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Home » Marketing » Social Assurance Launches Marketing Suite for Financial Brands

Social Assurance Launches Marketing Suite for Financial Brands

Posted on October 17, 2024 Written by Bill Hartzer

Social Assurance, a front-runner in content management and marketing services for community banks, credit unions, and financial institutions, has rolled out an all-new task and project management suite that promises to revolutionize team collaboration and marketing efficiency. Available now to opt-in clients, this innovative set of features integrates effortlessly with the Social Assurance platform and its mobile app, providing clients with the tools they need—all without an added price tag.

This new suite is designed to streamline how marketing and communications teams organize their workflows. It’s more than just another tool; it’s a comprehensive system to handle everything from assigning tasks and managing campaigns to scheduling and sourcing content. Users can now set up multi-step workflows, such as capturing photos, drafting social media posts, and handling compliance-related approvals, with just a few clicks. Social Assurance offers this all-in-one package to help teams manage their workloads and automate notifications—keeping everyone on the same page.

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For those juggling multiple campaigns or content initiatives, the suite’s flexibility shines. Tasks and projects can be broken down into smaller, manageable parts, each assigned to different team members. The tool also allows users to attach notes, photos, videos, and deadlines. This information can then be easily transformed into draft social posts or other content pieces, making content creation more intuitive and collaborative. And with automatic updates, teams stay in sync without the need for countless emails or status meetings.

Ben Pankonin, Social Assurance’s Founder and CEO, emphasized the simplicity and impact of the new tools: “Marketing teams often struggle to keep track of all the moving parts involved in content planning. Our new suite removes much of that headache, letting teams focus on what they do best—creating impactful, strategic content across every channel.”

This suite, embedded within Social Assurance’s existing content and compliance management platform, offers a one-stop solution for marketing teams seeking to fine-tune their processes. Whether it’s tracking social media campaigns or managing content approvals, the suite keeps everything running smoothly, saving valuable time and enhancing productivity.

Social Assurance invites all interested clients to learn more about the Marketing Tasks & Project Management Suite and to join the official launch event. For inquiries and access to the new tools, reach out at [email protected].

Social Assurance specializes in technology solutions for regulated industries, helping organizations like schools, government bodies, and financial services connect meaningfully with their communities—all while ensuring compliance. With a focus on both public and private sectors, Social Assurance’s mission is to empower institutions to share stories and engage with their audiences in ways that matter.

To explore their offerings further, visit Social Assurance.

Filed Under: Marketing

About Bill Hartzer

Bill Hartzer is the CEO of Hartzer Consulting and founder of DNAccess, a domain name protection and recovery service. A recognized authority in digital marketing and domain strategy, Bill is frequently called upon as an Expert Witness in internet-related legal cases. He's been sharing insights and research here on BillHartzer.com for over two decades.

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