Products

Slides for Social Media User-level Training

Slides for Social Media User-level Training:   These PowerPoint slides can be inserted into your existing user-level training.  Not only do they help users understand why policies exist for social media, but they also include helpful slides about how your users can prote...
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Social Media Audit Checklist

Social Media Audit Checklist:   This is the checklist we use when we audit a bank, to ensure they are properly managing their existing social media sites.  For a better deal, purchase as part of the Social Media Policy Kit! All templates are color-coded, and don’t ...
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Social Media Development Standards

Social Media Development Standards:   This document provides guidance to social media site developers so that all vulnerabilities exposed in the social media risk assessment process are properly addressed.  Customizing this document to your organization will help your te...
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User Guidelines for Social Media

User Guidelines for Social Media:   This guidelines document is intended to aid your user-level training.  Not only does it include information about the Social Media Policy, but it also suggests ways users can protect themselves while social networking.  For a better de...
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Social Media Policy

The Social Media Policy:  This user-level document governs how users are to use both while on company time and while on personal time.  It includes required disclosures related to Section 7 rights under the National Labor Relations Act (NLRA).  The required controls it e...
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Commercial Customer Awareness Training Flyer

Commercial Customer Awareness Training Flyer and Checklist:   This re-brandable flyer template makes a GREAT agenda for your one-on-one training with your commercial customers.  It has tear-out pages for ACH, Wire Transfer, Business Billpay, and other high-risk transactio...
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Identity Theft Prevention Flyer

Identity Theft Prevention Flyer:   This re-brandable flyer template is intended to aid your customer training, but also makes an excellent flyer to deliver to customers during a disclosure incident.  It is focused more on identity theft and prevention than on-line safety....
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Public Presence Content Checklist

Public Presence Content Checklist:   An audit checklist we use when we perform an Internet Banking Controls audit.  Definitely makes a great tool to ensure that you are properly addressing your public presence.  For a better deal, purchase as part of the Social Media Poli...
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Consumer Awareness Training Flyer

Consumer Awareness Training: This re-brandable flyer template allows you to present information to your consumers on how they can better protect themselves on-line.  You can re-brand it as a flyer that you hand out in the bank, or you can use portions of it for posts on y...
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Mobile Banking Tips and Trends

Mobile Banking Tips and Trends This re-brandable flyer template focuses in on your customers’ use of smart phones and mobile banking, and makes great fodder for your social media presence as well!  For a better deal, purchase as part of the Customer Awareness Kit! A...
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