November 1, 2021

Holiday Social Media Posting: Best Practices for Posts this Holiday Season

For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

User Generated Content - Get People Talking

  • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
  • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
  • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
  • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
  • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
  • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


Highlight Your Organization and Community

  • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
  • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
  • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

Focus On Giving Back

  • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
  • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
  • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
  • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

Holiday Hashtags Calendar

  • Every Thursday in November: #ThankfulThursdays
  • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
  • November 26th: #BlackFriday, BlackFriday2021
  • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
  • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
  • November 30th: #GivingTuesday, #GivingTuesday2021
  • Every Friday in December: #FestiveFridays
  • December 31st: #NYE2021

And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

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November 1, 2021

Holiday Social Media Posting: Best Practices for Posts this Holiday Season

For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

User Generated Content - Get People Talking

  • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
  • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
  • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
  • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
  • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
  • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


Highlight Your Organization and Community

  • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
  • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
  • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

Focus On Giving Back

  • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
  • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
  • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
  • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

Holiday Hashtags Calendar

  • Every Thursday in November: #ThankfulThursdays
  • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
  • November 26th: #BlackFriday, BlackFriday2021
  • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
  • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
  • November 30th: #GivingTuesday, #GivingTuesday2021
  • Every Friday in December: #FestiveFridays
  • December 31st: #NYE2021

And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

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SIMILAR POSTS:

Eureka! You’ve found the perfect news article to link to in a social media post. It’s from a trustworthy news source, has a great headline and image, but then you see it. Whomp whomp... this article promotes your competitor.

Choosing third-party news content for your social media feeds can be a challenge for a number of reasons, but the last thing you want is to give your competitors love in your post. There’s no hard and fast rule for deciding if an article is good to post, but here are a few general guidelines we share with our Denim Social customers.

If the article is sponsored by a competitor: Skip it!

Increasingly media outlets are working with brands to create sponsored content. It may read like a regular editorial article, but look closely, if it includes a “brought to you by” or a “created in partnership” disclosure, it may be sponsored. If the article was bought by your competition, it will serve their business goals. Best to avoid these in your posts.

If the article contains a quote from a competitor: It depends.

Media outlets use quotes to bring their stories to life with expert perspectives. If your team tries to avoid all news articles with quotes from competitive experts, you can quickly find yourself without any third party content. News content brings authenticity to your social feeds and builds trust. The tradeoff is that not all of the content will include your experts. Read quotes critically and only post articles that support your institution’s strategies and values. It’s about finding the right balance for your team.

If the article contains banner ads from a competitor: Use it.

Banner ads are ubiquitous and you probably feel like you’re seeing promotions for your competitors all the time. That’s because you are. If you frequently visit competitor websites, search for them or click on their promos, you will be served their digital ads. In all likelihood you’re more actively engaging with your competitors compared to the average consumer. Our online habits vary widely and digital ads change quickly, which means your target audience probably won’t be served the same ads as you see. Don’t let one competitive banner ad stop you from sharing that fantastic news article.

Financial marketing presents plenty of challenges, but don’t let competitor concerns stop you from making the most of social media and digital strategies. Using these handy tips and trusting your own expert instincts, you can avoid a competitive social media misstep.

If you’re struggling to find the right content for your financial institution’s social media posts, we can help. The Denim Social platform offers financial marketers the ability to curate collections of relevant, high-quality and compliant social media content. Learn more here.



Financial institutions of all sizes have realized the value of social media and digital marketing to reach prospects and customers today. Modern data and analytics make it possible to track the impact of your efforts, but it can be difficult to see how your institution compares to others when it comes to digital strategy.

That’s why Denim Social teamed up with researchers from Washington University in St. Louis to analyze more than 150,000 social media posts from financial institutions. We used the findings in our 2020 Social Media Benchmark Report for Financial Services to answer the question: How are we doing on social media?

Keep reading for a rundown of our most telling findings and insights from 2020 that can help you optimize your social media marketing strategies in 2021 and beyond.

The Best Social Media Platforms for Marketing Financial Services

First, let’s dive into where financial services marketers are putting their attention online. Then, we’ll look at how marketers can strengthen strategies across these platforms to make more connections and drive business goals.

Facebook: The first social stop for financial services providers

Facebook is the most popular social platform for financial services institutions with 82% of those surveyed active on the platform. Yet most institutions still have room to further optimize their Facebook social media strategies. More on that later.

Other platforms that go underutilized but deserve more attention are LinkedIn,Twitter, and Instagram. You don’t have to be on all of these platforms to have a strong and holistic approach, but you should have a working knowledge of each one to make the best-informed decisions about where and how to reach prospects and customers online.

LinkedIn: A winning social avenue for smaller financial services organizations

According to our research, fewer than two-thirds of banks, insurance companies, credit unions, and similar entities consider LinkedIn as a marketing vehicle.But LinkedIn can help brands, especially smaller ones, boost their visibility and foster more connections. Personnel at smaller financial services organizations tend to form closer relationships with clients, and LinkedIn is an excellent avenue for sourcing customers, making inroads with them, and maintaining strong connections throughout the relationship.

The first step to setting up a LinkedIn account is to create a brand profile.Then, encourage employees to share brand-related content on their own channels with a strategy known as social selling. Putting human faces behind your content can help you built trust and connections. Consider working with your executive team to develop a social media engagement calendar to guide brand and employee posts.

Twitter: Ideal for financial institutions ready for a fast-paced, hashtag-heavy forum

Only about 36% of financial institution marketers are using Twitter on a regular basis. Many worry about staying in line with important compliance regulations on such a fast-paced platform. With the right tools and approach, however, financial institutions can see great benefit from focusing more on Twitter, especially when it comes to sharing more newsworthy items. Twitter is where many people go to learn about what’s happening in the world in real time.

Banks and other financial brands can use automated software to conduct social listening for specific hashtags. This can show you what trends and discussions are hot in the industry and among customers so you can weigh in. Social media management software can also help streamline review and approvals processes for brand-related tweets, so marketers can rest easy knowing every post that goes live will be compliant.

Instagram: The unsung social media platform for financial brands

Many financial institutions lack any kind of Instagram marketing strategy because they aren’t sure Instagram holds relevance. It does, especially for brands looking to reach younger customers. The platform is popular amongGeneration Z and Millennial users, and about four-fifths of Instagrammers follow a favorite brand. This means it’s an ideal place to get in front of younger audiences looking to learn how to attain and grow wealth.

Remember the importance of paid advertising as you plan your Instagram marketing strategy. Posting organically to your brand's Instagram feed is still important — and DenimSocial can help you do it compliantly with our new Instagram publishing, monitoring, and analytics features. But organic posts tend to have low reach because they only show up in the feeds of those who follow the brand.

With paid advertising, however, you can target ads to land in front of exactly the right people — even if they're not following you. Instagram ads also allow you to include a direct call to action in the post, giving viewers a clear path to learning more about your brand. Denim Social's platform helps marketers create ads at scale, both for the brand and individual advisors. Targeting ads to Instagram users in advisor's geographical areas can help build local connections.

Best Practices Across All Platforms

As we analyzed thousands of social media posts from financial institutions, we pinpointed a few growth opportunities across posts on all platforms. Whether you’re looking to revamp your current strategy or get started on one of the platforms above altogether, keep these two major tips in mind:

1. Audit your posts for self-promotion.

One of the biggest areas for improvement involves the content institutions share and post on social media. Our research shows that one-third of financial institution social media posts are about companies' offerings, but users don't appreciate being bombarded with promotional posts; about half will unfollow a brand on social media if they do too much self-promotion.

If you’re feeling that your credit union, insurance company, or bank social media posts have fallen into self-absorption, don’t despair. Instead, create more opportunities to provide value to and foster connection with your audience with a couple of modern financial services marketing strategies:

Let employees be the voice behind the brand. Consumers want to hear from real people — not big brand names — on social media. Enable and encourage employees to share brand-related content with their own networks. This is social selling, and it aims to set the foundation for greater trust and stronger connections by putting real human faces behind branded posts. You’ll expand your reach while humanizing your brand. Of course, having many employees posting about the brand raises some compliance concerns, but a comprehensive social media management software like Denim Social’s can help you keep everything within bounds by automating approval workflows, housing pre-approved content, and more.

Provide value with educational content. A recent report from the National Financial Educators Council found that a quarter of American adults surveyed said they had no source for financial advice. That's a huge opportunity for your team to step in and be the resources your audience needs. Create and share valuable resources like how-to videos, online pamphlets, easy-to-use calculators, and step-by-step guides. This approach puts the focus on prospects and customers rather than the brand, but it also showcases the brand’s financial expertise and eagerness to help. You’ll become a trusted source for audience members looking to become smarter money managers.

2. Practice strategic linking.

Another major stumbling block we uncovered in our analysis has to do with linking in social media posts. Approximately 80% of financial organizations don't include any links in their posts, which means most are missing huge opportunities to drive more conversions.

Think about it: Someone visits your social media page. Your latest content is about the future of mortgage rates. But you don’t add a link to your own institution’s mortgage rates or other information. So what’s your curious reader going to do? They might Google the topic and end upon a competitor’s website.

Don’t let this happen. Instead, include the following three types of links:

External links: For every six posts you schedule, try to make four informational and evergreen. These posts should include links to trustworthy, non-competing sites with informative and educational resources.

Landing page links: Landing pages can be a valuable part of your internal website real estate. They allow you to gather personal information from visitors in exchange for something like an exclusive whitepaper download. Make sure 1 in every 6 social media posts contains a landing page link. If you don’t have landing pages on your website and aren’t sure how to start making them, check out our easy landing-page builder — no coding or website design experience required.

Owned content links: This is where tactful and strategic promotion can come into play. On social posts that don’t include external or landing-page links, include links to relevant on-site content. These could be blog posts, videos, or service offering pages. Just make sure the content on the link matches up with the tone and focus of the post. For instance, you wouldn’t want to post about home improvement loans and include a link to an article about 401(k)plans.

Social media is the name of the game in marketing for financial services — and most organizations already know that.But how do your strategies measure up to the competition? Are you on the right platforms and sharing the right types of posts to reach your target audience, provide value, and ultimately drive more conversions? Dive further into our 2020 Social Media Benchmark Report for Financial Services and request a custom report today to answer those questions and optimize your social media strategy for the future.

When it comes to connecting with consumers all over the world, where should you turn? Social media. Denim Social CEO, Doug Wilber, joins Sue Woodard on the Fresh Takes by Total Expert podcast to shine a light on the power of social media and utilizing it to nurture customer relationships. Doug answers the million-dollar question, “How does your brand connect with consumers on social media?”

Where Are the Biggest Opportunities to Use Social Media in Financial Services?

Denim Social's 2020 Benchmark Report shows that most financial institutions — 82% of those surveyed — are using Facebook to reach their audiences. It’s a great place to start, but Facebook is only the tip of the iceberg when it comes to social media strategy for financial services.

Your customers are active in many other places online, so why not meet them there? Our research shows that a few other valuable social media platforms are going underutilized. Let’s dive into whatInstagram, LinkedIn, and Twitter have to offer and how financial services marketers can best use each platform.

1. Instagram

As far as unsung social media platforms in financial services go, Instagram tops the list. The Benchmark Report reveals that it's the least adopted platform across all asset groups of financial services, and that’s a huge missed opportunity.

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, 80% of Instagram users follow at least one business account and 60% use the platform to discover new products.


If you’re already on Facebook, getting started on Instagram is a breeze. You can sync your Instagram account with your Facebook Business page and create content simultaneously for both platforms, saving both time and money. That's an excellent place to start, but from there, you'll want to begin creating Instagram-specific ads with extra visual content such as photos and videos.

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.

What's more, you can create localized ad campaigns on Instagram to connect your individual employees with customers inclose geographical proximity. A local face in someone's feed is much more likely to capture their attention than a brand ad alone. Denim's social media management tools can help you organize and run localized ad campaigns with ease.

2. LinkedIn

Our research revealed that only about 63% of financial services providers in smaller asset groups use LinkedIn, and those that do use it don’t post as frequently as larger institutions. But smaller organizations might have the most to gain from LinkedIn. Employees at smaller companies are likely to know their customers on a closer level and can utilize LinkedIn to build and maintain those relationships.

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 double the engagement of brand pages alone.

3. Twitter

Like Instagram, Twitter use is also low across all financial services asset groups with an average of 36% adoption. 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 Facebook, it’s time to level up your social media marketing strategy by diving into Instagram, LinkedIn, and Twitter as well. 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.

Gone are the days of sharing helpful, compliant content organically from your bank’s social media profile and seeing significant reach and engagement.

Social media platforms today frequently update their algorithms to make branded content less visible. In January, for example, Facebook announced algorithmic changes to filter every post through integrity filters, a multifaceted scoring system and even a contextual pass.

You might be wondering whether social media is even worth the try anymore in the broader scope of marketing efforts. The answer is a resounding yes. Your prospects and customers are still on social media, perhaps more than ever before. For example, 86 percent of Baby Boomers use social media daily. That’s only 3 percentage points less than Gen Z. With physical banking on a downward trend, banks have to meet people where they are if they want to continue making connections and building relationships.

The following steps can help financial services provider skirt tricky algorithms to get in front of the right audiences:

Don’t avoid organic altogether: Organic social media is still an important jumping-off point, and a key asset to help your brand cut through is your employees. Research from LinkedIn shows that employees have 10 times the following on LinkedIn compared to their employers and that employee posts on LinkedIn create twice the engagement. When employees share with and engage customers and prospects from individual accounts, they humanize the brand beyond brand profiles alone — in the eyes of audiences and algorithms.

Social media algorithms favor people and person-to-person conversation. Because more engagement means greater algorithmic scoring, you can bet that the more people who engage with an employee post, the more social media users will see that post in their feeds.

Pay to play: Of course, one of the biggest advantages of organic social media is that it’s free — but paid advertising doesn’t take a huge investment, either, and the returns can be well worth the initial spend and effort. Consider, for instance, pulling back your marketing budget from traditional out-of-home advertising tactics that have lost their impact as people stay home and reallocating the spend toward paid social efforts.

Paid ads actually help you optimize your advertising budget more than organic alone because you can target them. You can build a targeting strategy based on your ideal persona’s demographics, activities, interests, etc. — which means you can make better-informed decisions about what content to share with whom. Audiences will appreciate the posts’ relevance, and bank associates will appreciate knowing that social media outreach efforts aren’t wasted on the wrong audience.

Provide value with content: While great content isn’t the only thing you need for success today, it is still a crucial factor because it serves as a helpful resource for audiences. Think beyond promotion when creating and distributing ad content. Consider how to create real value.

Content should both highlight your expertise and help educate readers. Guidebooks, blog posts and videos are among many valuable content tools. And you don’t have to limit a post to include only one of them. Instead, link to a landing page on your website from a social media ad. Viewers will go to the page that houses all the relevant, valuable content they want.

What’s more, if you include form fields requesting visitor information in return for downloading some of that content, you’ll get valuable consumer data in your hands that can help you drive more conversions.

Think strategically about retargeting:  To further optimize your approach for even greater ROI, consider retargeted advertising. This means serving social media advertisements to people you know already engage with your website, social media pages or content.

Don’t just retarget campaigns to every person who has ever shown interest in your brand, however. This approach is likely too broad to create much impact, especially when customers today are all about personalization. Instead, divide your audience into segments and create specific campaigns for each.

For example, people who visited your blog might be more receptive to more educational content, while those who visited your contact page might be closer to conversion and ready to hop into a conversation with your sales team. Even in retargeting, precision is the name of the game.

The bottom line is: If your bank’s social media strategy is only organic, you won’t see enough ROI to justify your time and effort. But if you level up with employees, paid advertising and valuable content, you can optimize your efforts beyond what even the best organic strategy would allow to overcome algorithmic roadblocks and get in front of exactly the right people.

This article was originally published on BAI.org.

Instagram stands out as the shining star of social media platforms. While Facebook still reigns supreme, Instagram is quickly catching up fast with more than 1 billion users worldwide today — up by 73.5 million since 2020.

With users under age 34 making up nearly half of this user population, financial services marketers looking to reach younger generations should take note. And with an estimated sum of $68 trillion in wealth expected to transfer from Baby Boomers to Millennials in the next couple of decades, Millennials are a worthwhile target.

Studies predict that, after inheriting wealth, 80% or more young heirs will seek out a new financial advisor. Considering that 9 in 10 accounts follow at least one business on Instagram and 8 in 10 users find new products and services in the app, it’s a safe bet that Instagram will be a place to influence many Millennials. Wise financial services marketers will meet them where they are with strong Instagram marketing strategies, and the following tips can help:

1. Focus on paid ads

Instagram is a visual platform for sharing photos and videos, so it’s important for brand pages to populate their profiles with organic posts. While this presence is important, organic content isn’t what will move the needle on business goals. Financial services aren’t exactly visually interesting, and organic posts tend to have low reach as they only show up in the feeds of a brand’s current followers. Without the ability to include hyperlinks in captions, they also won’t drive any traffic back to your site. If you want to build the type of following needed to generate new business, including paid advertising in your Instagram marketing strategy is your ticket.

With Instagram advertising, institutions and advisors can target ads to land with exactly the right audience — even outside their follower base — and include links in posts to drive more traffic to the brand. With a specific call to action that directs consumers to learn more about a topic, Instagram ads offer a straight-line path to giving customers the valuable information they desire — in their own time and at their own place. What’s more, Instagram advertising is seamlessly integrated directly into Instagram feeds and stories, creating a smoother user experience all around.

2. Connect with consumers on a local level

Instagram marketing on the corporate brand level is a great starting point, but advertising on behalf of your individual advisors can take your strategy to the next level. Think of it this way: If a consumer sees a well-known brand on social media, they might recognize the name, but they won’t feel an intrinsic connection beyond initial familiarity. In contrast, they’ll feel familiarity and an immediate connection when they see a post from an advisor in their own community. Consumers want to build relationships with brands, and a shared community is a great starting point.

Of course, most advisors and other financial services employees are not experts on how to market the business on Instagram. And marketers know they must keep all social media marketing for their financial institutions compliant to avoid heavy regulatory reprimands. To keep posts compliant, save employees time, and help them build relationships with consumers in their physical communities, financial services marketers can set up and run ads on their behalf.

3. Micro-target content to your audience

As big-name brands like Amazon continue to elevate the digital customer experience with seamless customer service, purchasing, and delivery, customer expectations are higher than ever before. When customers evaluate a financial institution, they compare it not only to other organizations in the industry, but also to tech giants in any industry that give them exactly what they need when they need it.

They expect a high level of personalization and convenience, and Instagram marketing with paid advertising can help you give it to them. Match basic behavioral and geographic data to potential customers on Instagram to target ads, and then track clicks, engagements, and post-click actions. These data points don’t indicate much on their own, but together they offer a rich story about what consumers want. Continually refine your strategy with these data points in mind to deliver the kind of highly personalized experiences your audiences want on Instagram.

With a large Millennial user base that engages actively with brands online and the ability to target highly personalized ads to exactly the right audiences, Instagram is a must-have in any financial services marketing strategy. To learn more about how Instagram marketing can work to drive your business forward, download our guide to building stronger customer relationships on Instagram for free today.

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GUIDES

Holiday Social Media Posting: Best Practices for Posts this Holiday Season

For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

User Generated Content - Get People Talking

  • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
  • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
  • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
  • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
  • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
  • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


Highlight Your Organization and Community

  • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
  • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
  • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

Focus On Giving Back

  • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
  • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
  • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
  • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

Holiday Hashtags Calendar

  • Every Thursday in November: #ThankfulThursdays
  • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
  • November 26th: #BlackFriday, BlackFriday2021
  • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
  • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
  • November 30th: #GivingTuesday, #GivingTuesday2021
  • Every Friday in December: #FestiveFridays
  • December 31st: #NYE2021

And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

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

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.

Instant Download

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

    Holiday Social Media Posting: Best Practices for Posts this Holiday Season

    For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

    We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

    User Generated Content - Get People Talking

    • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
    • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
    • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
    • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
    • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
    • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


    Highlight Your Organization and Community

    • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
    • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
    • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

    Focus On Giving Back

    • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
    • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
    • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
    • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

    Holiday Hashtags Calendar

    • Every Thursday in November: #ThankfulThursdays
    • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
    • November 26th: #BlackFriday, BlackFriday2021
    • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
    • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
    • November 30th: #GivingTuesday, #GivingTuesday2021
    • Every Friday in December: #FestiveFridays
    • December 31st: #NYE2021

    And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

    Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

    Download the Guide

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

    Apply to be benchmarked against the sample data!

    You’ve probably wondered how your institution stacks up against competitors in social media. Submit the form and our analysts will run the benchmark data against your financial institution's social media profiles. You will receive a full report with recommendations and insights on your companies social media presence!

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    ALL GUIDES:

    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.

    Instant Download

    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

    Holiday Social Media Posting: Best Practices for Posts this Holiday Season

    For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

    We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

    User Generated Content - Get People Talking

    • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
    • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
    • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
    • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
    • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
    • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


    Highlight Your Organization and Community

    • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
    • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
    • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

    Focus On Giving Back

    • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
    • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
    • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
    • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

    Holiday Hashtags Calendar

    • Every Thursday in November: #ThankfulThursdays
    • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
    • November 26th: #BlackFriday, BlackFriday2021
    • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
    • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
    • November 30th: #GivingTuesday, #GivingTuesday2021
    • Every Friday in December: #FestiveFridays
    • December 31st: #NYE2021

    And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

    Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

    Download the Guide

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

    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.

    Instant Download

    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

    Holiday Social Media Posting: Best Practices for Posts this Holiday Season

    For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

    We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

    User Generated Content - Get People Talking

    • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
    • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
    • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
    • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
    • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
    • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


    Highlight Your Organization and Community

    • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
    • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
    • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

    Focus On Giving Back

    • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
    • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
    • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
    • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

    Holiday Hashtags Calendar

    • Every Thursday in November: #ThankfulThursdays
    • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
    • November 26th: #BlackFriday, BlackFriday2021
    • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
    • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
    • November 30th: #GivingTuesday, #GivingTuesday2021
    • Every Friday in December: #FestiveFridays
    • December 31st: #NYE2021

    And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

    Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

    Download the Guide

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

    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.

    Instant Download

    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
    November 1, 2021

    Holiday Social Media Posting: Best Practices for Posts this Holiday Season

    For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

    We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

    User Generated Content - Get People Talking

    • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
    • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
    • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
    • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
    • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
    • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


    Highlight Your Organization and Community

    • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
    • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
    • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

    Focus On Giving Back

    • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
    • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
    • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
    • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

    Holiday Hashtags Calendar

    • Every Thursday in November: #ThankfulThursdays
    • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
    • November 26th: #BlackFriday, BlackFriday2021
    • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
    • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
    • November 30th: #GivingTuesday, #GivingTuesday2021
    • Every Friday in December: #FestiveFridays
    • December 31st: #NYE2021

    And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

    Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

    Subscribe to our newsletter and get the latest sent to your inbox.
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    OTHER NEWS:

    Eureka! You’ve found the perfect news article to link to in a social media post. It’s from a trustworthy news source, has a great headline and image, but then you see it. Whomp whomp... this article promotes your competitor.

    Choosing third-party news content for your social media feeds can be a challenge for a number of reasons, but the last thing you want is to give your competitors love in your post. There’s no hard and fast rule for deciding if an article is good to post, but here are a few general guidelines we share with our Denim Social customers.

    If the article is sponsored by a competitor: Skip it!

    Increasingly media outlets are working with brands to create sponsored content. It may read like a regular editorial article, but look closely, if it includes a “brought to you by” or a “created in partnership” disclosure, it may be sponsored. If the article was bought by your competition, it will serve their business goals. Best to avoid these in your posts.

    If the article contains a quote from a competitor: It depends.

    Media outlets use quotes to bring their stories to life with expert perspectives. If your team tries to avoid all news articles with quotes from competitive experts, you can quickly find yourself without any third party content. News content brings authenticity to your social feeds and builds trust. The tradeoff is that not all of the content will include your experts. Read quotes critically and only post articles that support your institution’s strategies and values. It’s about finding the right balance for your team.

    If the article contains banner ads from a competitor: Use it.

    Banner ads are ubiquitous and you probably feel like you’re seeing promotions for your competitors all the time. That’s because you are. If you frequently visit competitor websites, search for them or click on their promos, you will be served their digital ads. In all likelihood you’re more actively engaging with your competitors compared to the average consumer. Our online habits vary widely and digital ads change quickly, which means your target audience probably won’t be served the same ads as you see. Don’t let one competitive banner ad stop you from sharing that fantastic news article.

    Financial marketing presents plenty of challenges, but don’t let competitor concerns stop you from making the most of social media and digital strategies. Using these handy tips and trusting your own expert instincts, you can avoid a competitive social media misstep.

    If you’re struggling to find the right content for your financial institution’s social media posts, we can help. The Denim Social platform offers financial marketers the ability to curate collections of relevant, high-quality and compliant social media content. Learn more here.



    A lot has changed in social media for banks this year. Denim Social CEO, Doug Wilber, recently joined the ABA Bank Marketing Podcast to talk change and new technology. Listen below to learn how banks are using social media to deepen relationships and close more deals. Get the scoop on what's new on the Denim Social platform too.

    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.

    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.

    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
    November 1, 2021

    Holiday Social Media Posting: Best Practices for Posts this Holiday Season

    For financial services marketers and salespeople, posting around the holidays is a no-brainer, but deciding what to share can be tricky. Whether you’re a loan officer, advisor, agent, or marketing pro, finding the right post or campaign that fits your brand, resonates with your audience, and isn’t boring is easier said than done.

    We’re here to help. Check out our list of social media ideas to elevate your holiday posting strategy this year.

    User Generated Content - Get People Talking

    • Vote for your favorite - This idea works great for holiday movies and side dishes. Throw out a poll on your business page and share your thoughts in the comments as the results come in.
    • Holiday Playlist - Create a post asking for holiday playlist ideas. Then create a public playlist on Spotify out of the suggestions and share it back with your audience. Share video of your team playing the playlist in branch or office location and tag the people who made the suggestion for the song that’s playing.
    • Holiday recipes - Share your favorite recipe or ask for recipe recommendations for a holiday dish.
    • Traditions - As a little twist on the holiday tradition question, try asking what unusual holiday traditions folks have in their families.
    • NYE - What’s your New Year’s Resolution? As a financial institution or professional, consider asking what folks’ financial New Year’s Resolutions are for the upcoming year.
    • Holiday Decorating - Share photos of holiday decor in the branch or office (or your own neighborhood) and ask the audience to pick a favorite.


    Highlight Your Organization and Community

    • #ThankfulThursday - As a twist on this common hashtag, every Thursday in November (and December if you like!) highlight an employee who makes a difference for your organization.  
    • #FestiveFridays - Use this hashtag to share images of holiday cheer happening around your organization. Pics of someone in a tacky sweater, holiday Zoom backgrounds, someone’s over the top desk decor and anything else you share are great human connection opportunities and a way to show your institution's culture in action.
    • #SmallBusinessSaturday - Ask your audience what local businesses they’re going to support this very-special Saturday and encourage folks to give those businesses a shoutout by tagging them in their responses.

    Focus On Giving Back

    • Team up - If you don’t already have a local charity partner, team up with a local organization and promote ways to volunteer or contribute to the cause.
    • #GivingTuesday - Promote how you or your organization are participating in Giving Tuesday and ask your audience how they’re participating in the day.
    • Get competitive - Create two teams among your audience. Ideas include geography, sports team fans, or any other not-too-personal attribute. Create two separate fundraiser links for your charity and let the competition begin!
    • Give your audience a say - Let your audience vote for which causes you support this year. (Tip: make it a 1st, 2nd, 3rd place so you can make a contribution to all of the orgs you promote.)

    Holiday Hashtags Calendar

    • Every Thursday in November: #ThankfulThursdays
    • November 25th: #Thanksgiving, #Thanksgiving2021, #Thanksgivingdinner, #Thanksgivingtable
    • November 26th: #BlackFriday, BlackFriday2021
    • November 27th: #SmallBusinessSaturday, #SmallBusinessSaturday2021
    • November 29th: #CyberMonday, #CyberMondayDeals, #CyberMonday2021
    • November 30th: #GivingTuesday, #GivingTuesday2021
    • Every Friday in December: #FestiveFridays
    • December 31st: #NYE2021

    And remember, the holidays are a time to include and welcome. Celebrate the holidays that are important to a wide variety of your community members. Gestures like a social post can go a long way to make people feel included. When choosing mages and post copy, consider whether messaging around a specific holiday or a more inclusive message makes sense for your brand.

    Still looking for more great holiday ideas to build out your content calendar? Check out Denim Social's latest webinar: 

    Subscribe to our newsletter and get the latest sent to your inbox.
    Thank you for subscribing!
    Oops! Something went wrong while submitting the form.
    SIMILAR POSTS:

    The pandemic fundamentally changed how banks interact with clients. In this recorded session from the American Bankers Association Bank Marketing Conference, learn how to use digital channels, including social media, to build meaningful customer relationships. Discover how to position your bank to customers who no longer prefer the branch experience.

    This session features Denim Social CEO, Doug Wilber, and the following experts: 

    • Liz Broekman, VP, Director of P.O.W.E.R., Fidelity Bank
    • Dr. Anissa Evans, DBA, Marketing Manager, Evolve Bank & Trust
    • Shelly Loftin, CFMP, SVP, Retail, Payments & Lending, American Bankers Association

    Curious about the impact of a Social Selling strategy for your bank? Read our guidebook: The Social Selling Playbook for Banks.

    Denim Social is an American Bankers Association endorsed solution.

    Denim Social is proud to announce that its platform will now offer integrated review capabilities through a new partnership with Experience.com, the world’s most impactful Experience Management Platform. Denim Social users will now be able to easily and compliantly share positive reviews on their social media channels.

    Financial institutions know that relationships matter and that means positive reviews of loan officers and other associates play a pivotal role in the success of a social selling strategy. With Denim Social’s new Experience.com integration, users can post positive reviews gathered through Experience.com’s platform to their social media channels in just a few clicks.

    “People buy from people in the mortgage industry and that means financial institutions need to humanize their brands in social media,” said Doug Wilber, CEO of Denim Social. “Experience.com is the premier experience platform and now we can offer our shared clients the ability to seamlessly integrate reviews into their social strategies.”

    Here’s how the integration works:

    • Experience.com’s platform delivers survey completion requests to a financial institution’s recent customers.
    • Completed surveys are organized and made available on the Experience.com platform.
    • Top-rated reviews will automatically populate as social posts in the Denim Social content library for easy brand and loan officer social media publishing.
    • Denim Social’s compliance features ensure reviews are compliant before social posts are published.

    “Financial services organizations have been using the power of real-time customer feedback in the Experience.com platform for years, boosting customer retention, revenue, and reviews,” said Kristin Messerli, VP of Financial Services at Experience.com. “ We are excited about this new partnership with Denim Social to extend the reach of the great client feedback our customers receive.”

    Top-rated reviews now automatically populate as social posts in the Denim Social content library.


    This integrated feature is now available for all shared Experience.com and Denim Social clients.

    To learn more about social media publishing, visit DenimSocial.com. To learn more about the Experience Management Platform, visit experience.com.

    Podcast: Pivotal Moments
    November 18, 2021

    In an interview with Experience.com's Kristin Messerli, Doug Wilber, explains the importance of humanizing the way companies connect with consumers, creating a measurable social media impact, and the pivotal moments that led to the creation of the rising social media management software company. As a pioneer in the advertising world, Doug shares insight on how his platform and future innovations can impact the digital world.

    Want to learn more about how to humanize your brand in social media? Check out our Social Selling Playbook for Financial Marketers.

    Eureka! You’ve found the perfect news article to link to in a social media post. It’s from a trustworthy news source, has a great headline and image, but then you see it. Whomp whomp... this article promotes your competitor.

    Choosing third-party news content for your social media feeds can be a challenge for a number of reasons, but the last thing you want is to give your competitors love in your post. There’s no hard and fast rule for deciding if an article is good to post, but here are a few general guidelines we share with our Denim Social customers.

    If the article is sponsored by a competitor: Skip it!

    Increasingly media outlets are working with brands to create sponsored content. It may read like a regular editorial article, but look closely, if it includes a “brought to you by” or a “created in partnership” disclosure, it may be sponsored. If the article was bought by your competition, it will serve their business goals. Best to avoid these in your posts.

    If the article contains a quote from a competitor: It depends.

    Media outlets use quotes to bring their stories to life with expert perspectives. If your team tries to avoid all news articles with quotes from competitive experts, you can quickly find yourself without any third party content. News content brings authenticity to your social feeds and builds trust. The tradeoff is that not all of the content will include your experts. Read quotes critically and only post articles that support your institution’s strategies and values. It’s about finding the right balance for your team.

    If the article contains banner ads from a competitor: Use it.

    Banner ads are ubiquitous and you probably feel like you’re seeing promotions for your competitors all the time. That’s because you are. If you frequently visit competitor websites, search for them or click on their promos, you will be served their digital ads. In all likelihood you’re more actively engaging with your competitors compared to the average consumer. Our online habits vary widely and digital ads change quickly, which means your target audience probably won’t be served the same ads as you see. Don’t let one competitive banner ad stop you from sharing that fantastic news article.

    Financial marketing presents plenty of challenges, but don’t let competitor concerns stop you from making the most of social media and digital strategies. Using these handy tips and trusting your own expert instincts, you can avoid a competitive social media misstep.

    If you’re struggling to find the right content for your financial institution’s social media posts, we can help. The Denim Social platform offers financial marketers the ability to curate collections of relevant, high-quality and compliant social media content. Learn more here.



    Nonbank mortgage lenders are carving out an increasingly large portion of the mortgage space, originating 58.9 percent of all U.S. mortgages in 2019 and 68.1 percent in 2020. As customers have increased their adoption of other digital solutions, it’s no surprise that they seek the ease and speed of online mortgage services as well. Digital lenders prioritize creating seamless customer experiences, and customers appreciate the fast and efficient process.

    Speed and convenience are nonbank lenders’ biggest competitive advantages, but banks do still have something digital lenders don’t: human relationships. Banks must focus on maintaining existing customer relationships to increase mortgage sales. Lenders today retain fewer than 20 percent of past customers, which represents a lot of missed opportunities as past customers approach other lenders.

    Banks that maintain relationships will have a better chance of being the first place that customers go for new lending needs. Considering that 77 percent of borrowers move forward with the first lender they speak to when they’re looking for a loan, it’s an excellent way to boost your mortgage business. So how can you do it?

    Increasing mortgage sales with social media marketing

    A strong social media marketing strategy is a great way for lenders to maintain solid customer relationships over time. Consider these steps to build an effective strategy:

    Establish stronger connections through social selling. Social selling is essentially social media marketing for your mortgage loan officers. Loan officers share branded material and engage actively with current and potential customers through their own social media channels. Bank employees’ individual accounts have 10 times the reach of brand pages alone, and they can create more meaningful conversations. It’s about marketing your people, not just your products, as a way to build human connection. Customers can communicate directly with real people to find mortgage-related guidance, which establishes loyalty and trust in your brand from the start.

    Stay top of mind with targeted paid social media advertising. Social selling can help loan officers start and maintain customer relationships, but existing customers do deserve an extra level of attention—and it will pay off. It’s five to 25 times more expensive to acquire than retain customers, and an increase in customer retention rates by a mere 5 percent can boost profits by 25 to 95 percent.

    Build paid social media advertising into your social media marketing strategy to focus on customer retention. Paid ads offer the precision necessary to target existing customers with messages that speak directly to their specific needs—refinancing their current mortgage or seeking loan options for a second home, for instance. Paid social can get your loan officers in front of customers when they need lending options the most. It’s also one of the more affordable ways to create targeted ads, so you can make the most of a limited budget while keeping your brand top of mind.

    Enhance customer engagement with retention tools. Your loan officers can stay in touch with current customers on social media, but they can’t see into the future. Enable more predictive social media marketing for mortgage loan officers by investing in data analytics solutions. The technology can compile customer intelligence from sources like credit history, accumulated home equity, consumer debt load and major life events to show you when customers might be ready for new lending arrangements—perhaps before customers even know themselves. Loan officers can then perform proactive social media outreach to be the first option in front of a customer before they begin shopping around.

    Social selling and paid social media advertising, when strategically executed in tandem with retention tools, can bring your bank measurable results. As you channel your focus into social media marketing for your mortgage loan officers, track conversion metrics to see how your efforts contribute to the bank’s bottom line.

    This article was originally published in ABA Bank Marketing.

    A lot has changed in social media for banks this year. Denim Social CEO, Doug Wilber, recently joined the ABA Bank Marketing Podcast to talk change and new technology. Listen below to learn how banks are using social media to deepen relationships and close more deals. Get the scoop on what's new on the Denim Social platform too.

    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