Risk and regulatory issues should not be a
reason to completely avoid social media.
• All companies must have a social media policy in place
• Supervisory/tracking policies and procedures regarding
• Not having a social media policy in place, even one
prohibiting social media, is the most common violation
of FINRA industry regulations
• Failing to enforce existing social media policies was the
second most common violation
• Product representation and UDAAP issues
FINRA (Financial Institutions) and SEC (Investments
Advisors) provide regulations for everyone in the financial
industry to maintain:
Influencers & Advocates
Nurture your member relationships.
Three sure-fire ways credit unions can use social
Social marketing humanizes your brand
Social is the thread that runs through all
integrated marketing strategies.
Social Road Map
A successful social marketing strategy begins
with a strong foundation
Social KPIs you need to measure
Referral traffic from social properties
Click rate on social shares
People talking about your credit union
# of twitter followers & re-tweets
Member dialog with your credit union
Key Tips to Take Home
Social media isn’t just for teenagers. It’s
become too big to ignore.
Social media is emerging as a new way to
cross-sell to existing members.
Regulations don’t have to hinder your ability to
have an effective social marketing strategy.
Now is the time to invest in creating or revisit
your social marketing strategy.
Get this story via infographic at
Deluxe Corporation is the NAFCU Services Preferred
Partner for Check Printing, Online Check Ordering,
Check Fraud Prevention, and Member Loyalty Solutions.
Learn more at www.nafcu.org/deluxe or visit us in the
Preferred Partner Pavilion, Booth #12.