Social Media Marketing for Financial Institutions

Agenda

Introduction to Using Social Media in Banking

• What Social Media Is
• What Social Media Is Not

What's This All for? Measuring Performance and Return on Investment

• Potential Value and Challenges
• Short-Term vs. Long-Term Goal

So Many Options - Selecting and Prioritizing Social Media Platforms

• Where to Start
• Where to Expand
• Where to Experiment

What Content Should Be Published? Social Media Content Strategy

• What Works and What Doesn't
• Frequency and Timing

Who Should Manage It All? Social Media Management Options

• Considerations for In-House Personnel and External Partners

It Takes so Much Time and Effort - Social Media Tools and Platforms

• Types of Tools and Options

How Can We Accelerate Results? Social Media Advertising Best Practices

• Advertising Campaign Types
• Targeting Options
• Best Practices and Examples

What About Compliance? Social Media Compliance Best Practices

• Necessary Documentation and Policies

What Are Influencers? Leveraging Social Media Influencers

• Best Practices and Considerations
• Activating Internal Influencers

What's Hot Right Now? Considerations for TikTok® and Other Social Media Trends

• TikTok Observations
• Navigating Social Media Trends

Closing and Questions and Answers

• Final Thoughts on Using Social Media in Banking

Credits

Faculty

Brian Reilly

Bankbound

• Managing director of BankBound, a digital marketing agency focused exclusively on financial institutions
• Self-proclaimed ‘bank marketing nerd,’ he has personally worked with hundreds of banks and credit unions across the country to better leverage digital channels to support strategic goals
• Certified in a wide range of digital platforms but remains in constant pursuit of the best performing tactics for financial institutions leveraging social media, search engine optimization, content marketing, digital advertising, email automation, and more
• Publications include Tearsheet, BAI, BankingDive, Financial Brand, ABA Banking Journal, American Banker, and more; he’s presented at banking industry and association conferences and recently contributed to the American Bankers Association online training curriculum, “The Fundamentals of Successful Digital Marketing: Digital Transformation”