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.

We’ve long seen online engagement as a tremendous opportunity. The challenge has been how to be responsive in real-time, while remaining compliant. We are confident that this industry-leading initiative by Canaccord Genuity Wealth Management Canada and Hootsuite satisfies that goal.

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


With over 13 million users worldwide and social media education programs in 400+ universities, Hootsuite is recognized globally as the authority on social media. Empower your advisors, marketers, and sales pros to feel confident and secure using social media with our full range of social media training options—from product to social media strategy.


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This technology gives our advisors the confidence to deepen relationships and grow their networks online by connecting, listening and engaging, knowing that the technology manages any compliance and regulatory concerns.

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