Solution introduction
Automated “smart” campaigns
Send the right content to the right people at the right time
90% of marketers say that social media generates more exposure for their businesses, and marketers rank email as the
most effective tactic for awareness, acquisition, conversion, and retention.
Campaigns that position you as the expert
A library of FINRA-reviewed campaigns strategically-designed for financial advisors that help retain, nurture, and gain new clients.
