Social media marketing for banks, credit unions and financial brands, with control built in

Social media marketing for banks, credit unions and fintech that earns trust

Financial brands win customers on social media by being useful: explaining what a credit score measures or how to choose between a fixed and variable rate. The Content Studio helps your marketing team produce that education at a steady pace. Generate images with the AI model of your choice (OpenAI, Google Gemini, Qwen or OpenRouter), compare up to four models side by side, and refine a graphic by chatting with it. Your brand brief, including colors, fonts and an optional logo stamp, is applied automatically, so a rate announcement and a budgeting tip carry the same look.

For video, the system can build storyboard videos up to three minutes, quick AI clips, or HeyGen talking-avatar videos from a script your team writes, such as a short explainer on how to dispute a card charge. Nothing is spent on a storyboard video until someone approves the storyboard.

• Financial education series: budgeting, credit, saving, first-time home buying
• Product explainers for accounts, cards, loans, insurance and investment services
• Rate and offer announcements, reviewed before they go live
• Short videos introducing advisors, branches and community programs

Keyword DM replies for financial services that never improvise

The inbox brings Instagram DMs and Facebook Messenger into one place, along with comment management. Your team sets up keyword rules, for example a DM containing “RATES” returns the link to your current rates page, and a comment of “APPLY” on a product post sends a private DM with the application link, plus an optional public reply. A welcome message can greet first-time DMs and point people to the right resources.

Because automations are rules your team writes and approves, not AI, they send exactly the text and links you set and nothing more. They do not give financial advice, quote personal terms or interpret anyone’s situation. When a message is account-specific, a human handoff pauses automations for that person for 24 hours so a staff member can respond and direct them to your secure channels. Account numbers and personal financial details should never be handled in social DMs, and your welcome message can say so plainly.

Roles, review and an activity log for financial marketing teams

Financial marketing usually needs more than one pair of eyes. Team roles let you separate duties: a content creator drafts posts and videos, a content manager reviews and schedules them, a community manager handles the inbox, and an analyst sees performance without being able to publish. The AI agent can research, draft captions and build content, but it can never schedule or publish by itself; a person always makes that call.

An activity log records every change, so your team can see who drafted, edited and scheduled each post. Two-step sign-in and single sign-on protect access, and the system runs in your institution’s own cloud environment, under your domain and brand.

Enquiry pipeline and analytics for financial brands

DM senders and keyword commenters can be captured as leads automatically, or added from Messages or Comments in one click. Build your own pipeline stages, for example Enquiry, Contacted and Application started, and assign tasks so the right team follows up through your usual channels. The CRM holds names, notes and activity history, not account data, and a person’s data can be erased on request.

Analytics shows Instagram, Facebook and TikTok together: reach, views, engagement, top posts, which formats perform and the best time to post. LinkedIn publishing covers company Pages and advisor profiles for professional audiences.