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The Wins and Woes of Financial Services Social

  • December 11, 2024
  • 4 replies
  • 34 views

Running the social media team for a financial services institution can be really rewarding and really frustrating.

On our best days, we’re connecting with our members and educating them on the services and perks credit unions offer.😊

On other days, we’re bogged down by weeks of approvals workflows and the dreaded email saying we have to add a 10-line disclosure to a post.😵

4 replies

raven.gill
Agency Partner
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  • Agency Partner
  • 42 replies
  • December 11, 2024

I feel your pain. I work at an agency and at one point I had FOUR financial clients. Now I have two. It can be so rewarding but so frustrating on “Waiting for compliance”. It’s a toy drive in our branches post, it shouldn’t take two weeks! 

I completely understand the 10 line disclosure. I did it a few times. Then was able to report back on how poorly they performed and was able to find a work around that if the landing page for the url on the post as the 10 lines of disclosure on it above the scroll, then it doesn’t have to be in the post itself. Hopefully that helps! 


Approvals can be so tough. Keep pushing through! 


scott.mck
Agency Partner
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  • Agency Partner
  • 39 replies
  • December 11, 2024

I too am a financial and insurance SSM.

We have limited topics and their not exactly viral-type subjects.

It’s more about building awareness (of the company and CEO personal brand) than offering products or services.

We’re promoting one topic now that took 4 week of compliance approval and now I keep running the same copy using creative headlines that don’t stray from the core message.

Hang in there.


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  • Level 2
  • 63 replies
  • December 11, 2024

I had a *thought* years ago about doing social for a financial institution…..when I got a look at those regulations I said no thank you.  You are doing the work! 


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