Scale Local Market Growth and National Success for Financial Services

Empower your local branches, teams, and financial professionals to expand your digital reach and engage clients authentically across social, search, and reviews.

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Top Financial Services and Insurance Brands Trust SOCi

Boost Local Awareness, Conversions, and Revenue

Individualized marketing automation tailored to each local branch, team or financial professional and activated on their behalf
Market-specific personalization, ensuring that your messaging speaks directly to the unique needs of each market by aligning local trends, behavior, and preferences
Alignment with national objectives, reducing the dependency on local teams to promote your home office’s priorities locally, compliantly, and on-brand

Continuously Optimize for Local Impact

Ongoing localized data analysis, continuously identifying opportunities to optimize your social, search, and reviews channels.
Individualized optimization recommendations, ensuring that every local team benefits from continued refinement as trends and algorithms change.
Approval and automation of time-consuming tasks, saving countless hours for your teams while providing greater control over implementing accepted recommendations.

Strengthen Compliance with Confidence

Intelligent Compliance Policies: Flag overpromissory language, problematic terms, and missing disclosures with keyword- and phrase-based rules across social, search, and reviews channels.
Proactive Violation Alerts: Catch compliance and brand standard violations before they go public, protecting your firm’s reputation.
Seamless Third Party Integrations: Connect SOCi Shield to your existing compliance and retention solutions for an added layer of risk mitigation.

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Scale Compliant, Localized Marketing for Financial Services with SOCi Shield

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Social: Personalized Social Media for Every Market

Empower your local teams to promote your national thought leadership, advisory services, and investment products through localized, on-brand, and compliant content and engagements.

Search: Local SEO for Financial Services

Provide your local teams with greater confidence and peace of mind knowing that their local search presence is maximized through ongoing SEO optimization and listings management.

Reviews: Reputation Management for Financial Services

Maximize client satisfaction and ratings by automating individualized, on-brand, and compliant review responses on behalf of your local branches, teams, and financial professionals.

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One Unified Platform for Social, Search, and Reviews

Integrating your Social, Search, and Reviews solutions on one unified platform strengthens the performance of each by sharing data, signals and insights that benefit one another. SOCi provides this advantage to all of your local branches, teams, and financial professionals with greater alignment to your national objectives.

Customer Stories

Liberty Tax

"From a comprehensive standpoint, the biggest thing SOCi brings to the table is the one centralized source of truth for all your reporting needs: listings, social, and reviews."

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