FOR FINANCIAL SERVICES

Social Media Analytics for Financial Services Compliance-Ready Platform

Navigate the regulated world of financial services with social media analytics for financial services designed for compliance, risk management, and trust building.

150+ Financial clients
100% Audit ready
SEC/FINRA Compliance aware

Trusted by Leading Agencies Worldwide

3x
Faster Scaling
Average growth rate increase
87%
Client Retention
Improved satisfaction scores
$75,800
Average Savings
Per agency annually
23
Hours/Week Saved
Reclaimed for growth

Financial Services Social Challenges

Unique regulatory and trust requirements

Regulatory Scrutiny

SEC, FINRA, and other regulators watch social media closely. Every post needs tracking and archiving.

Trust Is Everything

Financial services live and die on trust. Need to monitor sentiment and respond to concerns instantly.

Complex Approval Processes

Compliance must review content. Need clear workflows and audit trails.

Competitive Intelligence

Need to track competitor messaging and market positioning across social channels.

Finance-Focused

Analytics for Regulated Industries

Built for financial services compliance and trust

Compliance Content Tracking

Tag all content by compliance status. Track which approved content performs best.

  • Approval tagging
  • Status tracking
  • Performance by type

Full Audit Trail

Complete record of all social activity. Export audit reports for regulatory review.

  • Activity logging
  • Export ready
  • Regulatory formats

Trust & Sentiment Analysis

Monitor customer trust indicators and sentiment. Get alerts on concerning trends.

  • Trust metrics
  • Sentiment tracking
  • Early warnings

Competitor Intelligence

Track competitor social strategies, messaging, and customer sentiment.

  • Competitor tracking
  • Market positioning
  • Gap analysis

Approval Workflow Analytics

Track approval times, bottlenecks, and compliance team efficiency.

  • Workflow metrics
  • Bottleneck detection
  • Process optimization

Executive Reporting

Board-ready reports that translate social metrics into business impact.

  • Executive summaries
  • Business metrics
  • Trend analysis

How It Works

Compliant analytics from day one

1

Secure Integration

Connect accounts through our security-vetted integration process.

2

Compliance Setup

Configure approval workflows and compliance tagging requirements.

3

Monitor & Track

Watch performance while maintaining full audit trails.

4

Report & Comply

Generate reports for marketing, leadership, and regulators.

Financial Services We Serve

Trusted across the financial industry

Regional Bank

Multi-branch presence
Before

No visibility into what branches were posting. Compliance nightmares waiting to happen.

After

Centralized monitoring with compliance alerts. All activity tracked and auditable.

Zero compliance incidents

Insurance Company

Building trust during claims
Before

Negative sentiment during claims went unnoticed until it became viral.

After

Real-time sentiment alerts during claims. Proactive response prevented escalation.

60% fewer complaints escalated

Wealth Management Firm

Thought leadership positioning
Before

Couldn't measure impact of advisor thought leadership content.

After

Clear content performance and engagement tracking. ROI on content investment visible.

2x engagement on advisor content

Trusted in Financial Services

What financial institutions say

"The audit trail feature is exactly what regulators want to see. We can export complete social activity records in minutes, not days."
100% audit ready
R
Robert Chen Chief Compliance Officer at First Regional Bank
"Finally understanding which compliant content actually works. We've stopped guessing and started optimizing."
3x compliant content engagement
A
Amanda Foster VP Marketing at Summit Insurance Group
"The competitor intelligence gives us real market insights. We know exactly how our messaging compares."
Market positioning clarity
D
David Park Director of Digital at Pacific Wealth Advisors
FAQ

Financial Services FAQ

Common compliance and feature questions

Yes! We provide full audit trails, content archiving, and compliance tagging that help meet regulatory requirements. We recommend working with your compliance team on specific implementation.

Yes! All social activity is logged and can be exported in regulatory-friendly formats for your records retention requirements.

Content can be tagged by approval status. You can track what's pending, approved, or flagged, and measure how approved content performs.

Yes! Add competitor accounts to track their content, engagement, and customer sentiment. Great for market positioning analysis.

Absolutely. Bank-level encryption, SOC 2 compliance, and strict access controls. We understand financial services security requirements.

Yes! Role-based permissions let compliance see different views than marketing. Full control over who sees what.

We maintain enterprise-grade security standards including SOC 2 compliance, encrypted data transmission and storage, role-based access controls, single sign-on (SSO) integration, and comprehensive audit logging. Our infrastructure is designed to meet the stringent requirements of financial services organizations.

Absolutely. Track competitor social presence, analyze their content strategy, monitor their engagement metrics, and identify gaps in your market positioning. Our competitive dashboards help you understand where you stand relative to other financial services providers and identify opportunities to differentiate.

Still have questions?

Our team is here to help. Book a 15-minute call to get all your questions answered.

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