Authentic and timely communication made easy
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.
1
Content at your fingertips
Leverage our team of writers to access timely content. And because all content is editable, go ahead and personalize to your voice and brand.
2
Send the right message
Boost your results by synchronizing with your CRM so you can easily target your message based on any segmentation or categorization you would like.
3
Measure your results
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.
Upload contacts and tag groups from your CRM in minutes
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.
Branding
Create beautiful email templates
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.
Email Builder
Professional newsletters in minutes
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.
Timely Content
Stay on top of the news
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.
Scheduler
Work smarter, not harder
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.
Automation
Leverage automated sequences
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.
Analytics and Reporting
Analytics at your fingertips
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.
