Social Media Management Webinar for Financial Institutions to be Presented by BSG Financial Group and Insight CRM Solutions

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Webinar Will Feature Tips to Help Financial Institutions Automate Their Social Media Activities and Remain Complaint

BSG Financial Group Social Media Webinar

BSG Financial Group Educational Webinar: Social Media Success-Compliance & Best Practices

BSG Financial Group, a group of independently organized companies that provides revenue-enhancing programs and compliance solutions for financial institutions nationwide, announced today that it will co-present a webinar with software firm Insight CRM Solutions, LLC, entitled "Social Media Success: Compliance & Best Practices." The free webinar will be held on Tuesday, September 22, 2015 at 11:00 a.m. EST.

The webinar—which is especially relevant to financial institution marketing, social media and compliance officers—gives tips and strategies to help financial institutions tackle social media management, which is essential in today’s competitive marketplace. The webinar, which is part of an ongoing educational series that BSG Financial Group provides for its clients and potential customers, explores the value of social media (including monitoring the competition, social listening, marketing insight, reporting, etc.) as well as the ways to remain in compliance and avoid other potential pitfalls.

Using real-world examples, the webinar presenter Sara Harris, administrative director at Insight CRM Solutions, will cover:

  •     Highlights of FFIEC Guidance Pertaining to Social Media Management and Listening
  •     Social Media Management: Where to Begin & Best Practices
  •     The Tools and Solutions That Can Help You Maintain Compliance
  •     What to Expect & Provide in a Regulatory Audit

Insight CRM Solutions is the developer of Social IQ, a social media management software system for community financial institutions.

Who: BSG Financial Group in conjunction with Insight CRM Solutions, LLC
Presenter: Sara Harris, Administrative Director at Insight CRM Solutions
When: Tuesday, September 22, 2015 at 11:30 a.m. EST

About BSG Financial Group
Louisville, Ky.-based BSG Financial Group is a group of independently organized companies that provides revenue-enhancing programs—combined with compliance solutions—for financial institutions to help them meet their financial goals. BSG Financial Group has been a provider of innovative overdraft programs since 1999, including the industry's first cloud-based overdraft management solution, Courtesy Connect(R)/Courtesy Limit™.

The company's additional revenue-enhancing solutions include: Demand Deposit Account Management; Fee-Based Packaged Checking Accounts; Expense Management & Vendor Negotiation; Vendor Management; Social Media Management; and Appraisal Management Services.

BSG Financial Group includes the following companies: CourtesyCloud Management Solutions, LLC; BSG Financial, LLC; IQ Development, LLC; and Sales Performance Group, Inc. For more information about the company, visit

About Insight CRM Solutions
Insight CRM Solutions, LLC is a Birmingham, AL-based software company dedicated to providing marketing solutions to community banks and credit unions.

Insight CRM Solutions introduced Social IQ to assist financial institutions in managing their risk assessment strategy surrounding social media compliance. By implementing Social IQ, financial institutions can more easily comply with regulatory requirements, allowing them to actively participate in social media without the risk of incurring compliance violations. For more information about the company, visit

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Michele Rehm

Michele Rehm
since: 02/2013
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