Increasing client engagement while maintaining brand control.
Advisors Excel financial advisors were not marketing effectively, resulting in poor communication and churn.
Some issues to overcome were:
The Challenge: Reduce Churn Through Increased Client Interaction and Branding
Previously Advisors Excel didn’t have the ability to successfully market for their financial advisor representatives. The Advisor’s Excel brand name was absent from most of the communications and marketing materials. They also experienced extreme difficulty finding compliance approved content to share.
The Solution: Content Curation and Delivery Through Vestorly’s Intelligence Center.
Vestorly’s AI streams and delivers approved content to all accounts automatically. The team shares emails with personalized content for each financial advisor weekly or bi-weekly.
Curated content is automatically posted to each advisor’s social media accounts. Vestorly accounts are provided to every Advisors Excel financial advisor for management and reporting.
The clients for life program is a fully automated drip campaign customized to each financial advisor’s brand and designed to touch their audience multiple times per year through email, social media, and on websites.
“Advisors choose whether they prefer the hands-off method, where all the information is fully automated, or hands-on, joining the process to create even more customized content. Either way, this service helps give advisors hours upon hours of their busy week back”
-Abby Allen, Program Manager
Vestorly Provides Advisors Excel With The Tools To: