BSG Financial Group to Host Social Media Webinar for Community Financial Institutions

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Session to Instruct Community Banks and Credit Unions How to Successfully Execute a Social Media Strategy With Limited Resources

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Win With Social Media Webinar

The webinar will explore the value of social media and explain to financial institutions how they can participate economically and effectively regardless of their size, budget or talent.

BSG Financial Group, a group of independently organized companies that provides revenue-enhancing programs and compliance solutions for financial institutions nationwide, announced today it will host a webinar for financial institutions entitled, "Win With Social Media… Even if You Don’t Have the Time or Team." The free webinar will instruct community institutions how to successfully execute a compliant social media strategy with limited resources or experience. The webinar will be held Tuesday, July 19, 2016 at 11 am EST.

The webinar—especially relevant to bank and credit union Marketing, Social Media and Compliance officers and teams—will explore the value of social media, from both a marketing and compliance viewpoint, and explain to financial institutions how they can participate economically and effectively regardless of their size, budget or talent.

The webinar presenter is Sara Harris, Administrative Director for Insight CRM Solutions, developer of Social IQ™, a social media management software system for community financial institutions.

In the 60-minute webinar, attendees will learn:

  • The Value of Participating in Social Media Marketing for Financial Institutions

-What can you accomplish with social media?

  • Best Practices

-Do’s & Don'ts

  • Must-Haves for Financial Institutions
  • Listening across social networks and the web
  • Compliance
  • What the regulators say about social media
  • How to manage it effectively
  • Tools to help you develop a social media strategy

Attendees to the webinar will also be eligible to receive a free 60-day trial of Social IQ™–an online social media management platform for financial institutions–by registering for a no-obligation software demo after the webinar.

Who: BSG Financial Group in conjunction with Insight CRM Solutions, LLC
Presenter: Sara Harris
When: Tuesday, July 19 at 11 am EST
Who Should Attend: Bank and Credit Union Marketing, Social Media & Compliance Officers & Teams

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: Overdraft Management Solutions; 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; and IQ Development, LLC. For more information about the company, visit

About Insight CRM Solutions, LLC
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
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