Financial Institutions to Learn Strategies That Solve Common Social Media Challenges in Upcoming Webinar Hosted by BSG Financial Group

5 Social Media Challenges Webinar

Social media automation allows institutions to execute tasks more easily, so they can enjoy all of the benefits of a well-executed social media strategy.

BSG Financial Group, a leading provider of revenue-enhancement programs and compliance solutions for financial institutions nationwide, will host a webinar on Tuesday, March 20 at 11 a.m. EST entitled, “Five Social Media Challenges for Financial Institutions & How to Solve Them.” The free webinar—which is part of an ongoing educational series that the company provides for its clients and potential customers—will provide strategies for community institutions to help them maintain an effective and consistent social media presence, even if their time and resources are limited.

The webinar presenter, Sara Harris, Administrative Director for Insight CRM Solutions, will focus on five common social media challenges that community institutions face and demonstrate how utilizing an automated social media platform can solve them.

“After setting up their social accounts, many financial institutions soon feel overwhelmed by how much there is to do to stay on top of all of their channels,” said Harris. “Social media automation allows institutions to execute tasks more easily—like answering complaints, monitoring reviews and managing their team—so they can enjoy all of the benefits of a well-executed social media strategy.”

In the 60-minute webinar, attendees will learn how to overcome these common social media challenges:

1. Finding & Engaging with Your Community

a. Why you should be actively ‘listening’ for your brand in cyberspace, even if you do not create social media posts

b. How automated searches can monitor the web/social networks and assist financial institutions in responding to issues    

2. Spreading Social Media Responsibilities… Responsibly!

a. Integrate users and groups into workflow functions

b. Create approval procedures with checks and balances to prevent posts from going live without prior approval

3. Overseeing Team Members’ Posts & Keeping Them Compliant

a. Present options for monitoring and/or integrating employee profiles into your institution’s social media platform

4. Preparing for an Audit

a. The importance of archiving and storing data for reporting purposes

b. The key reports you need for a successful audit

5. Monitoring Review Sites & Responding

a. Retrieve and manage reviews left across the web

b. How negative reviews can lead to operational improvements

Attendees to the webinar will also be eligible to receive a free 60-day trial of Social IQ™–an online social media management platform for financial institutions–by registering for a no-obligation software demo after the webinar.

The webinar is especially relevant to bank and credit union Marketing, Social Media and Compliance officers and teams.

Who: BSG Financial Group in conjunction with Insight CRM Solutions, LLC

Presenter: Sara Harris

When: Tuesday, March 20 at 11 am EST


Who Should Attend: Bank and Credit Union Marketing, Social Media & Compliance Officers & Teams

About Insight CRM Solutions, LLC

Insight CRM Solutions, LLC is a Birmingham, AL-based software company dedicated to providing marketing solutions to community banks and credit unions.

Insight CRM Solutions introduced Social IQ to assist financial institutions in managing their risk assessment strategy surrounding social media compliance. By implementing Social IQ, financial institutions can more easily comply with regulatory requirements, allowing them to actively participate in social media without the risk of incurring compliance violations. For more information about the company, visit

About BSG Financial Group

Louisville, Ky.-based BSG Financial Group is a group of independently organized companies that provides revenue-enhancement and compliance solutions for financial institutions nationwide. BSG Financial Group has been a provider of innovative overdraft programs since 1999, including the industry’s first cloud-based overdraft management solution, Courtesy Connect®/Courtesy Limit™. The company’s additional revenue-enhancing solutions include: Fee-Based Packaged Checking Accounts; Digital Lending Solutions; Vendor Management; Account Acquisition Strategies; Social Media Management; and CD Pricing and Selling Strategies.

BSG Financial Group includes the following companies: CourtesyCloud Management Solutions, LLC; BSG Financial, LLC; and IQ Development, LLC. For more information about the company, visit

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