at Financial Technnology Year
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Khoros Marketing from Khoros
Social media planning, publishing and engagement tools, compliance workflows, real-time crisis management, performance analytics, and integrations with archiving and CRM systems.
Product analysis by function
Social Media Management Tools for Business Development and Marketing
Compliance-oriented platforms that facilitate advisor engagement on social media with content pre-approval workflows, archiving capabilities, and analytics to measure engagement.
More Social Media Management Tools
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Account Integration
(8 Yes /8 Known /10 Possible features)
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Multi-Platform Support Connect and manage multiple social media platforms (e.g., LinkedIn, Twitter, Facebook, Instagram) from one interface. |
Khoros Marketing supports integration and management of LinkedIn, Twitter, Facebook, Instagram, and more from one interface as detailed on product materials and public reviews. | |
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Number of Supported Platforms The total number of different platforms the tool can integrate with. |
No information available | |
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API Integration Capability to integrate with external APIs for custom workflows or data transfer. |
API integrations (for archiving, CRM, custom workflows) are specifically listed among Khoros integrations. | |
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CRM Integration Integration with Customer Relationship Management systems to enhance lead nurturing and client management. |
Khoros Marketing’s integrations include direct CRM (Salesforce and others) to support enhanced client management. | |
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Third-Party App Integration Supports integration with marketing and analytics tools such as Google Analytics, email marketing software, and more. |
Support for integration with tools such as Google Analytics, CRM, and other marketing/analytics platforms is highlighted on khoros.com. | |
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Single Sign-On (SSO) Allows users to sign in using a single set of credentials across various platforms. |
Official docs and security overviews reference SSO support using SAML and OAuth providers. | |
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Banking API Support Ability to connect with financial data sources or APIs for compliance-focused content. |
No information available | |
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Data Import/Export Tools Provide tools to import or export data in CSV, Excel, or other formats. |
Data import/export capabilities (e.g. CSV export) are promoted in knowledge base and case studies. | |
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Mobile App Integration Synchronize and manage accounts via dedicated mobile applications. |
Mobile app integration and management are included in product documentation and app store listings. | |
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Two-Factor Authentication Support Supports enhanced security for account logins. |
Two-factor authentication for platform access is referenced in support documentation and security disclosures. |
Content Creation & Scheduling
(9 Yes /9 Known /12 Possible features)
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Post Scheduling Ability to create and schedule posts in advance. |
Advance scheduling of posts is a core feature of Khoros per the marketing page. | |
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Bulk Upload Enables uploading and scheduling multiple posts at once. |
Bulk post upload for scheduling is specifically mentioned as a workflow for enterprise social media teams. | |
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Content Calendar A visual calendar to plan and manage posting schedules. |
Content calendar is shown in product tour/screenshots and listed in feature sheets. | |
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Drafts Management Save drafts for editing and scheduling later. |
Draft saving and editing are referenced as part of content workflows in both user documentation and training. | |
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Suggested Posting Times Recommends optimal posting times based on engagement analytics. |
Suggested posting times based on engagement analytics are listed as a differentiator in their platform overview. | |
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Media Library Stores creative assets such as images, videos, and graphics. |
Media management and asset library is part of the core user experience, extensively referenced in help guides. | |
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Content Approval Workflows Set up structured editing, reviewing, and approval processes. |
Support for approval workflows, including structured editing and compliance controls, is specifically detailed. | |
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Branded Templates Access to pre-built, customizable templates branded for financial advisory services. |
No information available | |
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A/B Testing of Posts Ability to test different content versions for best performance. |
A/B testing for content and reporting on content performance is referenced in analytics and content optimization features. | |
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Multi-Language Support Create and schedule content in multiple languages. |
No information available | |
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AI-Assisted Content Generation Leverages AI to suggest, improve, or auto-generate content. |
AI-powered content suggestions are mentioned in the platform’s roadmap and recent releases. | |
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Video Editing Tools Built-in tools for basic video editing and publishing. |
No information available |
Compliance & Security
(8 Yes /8 Known /11 Possible features)
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Automated Compliance Checks Automatically scans posts for compliance violations (e.g., advertising rules, confidential data). |
Automated compliance check for posts is emphasized for financial, healthcare, and regulated industries. | |
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Audit Trails Tracks and logs user actions for audit and review purposes. |
Comprehensive audit logging for actions and content changes is noted in compliance and enterprise materials. | |
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Data Encryption Encrypts data at rest and in transit. |
References to data encryption in security FAQ and compliance documentation. | |
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Role-Based Access Control Enables granular user permissions and access levels. |
Role-based access controls for teams of all sizes are highlighted in user management workflows. | |
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Legal Hold & Record Keeping Retains and archives posts to meet regulatory requirements. |
Archival and retention features for regulatory compliance, especially for financial/regulated clients, are referenced in product and partner pages. | |
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Approval Workflows for Compliance Allows compliance teams to review and approve posts before publishing. |
Ability for compliance team approval is fundamental for the target audience and documented as a workflow. | |
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Incident Reporting Provides mechanisms for rapid response and documentation of security or compliance incidents. |
No information available | |
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GDPR/CCPA Compliance Supports data privacy laws relevant to clients’ regions. |
GDPR/CCPA compliance referenced on product trust and privacy pages and compliance documentation. | |
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User Authentication Levels Number of authentication levels supported (e.g., two-factor, biometric). |
No information available | |
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Data Storage Duration Length of time data is retained in archival storage. |
No information available | |
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Exportable Compliance Logs Ability to export logs for external audits. |
Compliance logs can be exported for external audit as noted in regulatory materials. |
Analytics & Reporting
(9 Yes /9 Known /11 Possible features)
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Real-Time Analytics Dashboard Up-to-the-minute data visualization for engagement and performance metrics. |
Main dashboard features real-time analytics and performance data. | |
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Customizable Reports Generate reports tailored to business needs, KPIs, or stakeholders. |
Custom reports/KPI dashboards are repeatedly mentioned as a key reporting feature. | |
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Engagement Metrics Tracks likes, shares, comments, click-through rates, and more. |
Tracking of all major engagement metrics is standard and part of every demo. | |
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Followers Growth Analytics Reports on the growth trends of followers/audience. |
Follower growth tracking and analytics, discussed in resources and analytics details. | |
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Sentiment Analysis Analyzes audience sentiment toward social content/brands. |
Sentiment analysis is part of analytics suite as promoted in product and reviewed online. | |
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Campaign Performance Benchmarking Compare performance with previous campaigns or industry standards. |
Features for benchmarking campaign performance against past data and industry are listed. | |
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Referral Tracking Measures website or lead conversions from social media. |
No information available | |
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Custom Metrics Ability to define, monitor, and report user-defined metrics. |
Custom metric creation and reporting is cited as a benefit for enterprise clients. | |
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Data Export Export data for further analysis in external tools. |
Data export to CSV, Excel, and other formats is supported. | |
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Report Delivery Frequency Frequency at which automated reports can be sent. |
No information available | |
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Competitor Analysis Tools Compare performance with competitors or industry benchmarks. |
Competitor benchmarks and analysis are referenced among 'advanced analytics' features. |
Lead Generation & CRM
(4 Yes /4 Known /10 Possible features)
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Social Listening Monitors keywords, brand mentions, and conversations around relevant topics. |
Khoros offers social listening tools for monitoring keywords, mentions, and brands. | |
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Lead Capture Forms Enables creation and sharing of forms to capture client details. |
No information available | |
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Integration with CRM Directly syncs leads and activities to CRM systems. |
CRMs like Salesforce are listed among Khoros integrations for direct sync and tracking. | |
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Automated Lead Assignment Automatically assigns leads to relevant team members. |
No information available | |
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Contact Import/Export Seamlessly import and export contacts between systems. |
Contact import/export features are referenced as part of integrations and data management. | |
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Activity Tracking Monitors lead engagement and records activities. |
Lead and activity tracking is part of CRM integration and core analytics. | |
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Chatbot Integration Supports automated chatbots on social platforms for lead engagement. |
No information available | |
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Lead Scoring Ranks leads by engagement, suitability, or value. |
No information available | |
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Follow-Up Reminders Automated notifications for timely outreach. |
No information available | |
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Custom Lead Segmentation Segment leads into different lists based on criteria. |
No information available |
Collaboration & User Management
(8 Yes /8 Known /10 Possible features)
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Team Collaboration Tools Shared workspaces, comments, mentions, and real-time editing capabilities. |
Collaboration tools, including team conversations, @mentions, and shared workspaces, are showcased in demos. | |
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User Roles and Permissions Set distinct roles and access rights per user. |
Granular user roles, permissions, and access rights regularly highlighted. | |
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Approval Workflow Customization Customize and automate multi-step approval processes. |
Custom multi-step approval workflows are available and are core to regulated-industry features. | |
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Task Assignment Assign tasks and responsibilities to team members. |
Task assignment and responsibilities are part of the work management functionality in Khoros. | |
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Activity Logs Track all user actions for transparency and accountability. |
Detailed activity logs for transparency/auditing are referenced in compliance documentation. | |
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Number of Supported Users Maximum users/accounts who can access the system simultaneously. |
No information available | |
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Notification and Alerts Configurable notifications for events, tasks, and approvals. |
Customizable alerts and notifications for team activities and approvals are referenced throughout. | |
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Internal Messaging Messaging system for communication between platform users. |
In-platform messaging and discussion are available to users for workflow collaboration. | |
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Client Access Portal Ability to grant view or comment access to clients or advisors. |
No information available | |
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Training & Onboarding Modules Guided learning and onboarding resources for users. |
Onboarding modules and user tutorials are included in the onboarding experience. |
Customer Engagement
(7 Yes /7 Known /9 Possible features)
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Centralized Inbox Manage all messages, comments, and replies in one location. |
The centralized inbox for messages, comments, and engagement is a key UI element. | |
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Automated Responses Set up auto-replies to common queries. |
Automated responses (auto-reply/response templates) are a configurable engagement tool. | |
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Customizable Response Templates Flexible message templates for quick engagement. |
Response templates can be customized for fast, repeatable customer engagement. | |
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Tagging and Categorization Organize conversations with tags or categories. |
Tagging and categorization of content and conversations is supported. | |
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Conversation Assignment Assign mentions or messages to specific team members. |
Assignments of conversations/mentions to team members is part of collaborative workflow. | |
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Unify Paid and Organic Interactions Monitor and reply to engagement from both paid ads and organic posts. |
Platform monitors both paid and organic engagement, supporting unified response management. | |
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Response Analytics Metrics on average response time and engagement quality. |
Response analytics such as time-to-respond and conversation quality are available. | |
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Snooze/Follow-up Option to snooze interactions for later follow-up. |
No information available | |
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Language Translation Translate incoming or outgoing messages within the platform. |
No information available |
Advertising & Campaign Management
(10 Yes /10 Known /10 Possible features)
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Ad Publishing Create and publish ads directly to supported platforms from within the tool. |
Ad publishing to supported networks is included for campaign management. | |
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Budget Tracking Monitor spending and pacing across multiple campaigns. |
Budget and spend monitoring across campaign is detailed as a benefit in product literature. | |
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A/B Testing for Ads Test variations of ad creative and messaging. |
Khoros provides A/B testing for advertising messages and creative elements. | |
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Automated Bidding Utilize automated bid strategies to optimize ad spend. |
Automated bidding strategies for paid media are available within the ad management suite. | |
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Audience Targeting Enables granular targeting based on demographics, interests, and behaviors. |
Granular audience targeting is referenced for paid campaign management. | |
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Retargeting Tools Create audiences for remarketing campaigns. |
Retargeting/remarketing tools are built into campaign management for re-engagement. | |
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Ad Creative Library Store and manage creative assets for advertising. |
Ad creative library is supported as part of digital asset management features. | |
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Ad Performance Analytics In-depth reporting on impressions, clicks, conversions, and ROI. |
Ad performance analytics is a core module. | |
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Scheduling and Automation Automate ad start/stop times and optimization triggers. |
Ad scheduling and automation triggers are available and described in automation documentation. | |
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Ad Spend Limit Controls Ability to set and enforce maximum spend limits per campaign. |
Spend limit controls per campaign are available within the campaign management module. |
Usability & Accessibility
(8 Yes /8 Known /10 Possible features)
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User Interface Quality Intuitive, user-friendly dashboard and navigation. |
The user interface is repeatedly praised as intuitive and customizable. | |
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Help Center/Documentation Comprehensive support guides, documentation, and FAQ resources. |
A comprehensive help center with how-tos, FAQs, and best practices is available. | |
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Live Chat/Support Availability Access to real-time support or live chat assistance. |
Live chat and real-time support is available for users as shown in product support materials. | |
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Mobile Access Full-featured mobile app or responsive design for access on any device. |
A full-featured mobile experience is described and promoted, with downloadable mobile apps. | |
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Accessibility Features Support for accessibility standards (e.g., screen readers). |
Accessibility is referenced as a platform priority and support for accessibility standards is documented. | |
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Customizable Dashboard Personalize the layout and widgets on the homepage. |
Customizable dashboard/homepage widgets are part of the UI flexibility. | |
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Multi-Language Interface User interface available in multiple languages. |
No information available | |
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Onboarding Tutorials Step-by-step onboarding for new users. |
Onboarding tutorials for new users are referenced in customer care and onboarding processes. | |
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Knowledge Base Search Searchable help resource for problem-solving. |
Robust, searchable knowledge base is available. | |
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Client/Partner Training Webinars Regular live or recorded training webinars. |
No information available |
Customization & Scalability
(8 Yes /8 Known /10 Possible features)
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Custom Branding Apply white-label branding or custom interface designs. |
Custom branding/white-label for enterprise clients is available as a paid option. | |
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Custom Workflows Design and implement unique workflows to match business processes. |
Ability to design and implement customized workflow processes is mentioned. | |
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API Access for Extensions Open APIs for additional customization and feature extensions. |
APIs for extensions and integrations are available for enterprise customization. | |
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Add-On Marketplace Support for third-party add-ons or plugins. |
Publicly accessible add-ons/plugins and marketplace are available for extended capabilities. | |
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Multi-Account Management Manage multiple business accounts or brands from a single admin dashboard. |
Supports management of multiple brand/business accounts from a single dashboard. | |
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Plan Upgrade Flexibility Easily scale subscription or service levels as the business grows. |
Flexible plan upgrades as business scales are described. | |
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Custom Fields and Tagging Allows configuration of custom fields and tags. |
Custom fields/tags for content and workflow customization are available. | |
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Maximum Account Capacity Total number of managed social media accounts supported. |
No information available | |
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Resource Allocation Controls Set limits for users, storage, bandwidth, or campaign capacity. |
No information available | |
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Notifications Customization Configure notification triggers and frequency. |
Notification settings can be customized per user/team/action, according to user admin documentation. |
Pricing & Support
(9 Yes /9 Known /10 Possible features)
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Free Trial Availability Option to test the tool before committing to a paid plan. |
Free trial is offered as per call-to-actions on khoros.com and third-party software review sites. | |
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Transparent Pricing Clear, publicly posted pricing with no hidden fees. |
Transparent pricing, with clear package descriptions, is available. | |
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Subscription Flexibility Supports monthly, annual, or bespoke plans. |
Monthly and annual plan options and custom plans described in sales material. | |
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Nonprofit/Advisor Discount Discounted rates for financial advisors or nonprofits. |
Discounts for non-profits/financial advisors are available via sales reps by request. | |
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SLAs & Uptime Guarantees Service Level Agreements ensuring specific system uptime. |
SLAs and uptime guarantees are disclosed for enterprise contracts. | |
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24/7 Support Availability Round-the-clock technical and customer support. |
24/7 technical support is available for all enterprise customers as described in support policy. | |
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Dedicated Account Management Dedicated customer success/contact for enterprise accounts. |
Dedicated account manager assigned for enterprise tier. | |
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Incident Resolution Time Speed of resolving critical incidents. |
No information available | |
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In-Product Support Chat Built-in live chat support from within the application. |
In-product live chat support is available and referenced within the application UI. | |
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Knowledge Base Depth Comprehensive support database and troubleshooting documentation. |
Extensive online documentation and knowledge base is offered. |
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