Social Media for Financial Services - Searchlight Insurance Training

Social Media for Financial Services

Successful businesses need a social media strategy. It is no longer optional as a generation of customers brought up in the digital age start to make their presence felt in the market.

For many firms it is a step into the unknown with the added complication in the financial services sector of having a regulator peering over your shoulder.

This course will give you a comprehensive introduction to the world of social media, help you develop the right strategy for your business and equip you to put in place the tools and policies to deliver it with confidence and real impact

Level: n/a

Duration: 1 day(s) CII CPD Hours: 6


By the end of this workshop delegates will be able to:

  • Introduce the main social media platforms and their key characteristics
  • Explore the social media options available to different businesses
  • Learn about the regulatory context for using social media in financial services
  • Identify your key messages and how to get them across
  • Learn how to build the right audiences for your business
  • Analyse the effectiveness of your social media strategy and its delivery
  • Build an understanding of how to measure the effectiveness of a social media strategy


  • What can social media achieve in a business context?
  • Who are your customers and how do you find them?
  • The regulatory context: FCA guidance and data protection
  • Identifying the right networks and platforms for your business
  • Creating a strategy that is right for your business
  • Building audiences for your products and services
  • Building engagement and joining the conversation
  • Generating leads and new business
  • Measuring the benefits
  • Managing social media: people and policies
  • Handling the risks: social media ‘firestorms’ and crisis management