Who we work with

/

Finance & insurance

Social media for
finance & insurance

Social media for
finance & insurance

Social media for
finance & insurance

Plain-English explainers, tips and company updates that build trust with customers and keep you top of mind when they need you.

4.9/5 · 124 reviews

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Money tip

Money tip

✔ Approved

✔ Approved

Trusted by Finance & insurance brands

Trusted by Finance & insurance brands

Dovetail

Dovetail

Intrinio

Intrinio

The problem

Is your finance business struggling with social?

Is your finance business struggling with social?

Is your finance business struggling with social?

People want to trust you before they get in touch. A dry or empty feed gives them nothing to go on.

yourbusiness

Last post · 14 March

Finance & insurance

yourbusiness

Last post · 14 March

Finance & insurance

0 enquiries this month

01

01

Dry topics, low engagement

Finance is important, but posts rarely get a reaction.

02

02

Trust is everything

Customers need to feel confident before they get in touch.

03

03

Rules on what you can say

Compliance makes posting feel risky and slow.

Where we come in

Where we come in

Where we come in

Money decisions are built on trust. Clear, consistent content shows customers you are the safe pair of hands.

Money decisions are built on trust. Clear, consistent content shows customers you are the safe pair of hands.

Money decisions are built on trust. Clear, consistent content shows customers you are the safe pair of hands.

Your designer

Your copywriter

★

Included in your plan

Part of social media management, so it comes with your £399/mo subscription. No add-ons, no extra invoices.

★

The same team each month

Your designer, copywriter and account manager stay on your account and get to know your brand.

★

Nothing goes out without you

You approve every post in the Planable portal before it is published.

Results

What 90 days of sorted looks like

What 90 days of sorted looks like

What 90 days of sorted looks like

Every client gets a monthly report. These are the numbers from three of them, pulled straight from their account insights.

Every client gets a monthly report. These are the numbers from three of them, pulled straight from their account insights.

SaaS & Tech

Instagram

+312% Instagram reach in 90 days

A steady weekly rhythm of product tips, customer stories and behind-the-scenes posts turned a quiet Instagram into wenodo’s biggest source of new followers.

+312%

Instagram reach

+1,240

new followers

6.8%

engagement rate

SaaS & Tech

Instagram

+312% Instagram reach in 90 days

A steady weekly rhythm of product tips, customer stories and behind-the-scenes posts turned a quiet Instagram into wenodo’s biggest source of new followers.

+312%

Instagram reach

+1,240

new followers

6.8%

engagement rate

Content

What we post for your finance business

What we post for your finance business

What we post for your finance business

Four content types we build every finance calendar around, written in plain English and signed off by you.

Four content types we build every finance calendar around, written in plain English and signed off by you.

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Explainers

Plain-English guides

Carousels that make pensions, cover and rates easy to follow.

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Tips

Money tips

Short, useful tips customers save and share.

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Proof

Client stories

Reviews and outcomes shared with permission and within the rules.

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People

Meet the advisers

The faces behind the advice, so the first call feels easy.

Platforms

Where your customers scroll

Finance buyers check LinkedIn and Facebook before they get in touch. We lead there and use Instagram for simple tips.

How it works

Live in 5 days

Live in 5 days

Live in 5 days

You spend about 30 minutes a month: a quick refresher form and approving in the portal. The team does the rest.

Powered by

01

01

Subscribe & onboard

You · 10 min

Check out, then fill in one short form about your brand, voice and goals and connect your channels.

02

02

Research & brand bible

Us · days 1–4

We study your market and competitors with social listening and write a brand bible for you to sign off.

03

03

Copy, design & planning

Us · days 1–5

Your copywriter and designer make the month’s posts from scratch and plan the calendar.

04

04

Approve in the portal

You · ~10 min

Your month lands in the Planable portal. Comment on anything, revisions are unlimited, then approve.

05

05

Publish & report

Us · every month

We post across your channels at the right times and report on what performed.

06

06

Monthly refresher form

You · ~20 min a month

Tell us about launches, offers and news for next month. Together with approvals, that’s about 30 minutes a month.

Testimonials

Trusted by companies worldwide

Trusted by companies worldwide

Trusted by companies worldwide

Socials Sorted client
Socials Sorted client
Socials Sorted client
Socials Sorted client

+200

4.9/5 · 124 reviews

Fusion

“Working with Socials Sorted has been transformative, it’s allowed us to scale our workflow to produce more social content than before.”

Miles B.

Head of Creative

01 / 04

Cadastra

Four Reasons

Gentle Goals

Fusion

★★★★★

“Working with Socials Sorted has been transformative, it’s allowed us to scale our workflow to produce more social content than before.”

Miles B.

Head of Creative

One simple plan

£399

/mo

Paid quarterly. No long-term contract, cancel any time.

✔

Up to 12 designer-made posts a month

✔

Captions written in your voice

✔

Instagram, Facebook, LinkedIn, TikTok and X

✔

Planable client portal, unlimited revisions

✔

Dedicated account manager

✔

30-day money-back guarantee

FAQs

Frequently asked questions

Frequently asked questions

Frequently asked questions

What happens after I sign up?

You get a 10-minute onboarding form and access to your client portal. We build your brand bible in week one and your first posts land within 5 working days.

How will you know what to post for my brand?

What if I don’t like the content?

How quickly will I get my first posts?

How much time does this take me each month?

Which platforms do you manage?

Do you use AI to create the content?

Can I cancel anytime?

How does the 30-day money-back guarantee work?

Can I still post on my own accounts?

Do you work with businesses in my industry?

Who owns the content?

Your first posts can be live next week

Your first posts can be live next week

Your first posts can be live next week

Subscribe, fill in one short onboarding form, and we get to work on your strategy. Your first posts are with you within 5 working days.

Newsletter

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