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The no. 1 social media management tool for financial services

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

  • Allianz logo
  • European Investment Bank logo
  • Credit Agricole logo
  • Interac logo
  • Mapfre logo
  • Julius Bar logo

How to use Hootsuite if you're a FinServ pro

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. Here's how.

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Finance, insurance, and banking customers trust Hootsuite thanks to our best-in-class privacy and security standards.

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It's possible with Hootsuite. Finance companies have used our tools to boost revenue sourced by social media by more than 250%.

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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.
Andreas Thomann
Head of Publications and Social Media
Julius Baer

Simplifying social media for financial services

Hootsuite helps you stay compliant on social media with industry regulations, including FCA, FFIEC, IIROC, SEC, PCI, AMF, and MiFID II requirements. Easily mitigate risk with security tools and integrations you already use, such as Proofpoint.

Listen in on what people are saying about your brand and monitor global trends with Hootsuite Listening (powered by Talkwalker). Plus, get the tools you need to evaluate emerging risks and stay ahead of potential market disruptions.

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. With Advanced Analytics, you can see the campaigns that drive the most leads and conversions.

Manage your executive team’s social accounts in Hootsuite and post on their behalf while staying compliant, safe, and secure. Use Hootsuite Listening to identify the trends that put your brand at the center of industry conversations.

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Get your social media credit report

Want to see how you’re performing on social media compared to others in your industry? Find out where you fall on the social media maturity scale now (and get advice on how to improve).

Take the quiz

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 Advanced Analytics shows you what’s working and how many leads are coming from social media. It also helps you attach a dollar value to specific interactions. Maximize the value of every single social post in minutes each week.

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Monitor chatter about your brand and industry

Hootsuite’s best-in-class social listening (powered by Talkwalker) helps you stay on top of new regulations, identify vulnerabilities, and carve out your niche as an industry thought leader. Our proprietary Blue Silk AI™ predicts trends, tracks changes in your brand’s sentiment, and helps protect sensitive data from cyber threats. 

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 use Hootsuite to secure our publishing and engagement efforts. We schedule and have all our messages in a controlled environment to ensure compliance, should any regulation organizations check.
Sarah Daley
Experience Manager
Legal & General

Resources for financial services professionals


Report: 2024 Social Media Trends in Financial Services

Learn how financial services brands can maximize their social efforts with the latest finance social media trends report.

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Report: The State of the Social Media Marketer in Finance

Read our bite-sized report on salaries, demographics, and challenges faced by social media managers in financial services.

Blog: Social Media in Financial Services

Get benefits, tips, and examples for how to use social media effectively within your financial services organization.

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 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 Advanced 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.

See how Hootsuite can help you win on social in half the time.

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