How we help financial services firms
Compliance & digital marketing strategy
Education, training & events
Turnkey digital marketing management
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Compliance
Financial Social Media specializes in the financial services industry and will provide you with guidance and updates on regulatory conditions set forth by FINRA and the SEC.
Social Media Policy Guidance
A comprehensive social media policy ensures brand consistency and compliance. FSM helps financial services firms develop social media policies that incorporate compliance, best practices, and HR and information security concerns to ensure proper promotion of their business on social media among corporate employees and the field.
Digital Strategy
Position your company as an industry leader, engage your target markets online and place yourself ahead of your competition. FSM’s Digital Marketing Analysis and Strategy provides a road map for your company to leverage your website, social media, email and content to increase revenue and recruitment.
Website
We will provide strategies and tactics to optimize your website to align with your business goals.
Social Media
Our customized social media strategy will enable you to engage your audiences, increase your leads and grow your company’s online presence.
Our strategy will focus on the latest email marketing strategies, helping you to reach, engage and retain your audience.
Content
Content is the foundation of your digital marketing strategy. FSM will show you how to plan, develop and manage content to publish across digital platforms.
Education
Corporate Training
Financial Social Media crafts each training session to educate, demonstrate and instill valuable knowledge that will enable you to create, execute and maintain a successful social media marketing campaign.
Field Training
Take advantage of hands-on, in-person full- or half-day workshops with in-depth social media training for your field. From one-on-one to group sessions, we will teach your advisors to leverage social media to grow their business, while integrating their campaigns into your social media marketing strategy and brand.
FSMU
The Financial Social Media University teaches your people to harness social media to increase sales, decrease marketing expenses and grow their business. Each training module includes social network overviews, platform navigation, general principles and features, and strategies to maximize your company’s social media efforts.
Keynote Presentations
FSM Founder and President Amy McIlwain is one of the most sought after financial social media experts. Her presentations address current issues regarding social media, while providing content-packed action items that help you tackle the complex compliance issues within the financial services industry.
Turnkey Management
Digital marketing success hinges on attracting and retaining your target audiences by consistently creating, curating and sharing relevant and valuable content. With FSM turnkey solutions, our experts will customize a management program that incorporates your website, social media and email marketing to align with your marketing strategy and meet your business objectives.
Manage
Publish
Integrate
Syndicate
Analyze
Analytics
Prove the Effectiveness of Your Digital Marketing
Track your overall strategy and specific campaigns to learn what works best. We use a combination of the industry’s best analytics platforms to provide you with customized reports using relevant, specific key performance indicators.
