Social Smart Social Media Compliance Software -

Social Media Compliance for Financial Services

Social Media Compliance for Financial Services – Social Smart is our flagship social media compliance and archiving platform that allows financial services organizations to leverage social media in a compliant manner based on the social media compliance policies specifically designed for financial services.  In addition, you can set up specialized policies specifically for your organization.

Social media is an important tool and many financial services companies face legal and regulatory issues as specified by SEC, FINRA, FERC, FFIEC and Sarbanes Oxley that currently prevent or limit the use of social media.  Consumers are using social media, and financial services companies are already exposed to this risk to some degree as a result of this usage. Social Smart allows you to increase sales and reduce this risk by interacting with the major social media outlets in a compliant manner.

Social Smart is also convenient and easy to use.  The mobile and browser interfaces allow you to manage all your social media profiles in a single place.  The multi-post feature allows simultaneous postings to Twitter, Linkedin and Facebook in a compliant manner from a single screen.  All posts are automatically fed through the completely configurable Social Smart manual or automatic approval process so you can feel confident that posts are compliant before they reach the social networking outlets.

Unique Qualities of Social Smart

  • Built for the enterprise
  • Available on premise or in the cloud
  • Can prevent non compliant posts before they happen
  • Extremely configurable
  • Tailored specifically for Financial Services
  • Easy to use
  • Works with your existing archiving solution

Unique Qualities of Social Smart

Proactive solution that prevents non compliant posts
Automatically archives all activity
Works with Facebook, Twitter and LinkedIn
Extremely configurable
Available for most industries
Easy to use
Works with your existing archiving solution
Available on premise or in the cloud

Key Features

Configurable policies can be set for your situation
Manages Facebook and all your social profiles in one place
Manual or automatic post approval process
Mobile client lets you post from anywhere
Built in archiving and retrieval
Black list allows you to easily block non-compliant posts

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