SOCi Sets New Standard for Compliance: Introducing SOCi Shield for Proactive Compliance Support
Transform Local Engagement For Financial Services
Increase your local brand visibility, engagements and drive more traffic and customers to your brand, all while adhering to the regulatory and compliance needs within the industry.
Top Financial Services
Brands Trust SOCi
Revolutionize Your Social Strategy
- The most comprehensive, compliance solution to scale social media management
- Decrease potential compliance risk with keyword-based policies and real-time alerts
- Save time with automated content and brand supervision
- Streamline auditing with a full record of social media activity across every location
Optimize Your Local Search Visibility
- Centralize local profile and business information across top directories and sites
- Beat out the competition by maximizing unbranded search rankings
- Measure the impact of SEO strategies through traffic and conversion improvements
- Pinpoint and address decreases in revenue across locations while analyzing the market and competitors
Streamline Your Reputation Management
- Monitor, manage, and personalize responses to all local reviews in one place
- Consolidate time with automated workflows specific to team needs
- Make informed business decisions by analyzing emerging sentiment trends
Scale Compliant, Localized Marketing for Financial Services with SOCi Shield
Explore ShieldStay Connected With Your Customers
With SOCi’s holistic marketing platform, financial firms can be everywhere their customers are. SOCi’s flexible, scalable solution empowers banks, accountants, tax preparers, and financial firms to capture, convert, and retain more clients – all while adhering to regulatory guidelines.
Turn Online Searches Into Life-Long Customers
Increased local search visibility places your business front and center on the top sites and directories – driving leads to your business. Harness the power of SOCi’s all-in-one platform to leverage dynamic variables that localize content strategies and increase engagement.
Ensure Lifelong Financial Freedom Through Digital Experiences
Adapt to industry changes by empowering your local advisors to deliver the digital interactions that foster lasting, profitable client relationships with SOCi’s all-in-one platform.
Capture Local Leads That Turn Into Loyal Customers
Leverage dynamic content localization, manage organic and paid social content, and engage effectively with your audience to drive meaningful, lasting customer relationships. SOCi empowers your brand to thrive in the local market, converting leads into devoted clients.
Trusted Partner for Financial Services
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800+
Multi-Location Brands Using SOCi Platform
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10+ Years
Servicing the Retail Industry
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95%
On G2 rated SOCi 4 or 5 stars