Social Smart Social Media Compliance Software -

Benefits for Banking and Financial Services

While social media continues to be a crucial component of a successful digital strategy, very few banks and financial institutions are able to implement an enterprise solution to optimize social channels and effectively address all the firms’ social media requirements. Building and maintaining relationships, one of the pillars of success for financial institutions, makes meaningful social media engagements essential for servicing customers, growing business and staying competitive. A new, innovative social media management platform designed specifically for the financial services industry, Social Smart enables firms to expand their reach and engage in real-time, two-way client interactions through social media while staying compliant and adhering to the firm’s brand guidelines. Beyond compliance, Social Smart helps firms turn social media into business intelligence. This powerful flexible cloud-based software can be effectively used “out of the box” or easily customized to meet firms’ unique corporate needs. Social Smart helps firms to exponentially expand their reach and provides a robust platform for distributing approved customer service and thought leadership marketing.


  • Supports Client Retention & Prospecting
  • Insights into Competitive Positioning
  • Aids in Advisor Retention
  • Improves the Overall Customer Experience
  • Facilitates Targeted Public Relations & Communications
  • Provides Additional Channel for Customer Service
  • Highly Customizable Solution with Flexible Deployment Options
  • Cost Effective / Low TCO/ reduces operational cost
  • Provides Proactive Compliance
  • Litigation and Risk Avoidance Management
  • Includes Robust Feature-rich Platform for Increased Efficiency
  • Effortless Regulatory Compliance including FDA, HIPAA and more
  • Encourages Thought Leadership Marketing

Configurable policies can be set for your situation

Manages all your social profiles in one place

Manual or Automatic Post Approval Process

Mobile Client Lets You Post From Anywhere


Black List Allows You to Easily Block Non- Compliant Posts

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