Social Media & Financial Institutions: Balancing Engagement, Compliance & Risk

Compliance Marketing

On-Demand Webinar

StreamedApr 13, 2026Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Social media drives visibility, but one wrong post can drive risk.

A powerful communication and marketing tool, active social media engagement can quickly become a compliance and reputational minefield for financial institutions. Learn how to confidently balance creativity and compliance across platforms while alleviating UDAAP concerns, mitigating risk, and strengthening your institution’s digital presence. It is possible to protect your institution while building meaningful connections online!

KEY WEBINAR TAKEAWAYS

Applicable regulatory guidance and expectations for using social media
Required disclosures and prohibited practices on social platforms
How to respond to comments, messages, and complaints online, including when a complaint requires escalation
Social media missteps seen by regulators, and risk mitigation strategies

BONUS MATERIALS

Sample social media policy checklist
Social media compliance risk assessment worksheet

WEBINAR DETAILS

Financial institutions can’t ignore social media, but they also cannot afford to get it wrong. From marketing and accountholder engagement to employee activity and third-party platforms, social media presents a complex web of regulatory, reputational, and operational risks for financial institutions. This webinar will provide a practical roadmap for navigating social media use while maintaining compliance with applicable laws, privacy requirements, advertising rules, and supervisory expectations. Attendees will learn how to responsibly leverage social media as a business and marketing tool without triggering compliance violations, UDAAP risk, or supervisory criticism.

WHO SHOULD ATTEND?

Compliance officers
Marketing personnel
Legal counsel
Operations and IT personnel
Senior management

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.