Social Assurance, the leading provider of content management software for community banks, credit unions, and financial brands, has launched a new task and project management suite. Available to opt-in clients, this powerful feature set is seamlessly integrated into the existing Social Assurance platform and mobile app, enhancing team collaboration and organization.

• Overview of New Task and Project Management Suite

  • Available to Social Assurance clients at no additional cost
  • Integrated into the Social Assurance platform and mobile app
  • Features designed for better organization, task assignment, and team collaboration
  • Tools include task assignment, workflow scheduling, content sourcing, photo organization, deadline setting, and automated notifications

• Features for Managing Marketing Workflows

  • Facilitates multi-step processes like capturing photos, drafting social media posts, and managing compliance approvals
  • Allows users to create individual tasks or larger projects with multiple sub-tasks
  • Tasks and projects can be assigned to team members with due dates, notes, and relevant media like photos and videos
  • Tasks can be tracked in real-time with automatic updates for users

• Enhancing Content Planning and Execution

  • New tools streamline the workflow of marketing and communications teams
  • Enables easy collaboration across departments and channels
  • Information such as photos, videos, and notes can be converted into drafts for social posts
  • Automates notifications and task management for better efficiency

• CEO Ben Pankonin’s Perspective

  • Ben Pankonin, Founder and CEO of Social Assurance, highlights the suite's role in simplifying complex processes
  • He emphasizes that these tools save time for teams while improving content strategy across multiple channels
  • Designed to support teams of all sizes, the tools help teams produce more strategic and effective content

The launch of Social Assurance’s new task and project management suite offers powerful tools for marketing teams, especially in financial institutions, to better organize and manage their workflows. With the ability to assign tasks, manage deadlines, and streamline content creation processes, these features enhance team collaboration and efficiency, all within the Social Assurance platform.