Put your financial services’ business social media design and management on auto-pilot with our suite of social media packages for one affordable, flat-rate monthly payment.
A picture says a thousand words, so let’s get your social media talking!
At Practice Proof, our expert designers specialise in creating captivating, on-brand visuals that make your social media shine and most importantly, engage your existing and potential clients/patients.
Whether you need eye-catching posts, engaging stories, or compelling ad graphics, we deliver stunning designs with super-fast turnaround times.
Social media marketing for financial services practices has evolved to be a pivotal part of connecting with clients, building brand awareness, and even conducting industry research. It’s an early warning system for what’s happening in the field, offering insights into competitors’ movements and potential PR crises. Social media listening and analytics tools are essential for understanding industry trends and gauging customer preferences, helping to refine your strategy over time.
One of the key benefits of social media for financial services is the ability to reduce effort and costs by centralizing content through a shared social media management platform. This allows staff access to pre-approved, compliant content and ensures consistent messaging that supports strategic goals. Moreover, it addresses the top concerns of financial advisors regarding social media use: the lack of time and the fear of making a mistake.
Social media also plays a crucial role in providing unified digital customer service. As financial services become more digital, it’s important for customer service to be accessible across platforms where customers already spend time.
Social customer service tools can integrate with CRM systems, ensuring compliance with response times and record-keeping. Financial services have found success through targeted social advertising by segmenting their audience into groups that resemble their current customers.
The use of platforms like Meta for organic engagement and advertising options, LinkedIn for professional networking, and YouTube for extending the reach of campaigns has been particularly effective.Campaigns that tell client stories and highlight the positive impacts of their high-net-worth clients, like BNY Mellon’s #DoWellBetter, create a human connection that resonates well on social platforms.
Financial institutions that employ a consistent tone of voice and frequent messaging that aligns with their brand position, like TSB, can effectively use social channels to reinforce their brand identity.
In implementing a social media strategy for financial services, compliance is non-negotiable. All communications must be archived, and a social media policy must guide social media use within the organization, addressing security protocols and defining team roles and approval structures.
To harness the full potential of social media in financial services, practices must understand the unique strengths of each platform, focus on creating engaging and compliant content, and maintain a consistent brand presence across all channels.
Practice Proof have been effective in delivering comprehensive marketing services that are tailored perfectly to our firm.
The Practice Proof team provides us with detailed analysis that allows us to be informed when making budget decisions.
We are very pleased to have Practice Proof working with us.
Have you heard the one about the visionary, superb designers and wonderous organiser that together combat the saturated world of law firm marketing?
Practice Proof makes this a reality every day with unique, out of the box ideas executed brilliantly that speak to our clients and team and honour our brand perfectly.
We engaged Dan and Practice Proof to revamp our business website. The result exceeded expectations!
Scope of work was explained in a way that was easy to understand and they were up-front if any additional costs were to be incurred. They continue to provide outstanding support to us regularly.
Rather than tell us we needed a new web page and to spend a heap of money on SEO, Dan took the time to review our strategy, understand our market position, and got us producing content where in the past we had always struggled with this area. Dan and his team are innovative, supportive and fast, a real pleasure to deal with and we are achieving fantastic results.
Practice Proof are a delight to deal with – and a fundamental partner in our business. As a lawyer before he was a marketer, Dan gets what law firms are all about. Absolutely five star. I recommend Practice Proof to anyone I can.
Excellent service! Systematic and consistent. Dan and the team have worked with us over many years to take us from being a dabbler in the market place to a leader across all measures. Very happy to recommend Practice Proof.
Our firm has benefitted enormously from the expertise that Practice Proof brings with marketing. From website design, SEO, content writing, graphic design and management of our Google Ads, Practice Proof has been second to none in our experience going back many years and we’ve tried plenty of other agencies.