Build trust and stay compliant with the #1 social media management tool for finance
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
The social media management tool built for
highly regulated industries
Security and compliance make staying engaged on social a challenge for finance professionals. But Hootsuite comes
with everything you need to grow your business on social media — minus the risk.
Meet industry regulations effortlessly, including FCA, FFIEC, IIROC, SEC, PCI, AMF, and MiFID II. Proofpoint automatically patrols every post for compliance flags so you never post risky content. Set up customized or out-of-the-box rules specified by you. Plus, stay ready for audits with automatic archiving and inbox and content calendar exports.
Create customizable approval workflows to ensure every post meets internal and external standards before it goes live. Streamline approvals among marketing, legal, and compliance departments to eliminate risk. Prepare for anything by having your post approval data automatically sent into an archive.
AI can speed up and enhance content creation, lead gen, and social listening — but it can be risky for highly regulated industries. Hootsuite lets you opt in or out to AI tools, so you don’t have to worry about putting your brand at risk.
Reduce risk with single sign-on (SSO) and custom user access permissions. And keep customer information safe with built-in message masking that automatically conceals personally identifiable information (PII).
“Besides the technical features, we appreciated the fact that Hootsuite was familiar with the very regulated financial industry.”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.
All the tools you need to grow revenue and prove ROI — on one secure platform
Drive revenue, reduce risk, and scale your social media strategy with a platform built for the demands, and regulations, of financial services. Engage your audience with confidence, clearly demonstrate the business impact of your social media efforts, and save time with industry-friendly automations.
Prove the value of your social media efforts
With Hootsuite Enterprise, you get the data that matters — so you can prove ROI and optimize with confidence. Track performance at the post, campaign, and competitor level to pinpoint what drives engagement, leads, and conversions. Measure social media ROI, track user journeys from social to sign up, and determine which efforts contribute the most to your bottom line.
Protect your reputation and manage crises in real-time
Monitor brand mentions, emerging risks, and industry trends — globally and immediately. With Hootsuite Listening, you can identify early warning signs, stay ahead of market shifts, and respond strategically to protect your brand’s reputation. Get real-time social listening alerts to stay notified of new and critical mentions across the web and social media.
Turn executives into trusted industry voices
Empower your leadership team to lead the conversation in finance. Manage executive social accounts from a secure, centralized dashboard, and publish on their behalf — without compromising compliance. Use listening insights to fuel relevant, timely thought leadership that builds authority and trust.
Engage and convert your audience — securely
Build a robust and compliant customer experience on social media with a unified inbox designed for customer care. Use saved, brand-approved replies to respond to common questions, assign and route messages to the right agents, and automatically send customer satisfaction surveys after interactions.
Create content that drives high-value leads
Build relationships with clients and prospects by giving your audience exactly what they want to see at the right time. Discover what’s trending in your industry and find the content that gets your target audience engaged. Get more quality leads with automated DMs for Instagram and design content that resonates with built-in Canva templates and stock images.
Simplify employee advocacy and recruiting
Leverage your team’s social networks to maximize engagement and reach with Hootsuite Amplify. Easily build out an employee advocacy strategy that helps you boost your social presence, increase brand awareness, brag about your brand’s big wins, and discover top talent.
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.
OwlyGPT 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 the snap of a finger..
See how Hootsuite can help you win on social in half the time
Get a personalized demo to see exactly how Hootsuite can help your brand generate more leads, revenue, and recognition from social.