Social Media and Regulatory Compliance — What Financial Services Professionals Should Know

Posted by Doug Wilber on April 18, 2018

In light of new regulations and recent media attention, it’s important for banks and financial institutions to brush up on compliance basics and learn how to mitigate legal risks.

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Topics: social media management and compliance

Budget Season for Banks, Part 2: Where to Spend Marketing Budget

Posted by Mikki Ware on August 3, 2017

In part one of our series on Budget Season for Banks, we discussed the importance of reviewing the past year in marketing. What did you spend, how much, and what was the return on investment? What processes could be improved, and what tools do you need to accomplish your goals? The key to moving forward, is to look back at what worked, and what should be benched. Once you have reviewed your year, it’s easier to allocate budget to high performing initiatives and the tools needed to execute them.

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Topics: social media management and compliance, budget season

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