Episode 95 - How to Make Complex Financial Topics Scroll-Stopping on Social Media

In this episode, Meredith Olmstead and social strategist Sophie Bawany share how credit unions and banks can make financial content actually work on platforms like Instagram and TikTok. From simplifying the message to embracing real, behind-the-scenes moments—this episode is your cheat sheet for Gen Z engagement.

Key Takeaways:

• Simplify to Amplify - To engage younger audiences, financial institutions must strip away jargon and break complex topics into digestible, relatable bites—think “Part 1 of 3” video series or carousel posts that mirror how people actually scroll.
• Ditch the Polish, Embrace Personality - Overly produced content doesn’t perform well on platforms like Instagram and TikTok. Raw, behind-the-scenes, staff-led Reels and face-to-camera clips feel more authentic—and authenticity wins trust.
• Use Platform Features with Purpose - Polls, sliders, trending audio, and direct calls to action (CTAs) are native to social platforms for a reason. Smart marketers use them to boost engagement and drive community interaction, not just impressions.