An ABA-endorsed social media marketing platform for financial institutions—compliant multi-channel campaigns, content library, analytics, and approval workflows.
Founded: 2012
Headquarters: St. Louis, MO, USA
Ownership: Private
Funding / valuation: Undisclosed
Serves: Both (Banks-heavy) — All tiers
Notable customers: ABA member banks
Core integrations: Social channels; compliance workflow
Capabilities: Social Intelligent Virtual Agent; Social Media Automation; Smart Social Moderation; Sentiment Analysis; Seamless Agent Escalation; Omnichannel Inbox
Compliance watch-outs
Loan-officer and advisor social posts fall under FINRA and state lending-advertising rules—AI review adds nuance on top of existing compliance hooks.
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