HOOTSUITE FOR FINANCIAL SERVICES
Compliant social media for advisors, marketers, and sales professionals
See how financial institutions use Hootsuite to drive revenue, decrease operational expenses, and manage risk.
One secure platform to manage all your social media marketing, selling, and customer service
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.
Tangerine mitigated the risks of rebranding with Hootsuite.
Avidia Bank gives Cardless Cash the marketing it deserves and becomes an industry leader thanks to
Stay compliant and guard against hackers
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.
Protect your brand’s reputation on every social network
Keep your brand voice consistent across branches, agents, and brokers with approval workflows ensuring posts are consistent and compliant.
Monitor your social reputation by listening to real-time conversations around your brand across 100+ million data sources, in 50+ languages.
Cut the risk of employee error and preserve your reputation with secure logins, publishing approvals, and flexible permission levels.
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 15 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.
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
Develop an effective strategy to mitigate risk and capitalize on social media.
How Financial Firms can Adopt
Turn your advisors and
other producers into brand
8 Social Media Tips for
Profit from social media
in your financial services