personalizing messaging and services to be relevant and valuable to the specific needs of each customer can bring the human element into focus even in a digital world.

    One way to create more relevant, personalized outreach is to practice social selling, or leveraging a bank’s employees on social media. People can relate more to other people than they can to big brand names. When your employees are the ones getting in front of customers virtually, it humanizes the digital customer experience and sets the stage for trusting and loyal relationships to come. What’s more, employees also tend to have further reach and engagement on brand-related social posts than brand pages alone, so they can expand the impact of your messaging exponentially.

    2. Create digital pathways to human interactions

    When considering how to anchor all digital marketing for financial services around the human element, keep in mind that every pathway should connect prospects and customers directly to a human.

    For example, a social media post from an employee could include a link to a landing page on your website where visitors can learn more valuable information on the topic of the post. On that landing page, you can include valuable content, such as a guidebook, behind an information request form. When users submit their names and email addresses, they will receive the content and your sales team members can reach out to them directly with a human-centric, personalized outreach approach.

    When prospects and customers know they’re just an email or phone call away from a real person at your organization, they’re likely to turn to you instead of an impersonal digital direct bank for their next financial need.

    3. Focus on customer retention just as much as acquisition

    Bringing in new prospects gets a lot of attention from financial services marketers, sometimes at the expense of retaining current ones. But focusing on customer retention and continuously improving the digital customer experience will help secure more revenue when it comes to additional services such as loans and credit cards.

    Listen to the needs of customers and keep refining your personalization tactics to meet their needs. Every time you get in front of a current customer with relevant, valuable messaging or content, you help build trust in that relationship and increase the chances of that customer coming to you for whatever service they need next.

    It’s true that people will always be drawn to brands that offer more affordable products and services. But money isn’t the only reason people look outside of their primary bank to fulfill their financial needs. Banks that differentiate by focusing on digitization alongside the human element will find that it’s easier to keep current customers from looking for greener pastures.

    This was originally published on ABA Bank Marketing.

    If you want your business' content to reach consumers, having a presence on Instagram is a given. It is, after all, the second most popular social media platform behind Facebook. But to make the most of your Instagram Page -- to attract and engage visitors, drive them to your website, and convert them into leads (and, eventually, customers) -- you need to optimize your Instagram presence. Get all the info you need to get started with Instagram fundamentals.

    Financial Services companies should be marketing and advertising on Instagram, but the Denim Social 2020 Social Media Benchmark Report for Financial Services shows less than 40% of institutions have adopted the platform. If you're considering starting an Instagram page, consider these basics for setting up your business profile.

    Download the infographic

    Looking for more guidance on Instagram? Check out our guide, Stronger Customer Relationships on Instagram.


    Connect & Convert on Social

    Successfully scale conversion optimized campaigns across all social media channels with built-in compliance, publishing tools, and more.
    Book a Demo