Financial Services Industry Archives - SOCi

Financial Services Visibility Benchmarks | 2026 Local Visibility Index

Mary Deitsch — Fri, 10 Apr 2026 15:58:40 +0000

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The New Rules of Financial Services

Cora McKenzie — Wed, 18 Jun 2025 20:43:09 +0000

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Watch On-Demand: The End of the Google-Only Era

Cora McKenzie — Mon, 09 Jun 2025 20:29:31 +0000

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Scaling Trust and Traffic: Tower Loan’s Digital Growth Powered by Genius AI

Cora McKenzie — Fri, 06 Jun 2025 16:08:49 +0000

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How AI Agents Are Changing Multi-Location Marketing

Mary Deitsch — Wed, 19 Mar 2025 15:01:35 +0000

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Turning Tax Season into a Marketing Powerhouse: Liberty Tax’s Digital Revolution

Cora McKenzie — Tue, 11 Mar 2025 19:13:08 +0000

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Liberty Tax Transforms Marketing Strategy by Leveraging SOCi for Growth and Local Success

abajoris — Wed, 20 Nov 2024 07:03:35 +0000

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SOCi Local Visibility Index 2024: Charting the Course for Growth in Financial Services

Braden Ketch — Mon, 07 Oct 2024 21:39:27 +0000

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Driving SEO, Growth, and Engagement: Estrella Insurance’s CoMarketing Experience With SOCi

saad — Wed, 17 Jul 2024 14:25:26 +0000

“Our franchisees have a responsibility to fulfill and invest in their local marketing. The customer needs to learn about Estrella Insurance first from the franchisee, not corporate. SOCi helps us play out that strategy with local SEO help, appearing in the 3-pack for “insurance near me”; maintaining good ratings; increased social media marketing by utilizing SOCi to get in front of more people and create more content for our locations to able spread the word; and with reviews. Any type of direct engagement with customers in reviews or Smartbot responses is important.” - Christian Montiel, Director of Business and Product Development for Estrella Insurance Continue Reading Driving SEO, Growth, and Engagement: Estrella Insurance’s CoMarketing Experience With SOCi

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First Montana Bank Increases Brand Awareness With Localized Digital Marketing

Amanda Schulte — Thu, 06 Apr 2023 18:02:06 +0000

First Montana Bank has been a community bank serving eight diverse markets from small, rural communities to cities like Missoula, across Montana since 1913. First Montana Bank also has the distinction of being named Forbes “Best-In-State Bank” for two years running. The small central leadership team takes on many roles as they work to advance the mission of the bank to help Montana’s economy prosper, especially the Vice President of Marketing and Communications, Denise Moore. Moore was looking for a business solutions partner to help develop and implement marketing strategies and programs.

The marketing department needed a way to improve efficiencies in digital marketing that were scalable. The bank knew it needed to revamp its goals to focus on increasing awareness and reach and not be drowned out in a sea of “Firsts” and “Montanas” in the banking space. The team also needed the ability to quickly pull data necessary to compile reports for bank leadership, the Board of Directors, and its chief officers.

“One of the biggest returns on investment with SOCi is the cost of my time. SOCi is our business and marketing partner. We talk and look at our performance and results, and SOCi helps me figure out where to focus efforts and what needs attention. I can then develop programs from that information that help us gain customers.”

– Denise Moore, Vice President of Marketing and Communications

First Montana Bank began working with SOCi as a marketing partner to help refine its localized digital marketing goals and institute programs to increase brand awareness. The bank is using the SOCi platform for Reviews, Listings, Social, Boost PLUS, and Social Listening.

“After talking to many SOCi competitors, I asked how often I would get to interact with a customer ‘partner’. The answer across the board was that appointments could be scheduled on request. As a one-person marketing ‘team’, I knew I needed something more proactive. I wanted a business partner that could brainstorm and find solutions with me. SOCi feels like a Cadillac service. During regularly scheduled standing meetings with my strategic account manager, we discuss the latest business trends, review dashboard information, and dive into actionable business insights which help us hit benchmarks. Social media is a constantly changing and evolving landscape. One person can’t be an expert in everything and SOCi fills in those gaps and keeps me on top of our game.”

– Denise Moore, Vice President of Marketing and Communications

SOCi has helped the bank increase its local social postings by making it easy to schedule and engage with posts, including new social “community conversations”, sharing how the bank supports nonprofits, employee advocacy, and the bank’s community involvement. In local search, the bank now appears for searches that matter near local branches and uses SOCi to measure how it appears for certain keywords and queries to figure out how to move the needle when needed. When the bank first started working with SOCi, zero bank locations appeared for the search, “ATM + local city” in the local pack, and now at least thirty percent of branches appear for this search.

“The SOCi platform is so great for me because I can set up one post and iterate on it from there for all platforms instead of natively. I can schedule ahead of time in one place across the different channels. Before there was no easy way to keep our listings updated, but now with SOCi we do. Because of that, we have seen improvements in Google Maps activity and increases in click-to-call as well. SOCi provides the ability for us to have one consistent voice and keep all messaging on brand.”

– Denise Moore, Vice President of Marketing and Communications

SOCi Results

First Montana Bank conducted a customer survey after implementing SOCi on brand awareness. Thirteen percent of users replied “Yes, they could recall seeing the bank’s social media posts” and are engaged with the bank online. Before SOCi, the response was insignificant.

According to Moore, “the quarterly results SOCi provides help drive us forward.” Those actions show up in how First Montana Bank’s Google Business results have increased in the following ways with SOCi:

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