The no. 1 social
tool for financial
Save time creating winning content on social media to drive leads and revenue. Measure impact and prove ROI — all while staying compliant and mitigating risk.
The biggest names in finance use Hootsuite
Drive leads, save time, and reduce risk
Security and compliance make staying engaged on social a challenge for finance professionals. Hootsuite comes built with everything you need to grow your business on social media — minus the risk.
Finance, insurance, and banking customers trust Hootsuite thanks to our best-in-class privacy and security standards.
3X social media ROI
It's possible with Hootsuite. Finance companies have used our tools to boost revenue sourced by social media by more than 250%.
reduction in time from compliance approval to a post going live among financial services companies using Hootsuite.
Besides the technical features, we appreciated the fact that Hootsuite was familiar with the very regulated financial industry.
Simplifying social media for financial services
Hootsuite helps you stay compliant with industry regulations including FINRA, FCA, FFIEC, IIROC, SEC, PCI, AMF, and MiFID II requirements.
Easily mitigate risk with security tools and integrations you already use.
Listen in on what people are saying about your brand and stay ahead of trends. Monitor mentions, sentiment, and more with Hootsuite Insights, powered by Brandwatch.
Get actionable insights on what’s working and what’s not with advanced reports. View your performance against your competitors and watch each post’s performance.
Manage your executive team’s social accounts in Hootsuite and post on their behalf while staying compliant, safe, and secure.
All the tools you need to grow revenue and prove ROI — on one secure platform
Drive revenue and manage risk with social media tools designed specifically for finance professionals. Cut hours from your workweek with templates, automation, scheduling, AI recommendations, and more.
Save time on social media
Hootsuite gives you content ideas, tells you the best time to post, lets you bulk schedule, and can even automate tasks. Save time with social media templates, writing suggestions, and integrations with apps you already use like Google Drive and Dropbox. Make things easier by bringing all your accounts, messages, and content into one dashboard.
Prove your social media ROI
Hootsuite Impact and analytics tools show you what’s working and how many leads are coming from social media. They also help you attach a dollar value to specific interactions. Maximize the value of every single social post in minutes each week.
Protect your brand and stay compliant
Hootsuite makes it easy to monitor and respond to messages and track brand sentiment over time. Use integrations like ReviewTrackers to track reviews on over 50 websites. Stay compliant with critical finance industry regulations and easily archive all social media communications.
Create content that drives leads
Get more quality leads with tailored content suggestions and brand-approved templates. Build relationships with clients and prospects by giving your audience exactly what they want to see at the right time.
Sell more with social media
Find and strengthen quality leads through social selling. The Amplify social selling dashboard helps you find and engage prospects. Position your team as thought leaders and make it easy for them to share effective, on-brand content. Hootsuite's listening capabilities also make it easy to nurture leads across platforms.
We set up each of four departments’ teams within Hootsuite. This enables them to collaborate within the platform, and use Brandwatch and ZeroFOX, from one dashboard.
Resources for financial services professionals
Blog: Social Media in Financial Services
Get benefits, tips, and examples for how to use social media effectively within your financial services organization.
Case Study: SIX Group
See how SIX Group used Hootsuite to integrate social media security tools into a single dashboard to identify and handle threats.
Case Study: Julius Baer
Read about how Swiss banking group Julius Baer used employee advocacy to spark new conversations and build brand reach.
Frequently Asked Questions
Financial institutions must meet compliance requirements when posting and advertising on social media. Hootsuite is designed to help you and your team stay compliant with these requirements, including FINRA, FCA, FFIEC, IIROC, SEC, PCI, AMF, and GDPR.
Hootsuite helps ensure employees never publish risky content on behalf of your brand. With our Proofpoint integration, team members can’t publish posts until they’ve met your company’s compliance standards. There’s no risk of anyone publishing anything that could land you in hot water.
With Hootsuite, you can also set up workflows so all posts are approved by the right people before they go live. Not only does this help keep your company compliant and secure, but it helps ensure that you’re always providing the most accurate and up-to-date information to your audience.
One more thing: as you know, financial institutions are required to retain detailed records of communications. Hootsuite offers a variety of integrations to keep your social content — posts, comments, replies, approvals — securely stored in a searchable database within their original context.
Absolutely. From message management to employee advocacy, Hootsuite is packed with tools that help you generate more financial services leads.
Hootsuite Inbox seamlessly integrates with your CRM so that you can turn social media engagements into actionable leads. It serves as a repository for all your customer information and is easily searchable, so you can nurture leads from first interaction to final conversion.
You’ll save a lot of time with its automation features — you can set up auto-responses, automatically route messages to the right people, and even integrate your company chatbot.
Hootsuite Amplify is another time-saving tool that will help you best use social media for financial services leads. It lets you set up brand-safe, approved content for your employees to share across their personal social media channels. Amplify has helped our customers increase their sourced revenue by more than 250% year over year.
It sure will! There are so many benefits to social media for banks and finance professionals, but coming up with a constant stream of content ideas takes time and energy. Luckily, Hootsuite comes with tools that help you save time filling up your content calendar.
OwlyWriter AI is our very own caption generator and content idea engine that takes a few words and transforms them into full-fledged ideas. You can use it to generate post ideas, write your social media captions, or repurpose your best-performing posts — all in a matter of seconds.
With Canva templates built into Hootsuite Composer, you’ll even save time designing and toggling between your favorite tools. Customize attractive posts and content idea templates to suit your messaging in a matter of seconds.