Regardless of how foreign it may seem to some of us, social media is a must for businesses. Here are some tips to help you get started… or grow your efforts!

Be Choosy. Your business does not need to be on every social media platform – there are too many anyway! You don’t want to waste your time preparing content and monitoring pages that are not going to benefit your business.

Strictly Business is Boring. Who is your target audience and what do they want to know? Sure, your customers like to know what you’re doing as a business and when you are having a sale or promoting new products, but they don’t need to hear it every day. Ask your followers questions. Find out what interests they have and information and/or tips they want from you.

Be Responsive. When someone reaches out to you, don’t ignore them! Whether it is a complaint, praise, or a simple check-in at your business, let them know you are paying attention by responding. When a customer complains, apologize for the inconvenience and offer them a resolution. If a customer posts something positive about your brand, like the post, retweet it or maybe even say “Thanks!” Most people just want to know that you are listening to them, and responding is a lot more appreciated then you may think.

Monitor Your Pages. Don’t create an account for your business and then never look at it again. Monitoring what people are saying about your brand is extremely important. If you’re dealing with a small budget, I recommend using Klout as a ranking tool and Hootsuite for posting and listening purposes. If you have a bit more money to spend on social monitoring, I highly recommend the Salesforce Marketing Cloud products Social Studio and Radian6. These two platforms are perfect for keeping track of what’s going on with your pages and for monitoring what people are saying off your pages. You can schedule social posts for the entire month (or more) and engage at the same time. It’s the best of both worlds!

This might seem like a lot to handle at first, but trust me, you will get the hang of it. Don’t be afraid to get creative and have fun with your pages. And remember, if something doesn’t work out, just try a different approach!


Can you think of any other tactics for banks and credit unions to establish a sound digital footprint through social media? Leave your suggestions in the comment section below!