Save time with powerful marketing automations
Set it and forget with our pre-built campaigns that automatically trigger beautifully-designed emails, social posts, newsletters, birthday greetings and more.
Social Foundations
Set-it-and-forget-it social media
A big part of social media success is simply posting consistently. With our automated social posting, we'll keep your feed full and profile active week after week. All posts are FINRA-reviewed in advance, so you don’t have to worry about compliance. Your social feed will never go quiet, no matter how busy you get.
Newsletters
Video of the Month
Build a reputation as a financial expert with informative and entertaining video emails that simplify complex topics - from retirement to estate planning - and keep you top of mind.
Celebrations
Happy Birthday
Automatically trigger printed greeting cards - or fun eCards - to clients on their special day. This set-and-forget campaign is one of our most popular and can be set up for all your clients in minutes.
Celebrations
Holiday Greetings
Never miss a holiday again with our automated holiday sequence that triggers professionally-designed emails to your contacts on all major holidays.
With the automated campaigns, if we’re out of the office, our marketing does not stop. It’s easy to spend five minutes and push out timely content to our clients.
Marketing campaigns that do the work for you
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