One secure platform to manage all your social media marketing, selling, and customer service

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Hootsuite lets advisors, marketers, and sales teams grow revenue through social media—while managing risk. With compliant social media management solutions for publishing, campaigns, analytics, advocacy, and more, any team, department or region can engage collaboratively on social while keeping your reputation intact.

Trusted by leading banks, wealth management firms, and insurance companies

  • Legal & General used Hootsuite to turn financial secrets into an award-winning brand campaign.

    Read the Case Study

  • Tangerine

    Tangerine mitigated the risks of rebranding with Hootsuite.

    Watch the Video

  • Avidia Bank gives Cardless Cash the marketing it deserves and becomes an industry leader thanks to

    Read the Case Study

Stay compliant and guard against hackers

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Stay compliant with FINRA, FCA, FFIEC, FDA, IIROC, SEC, PCI, AMF and other regulatory requirements with our SOC 2 compliant toolset for pre- and post-publishing review, supervision, real-time alerts, approval trails, and archiving.

Guard against hackers and slash security risks due to targeted phishing, social engineering, account takeovers, piracy, fraud, and more.

With Hootsuite’s monitoring and compliance capabilities, we were able to customize an Enterprise solution that works best for our needs.

Stuart Raftus President Canaccord Genuity Wealth Management Canada

Protect your brand’s reputation on every social network

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    Keep your brand voice consistent across branches, agents, and brokers with approval workflows ensuring posts are consistent and compliant.

  • Graphic for Monitor your social reputation detail card

    Monitor your social reputation by listening to real-time conversations around your brand across 100+ million data sources, in 50+ languages.

  • Graphic for Cut the risk of employee error detail card

    Cut the risk of employee error and preserve your reputation with secure logins, publishing approvals, and flexible permission levels.

  • Graphic for Deliver a consistent customer experience detail card

    Deliver a consistent customer experience by monitoring interaction history across departments and social networks.

Train your teams for social media success—and risk management

Looking for a tailored solution to help your advisors connect with new clients and increase revenue?

Hootsuite for Advisors helps your advisor network generate leads and foster relationships that turn prospects into customers.

Social sellers see:


higher lead volume and conversions


more qualified leads and opportunities


higher chance to exceed quotas

See how social media can help you drive revenue and mitigate risk

  • Social Media Strategy for
    Financial Services

    Develop an effective strategy to mitigate risk and capitalize on social media.

    Get the White Paper


  • How Financial Firms can Adopt
    Social Selling

    Turn your advisors and
    other producers into brand

    Watch the Webinar


  • 8 Social Media Tips for
    Financial Services

    Profit from social media
    in your financial services

    Get the White Paper