Did you know 80% of customers of all ages prefer email?
Poor communication is the number one reason clients leave their financial advisors. We offer tools, templates, and content to make connecting with prospective clients and nurturing existing ones easier than ever.
Leverage our team of writers to access timely content. And because all content is editable, go ahead and personalize to your voice and brand.
Boost your results by synchronizing with your CRM so you can easily target your message based on any segmentation or categorization you would like.
Leverage analytics to understand what's working, who's engaged, and what content gets the most engagement. Optimize your strategy based on real-time data.
With integrations with all major CRMs, you can upload your contacts, tag groups and segment in minutes. Plus, with bi-directional sync your activities automatically update in your CRM, and new contacts automatically pull into our platform.
Ensuring your communications are on-brand just got a whole lot easier with simplified design tools and flexible templates. Just upload your banner, logo, and brand colors. And we’ll add your disclosures and pull it all together, so you are good to go.
Using the drag and drop wizard, create sophisticated emails and newsletters with ease. Add sections, images, custom content and articles to achieve any design and messaging objective. You'll wow your clients and prospects with a new modern look.
Talking about the headlines one week later doesn’t cut it. Showing that you are tuned into current events, market news, and timely topics can boost your brand and give clients confidence that you are on top of the situation, so they don't have to be.
Create, design, and schedule your content to go live weeks – or even months – ahead of time. The calendar and scheduling features enable you to get a snapshot view of all your marketing in one place, and drill down for details.
Save time, and surprise and delight with email sequences that drip on your clients and prospects. The most popular is our New Client Welcome Series, which sends emails ranging from a warm welcome to an email teeing up a family meeting and ending with an anniversary message.
You need to know what’s working to do more of it- and less of what’s not. We provide all the insights you need in one place to help you continually refine your strategy. And with our Calendar View, you can easily access at-a-glance results for every marketing activity.
Timely, authentic content to make your life easier. From our popular New Client Welcome Series and our weekly, monthly, and quarterly market commentaries to breaking news-related content, financial planning topics, and even lifestyle pieces. We're like your own personal copywriting team.
