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Description
Build trust with clients, have conversations, educate clients, entertain clients, and grow your practice. AdvisorStream is a digital marketing platform for financial advisors that turns clicks into conversations. AdvisorStream is the most highly rated platform for advisor marketing. AdvisorStream is a favorite among financial professionals. Automate your job. Automate your marketing with powerful automation tools that automate everything, from content creation to distributing newsletters to posting social media. Weekly newsletters ensure that clients are in regular contact. Personal communications keep clients informed and engaged. Relevant multimedia content can be auto-posted to your social media. Keep your blog or website updated with current news content. You have complete control over the automation level. You can measure the return on investment and discover new opportunities to increase your share of the wallet.
Description
Enhance engagement and boost conversions seamlessly across your website, emails, landing pages, and additional platforms without needing any integrations. While the necessity for personalized experiences for each visitor is clear, the implementation can appear overwhelming. However, with OneSpot, you can effortlessly provide individualized experiences without any complicated processes. Our AI technology allows us to micro-target every visitor on your site, regardless of whether they are recognized or anonymous. Subsequently, we automatically deliver highly relevant content tailored to each customer. Just by adding a single snippet of code to each page, you can elevate your website's engagement and conversion rates. There's no need for tedious segmentation or intricate integrations; simply set it up, forget it, and observe your conversion rates soar. Email marketing serves as a direct line to your customers and is arguably one of the most effective tools at your disposal. To truly excel, your emails must resonate with relevance, timeliness, and personalization. Instantly transform static emails into dynamic campaigns to effortlessly enhance your open and click-through rates, ensuring that you connect meaningfully with your audience. This approach not only simplifies your marketing efforts but also maximizes your potential for success.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Broadridge Financial Solutions
Founded
1987
Country
United States
Website
www.advisorstream.com
Vendor Details
Company Name
IgniteTech
Country
United States
Website
ignitetech.com/softwarelibrary/onespot
Product Features
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management
Product Features
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management
