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