How to Build a Successful Advocacy Program in the Financial Services Industry

In this episode, learn how to build a successful, impactful and compliant employee advocacy program in the financial services industry.

Listen to the Podcast:

Or subscribe on Spotify, Apple Podcasts, or YouTube

Watch the live recording:

Episode Summary

“A key part of my role is trying to amplify our brand voice by employee advocacy, so making sure our people speak not only for themselves but also for the company. Because ultimately, people trust people and they want to hear real voices.”

In the financial services industry, building trust and establishing a credible brand image are essential for success.

One of the most effective ways to achieve this is through employee advocacy.

While compliance and industry regulations present challenges, they do not make employee advocacy impossible. Financial institutions can still thrive by adopting the right approach.

In this episode, Lesia goes Behind the Post to give an inside look at how she developed a compliant and successful employee advocacy program for her financial services company.

She shares proven tactics for encouraging employee participation while ensuring strict adherence to industry regulations. This includes the use of internal weekly newsletters to keep advocates informed about the latest content, her structured content approval process, and an internal academy where advocates must pass a compliance test before onboarding.

From establishing clear guidelines to navigating varying regulations across global teams, Lesia reveals everything you need to know to replicate her success in your own organization

Hot Topics:

• The internal academy course she designed to ensure advocates understand compliance regulations
• Strategies for navigating different legal requirements across global teams
• Her content approval process for maintaining compliance
• How she encourages advocates to humanize their online presence

Meet Lesia

Lesia is a seasoned digital communications expert with a rich multicultural background, having been born and raised in Russia and lived in Germany and the US before settling in Switzerland.

With a career that began in social media long before it became mainstream, Lesia has been shaping the digital landscape since 2011. Over the past eight years, she has specialized in the Swiss banking sector, focusing on digital and online communication.

Currently, Lesia spearheads key projects in employee advocacy and social selling, driving brand awareness and lead generation with innovative strategies.

Love going Behind the Post? Catch all of the episodes here and don’t forget to leave a review!