INDUSTRY USE CASE

Finance

Retail banks, private wealth firms, and insurance companies have diverse workforces—branch employees, financial advisors, or individual agents often working remotely. The challenge for many financial services firms is getting information about compliance, regulation, and even new products to its employees in an expedited and uniform way.

Our Approach

With the SocialChorus platform, financial services communicators have one place to plan, create, and publish mission-critical employee communications. They can push content to any channel that employees use—from mobile to email to intranets. Communicators can automate campaigns, require read receipt, and measure the impact of their communications with easy-to-use reporting tools.

How can you get information about compliance, regulation, and even new products to your employees in an expedited and uniform way?

Common Challenges

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SENDING COMMUNICATIONS TO A DISPERSED GROUP

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DELIVERING THE LATEST UPDATES QUICKLY

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EMPLOYEES DO NOT FEEL CONNECTED TO THE GREATER COMPANY

The SocialChorus Solution

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Automate and Personalize

Send personalized messages to target segments and specific employees from one platform. Employees access your content on their preferred device and channel.

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Track Acknowledgement

Confirm read receipt of any critical communications in real time. Measure reach and track communication efficacy and optimize your workflow.

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Keep Them Connected

Use the platform to connect your employees to larger corporate programs, and each other. With innovative tools like video and commenting, your employees will feel part of the bigger pictures.

A REAL WORLD EXAMPLE

SocialChorus Helps Insurance Company Employees Defeat Damaging State Bill

A health insurer faced a punitive reform proposal from the state governor to restructure the company’s board and use their reserves – rather than state funds – to pay for anti-addiction programs. It was a time of contentious state budget planning, and the company had to fight back. Their only hope was to convince lawmakers to oppose the bill.

Using SocialChorus, the insurer was able to raise awareness of the issue and galvanize their local employee base to protest the bill. The team identified groups of employees in the area and set up a secure platform for shareable content, using the SocialChorus platform.

The insurance company was able to reach more employees than ever before which helped them organize protests at the Statehouse. With SocialChorus, the company was able to mobilize an army of supporters, connect them to each other and thus amplify their voices, and ultimately defeat the bill.

Modernize Your Regulatory Communications

Compliance information isn’t something that should linger in email inboxes. Publish and distribute them from one source.

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