10 (Compliant) Social Media Ideas for Financial Services Companies
For financial services companies, social media is a powerful marketing tool for reaching clients and prospects. However, cutting through the clutter...
A Mortgage Marketers Guide to TikTok Compliance
One of the most vital components of online marketing – or any marketing - is that you are targeting the types of people that you hope will ultimately...
Your 2023 Compliance Checklist
While it feels like the new year has just begun, one glance at the calendar is enough to confirm that 2023 is flying by. Don’t let another day pass...
Working the Network: How Mortgage Loan Officers Are Using LinkedIn
Despite the rapid addition of new platforms to the social media landscape, LinkedIn remains one of the most popular in terms of use, beating out...
TCC (Taking Care of Compliance) – A Spotlight on FINRA Social Media Compliance
The phrase “Taking Care of Business (TCB)” is synonymous with the King of Rock n’ Roll Elvis Presley, who utilized the acronym with a lightning bolt...
3 Reasons Why Mortgage Social Media Marketing Is Worth the Risk
Social media has emerged as one of the most powerful tools in digital marketers’ toolbox. However, in the highly-regulated world of mortgages where...
5 Social Media Post Ideas for Banks to Drive Customer Acquisition and Retention
With 72% of U.S. adults reporting using at least one social media platform, social media is an obvious channel through which banks can engage with...
That’s Not My Page! Social Media Made for You, But Not by You.
Carefully curating a corporate mortgage/financial services social media presence is practically a full-time job, given the intense regulatory focus...
Mischief Managed: Managing Social Media Risk as Part of Your CMS
Having a compliance management system (CMS) is a well-known regulatory imperative, but did you know that mortgage lenders and financial institutions...