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

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.

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

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    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

Having the listening tools and knowledge is key to socially securing the brand. Our compliance department is more comfortable with the medium now that protocol, standards, and guidelines are established.

Alley Adams Manager of Digital Strategy Canaccord Genuity Wealth Management Canada

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
    advocates.

    Watch the Webinar

     

  • 8 Social Media Tips for
    Financial Services

    Profit from social media
    in your financial services
    organization.

    Get the White Paper