Social Media Management

Today, everyone is on social media. And by everyone, we mean 3.96 billion people in 2021. These figures show how important it is to use these platforms effectively to reach your audience. The official platforms of your brand must look good and produce content with relevant and engaging messages at the right time and on the right platforms.

Social Media
Social Media
Social Media for Financial Services

An Engaging Social Media Strategy

Let people know what, why, where and who you are

We’re here to craft the perfect social media management strategies for financial professionals.

Jumping on the bandwagon of every single social media platform isn’t our style and ultimately isn’t the right decision. In fact, you may not realise that some of the biggest social platforms may not even bring anything to your business. Instead, we understand the need for a tactical social media management strategy that informs, engages and converts by using the right platforms for your messaging and by reaching your target audience in the right ways.


Audit & Objectives

By taking a look around your current social platforms, we can identify areas that need attention. From profile look and feel to audience analysis and brand voice, we’re able to take away the strain and be your eyes and ears.

Competitor Analysis

We compare your social presence to other firms in the industry. Coupled with our extensive financial marketing knowledge we can give you an idea of the new heights in which we can take your brand.

Identify Personas

In order to target the right people on social media, we create a persona for your audience. Using our research, we will put together your perfect client persona and use it to target their likes, requirements and tailor content to them.

Social & Paid Media

Once we know which direction we need to take and who you want to target, we will bespoke create an all encompasing, engaging social plan. Outlining proposed spend, estimated reach and engagement.

Ads & Creatives

Once the strategy has been finalised we will create weekly social media schedules using a bespoke platform which allows for your sign off. We will also draft out any adverts we plan to run, including creatives.

Campaign Build

The hard work starts here - this is when all our research and development of your campaign strategy gets put into practice. You will still own your social networks - we will simply oversee the activity on your behalf.

Social Platform Optimisation

We take a look through your profiles daily on the various platforms and implement updates and amendments to help enhance your visibility and engagement.


Using a variety of social listening and reporting tools, we’re able to report realtime and monthly using bespoke dashboards and reports ensuring your staying on top of our day-to-day activity and it’s success.