10+ Financial Social Media Templates

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Social media is a potent tool in communicating information to the masses, that too in a simple, broken down format. When it comes to financing, the case is no different. If you are a huge business or even a financial startup with an eye for growth, there is no ignoring the social media game, for that is where businesses are transacted, and the audience is attracted, these days. These steps will prepare you to launch an effective social media strategy plan of your own.

101+ Social Media Agency Templates in PDF, Word, Excel, PSD, Google Docs, PowerPoint, Apple Pages, Google Sheets, Publisher, Apple Numbers, Illustrator, Apple Keynote, Google Slides - START DOWNLOADING

5 Steps to Create a Financial Social Media

Step 1: Decide Your Content and Tone

Analyze your objectives and target demographic accurately, and develop a content to suit it. This is the key determinant in your social media strategy, as your content, tone, and approach will differ for each target demographic.

Step 2: Be Concise and Attractive

When drafting a social media post, it can be very easy to get carried away. But remember, the character limits exist for a reason. Shorter posts do better, especially when it comes to subject matter heavy posts such as financial ones.

Steps 3: Ensure That You Dumb It Down

Financial jargon can be very intimidating to many. The arithmetic, the formulae, and the obscure abbreviations might make your audiences’ head spin. You certainly do not want your audience to be confused reading your posts, so make sure that you explain the concept in the simplest manner possible.

Step 4: Don’t Be Traditional, Funk It Up

If you associate financial content with traditional designs, you might be missing out on a lot of fun. Finance posts can be sleek, professional. They can also be funky and colorful. Your post is what you make of it- so communicate your values, your philosophy through it. Don’t fail to infuse some life into your post. If you are creating for a younger audience, you’re in for luck!

Step 5: Look At What Competition Is Doing

Let’s face it- the most important part of all this is setting yourself apart from all your competitors in this cut-throat environment. So the one thing you absolutely need to do is study what everyone is doing. Survey the tone and content in your competitors’ posts, and which demographics they are targeting. This is going to help you when you identify your own strengths and resources.

10+ Financial Social Media Templates

1. Social Media Financial Template

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File Format
  • PDF

Size: 387 KB

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If you are a financial institution looking for a comprehensive social media strategy, this is the right template for you. An exhaustive document that covers all aspects of a social media strategy, this is sure to drive your business to success. So download this customizable template and edit according to your requirements.

2. Standard Social Media Guide Template

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  • PDF

Size: 184 KB

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This social media guide covers everything, right from compliance with laws, to outsourcing to third parties. What more does one want? A powerhouse guide that is sure to aid you in forming an effective social media strategy proposal, be sure not to miss this.

3. Elegant Financial Services Social Media Template

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  • PDF

Size: 650 KB

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This versatile social media guide can enlighten you about effective marketing for your financial services organization, be it for newsletters, or for a social media sample template. It covers all points, from forming a strategy to executing it properly. But that’s not even the best part- this guide has an intuitive, attractive design, that breaks everything down into simple terms, for you to read, learn, and succeed.

4. Social Media Financial Services Presentation

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  • PDF

Size: 336 KB

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This presentation is an absolute winner. To drive home the importance of social media for your financial services business, it goes over the merits and demerits of every single aspect of the issue- from what statutes you need to comply with, to what key points you need to consider, like carrying out a market survey.

5. Sample Social Media Financial Template

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  • PDF

Size: 533 KB

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From what social media theme platforms to use to make your business grow, to who is responsible, this factual template contains it all. A one-shop stop for your organization’s social media marketing proposal strategy needs, this template also reiterates the importance of social media going well together with your entity’s marketing policies.

6. Simple Social Media Plan Template

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  • DOCX

Size: 85 KB

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This well-designed template is geared to make your strategy decisions easy. Complete with a checklist of all you need to do, this social media marketing plan template breaks the humongous strategies into simple tasks, for you to follow and watch your business be celebrated better than ever.

7. All-in-one Social Media Strategy Template

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  • PDF

Size: 1 MB

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It really does live up to its title. An exquisitely designed handbook, with everything you ever need to know about basic social media marketing, including how many posts to make, where to post, and what to post- isn’t that’s all anyone wants in a template? This is truly a gem of a handbook, sure to make your marketing more seamless.

8. Social Media Financial Advisory Template

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  • PDF

Size: 4 MB

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It is difficult establishing and running a business as a financial advisor, as it is. Building an effective social media strategy might just add to your worries. Well, fret not, for this sample social media marketing template gives you all that you need to be aware of, in an easy funnel format, to make sense of, and implement.

9. Basic Social Marketing Financial Template

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  • PDF

Size: 976 KB

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In just a few simple steps, this social media marketing plan template will equip you with a foolproof strategy to grow your business organically. If jargon and surveys intimidate you, this template is the one for you, with its simplistic approach towards social media marketing.

10. Basic Financial Social Media Template

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  • PDF

Size: 755 KB

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If you are still not convinced by the need to have a watertight social media strategy, KPMG sorts it out for you. Replete with graphs and data, this guide underlines the shift that has occurred in marketing, and dives deep into the whys and hows of social media marketing postcard, specifically for your financial services firm.

11. Financial Services and Social Media Success

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  • PDF

Size: 1 MB

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A broad analysis done by Linkedin- it sure can’t get any better than this. To make your business truly succeed, you have to get in on the social media marketing game, there’s no doubt about that. But how does a financial services institution set itself apart in this competitive environment? Check this template out to learn.

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