AdvisorStream

AdvisorStream is a marketing platform designed to assist financial advisors and wealth firms in effectively marketing their services and engaging with clients. It caters to a wide range of company sizes, from individual financial advisors to large wealth management firms. According to the vendor, professionals in the financial advisory, wealth management, investment advisory, broker-dealer, and independent firm industries can leverage AdvisorStream's features to enhance their marketing efforts and potentially drive meaningful ROI.

Key Features

Content Marketing: AdvisorStream offers a content library licensed from trusted publishers, with articles, videos, and infographics on financially adjacent topics. The content is constantly updated, and users can complement it with their own firm-specific content. The vendor claims that AI-powered insights can help uncover investor interests and provide content recommendations for all contacts.

eCards: AdvisorStream's eCards feature allows users to build relationships by celebrating important events in their clients' lives. Users can choose from pre-made or fully customizable eCards and schedule them for later or set them to recur on holidays or trigger dates. The vendor suggests that this feature can humanize marketing efforts and potentially spark meaningful conversations with clients.

Campaigns: AdvisorStream's Campaigns feature is an email nurturing system that aims to convert clicks into conversations. Users can launch highly targeted nurturing campaigns using pre-written templates and benefit from AI-powered content selection. Simplified reporting allows users to measure the success of their email campaigns and prioritize follow-ups, according to the vendor.

Lead Nurturing: AdvisorStream's Lead Nurturing feature helps users follow up with leads and nurture them with timely content. Users can share content to build relationships with the next generation of investors and capture contact details through customizable forms. The vendor emphasizes that privacy compliance is ensured according to regulations such as CASL, CANSPAM, CCPA, and GDPR.

Social Media Management: AdvisorStream enables users to create curiosity and engagement on social media platforms by providing timely content. Users can automate their social media marketing tasks and keep their profiles fresh with handpicked, high-quality content. The vendor states that the platform integrates with various social media platforms, making it easy to manage and schedule posts.

Website Integration: AdvisorStream's Website Integration feature helps users keep their websites fresh with engaging content. Users can easily integrate customizable content into their websites, promoting their own content alongside licensed content. The vendor claims that this integration provides a seamless and engaging experience for website visitors.

Lead Optimized Pages: AdvisorStream's Lead Optimized Pages feature helps users attract leads with branded landing pages. Users can create customizable lead capture pages with forms to collect contact details. The vendor states that AI-powered content recommendations are provided for each lead capture page, aiming to convert clicks into conversations.

Smart Automation: AdvisorStream's Smart Automation feature saves users time by automating marketing tasks such as social media posting, email campaigns, lead nurturing, and content selection. Users can set up automation rules and schedules to ensure consistent and timely communication with clients and prospects. The vendor suggests that this automation can help streamline marketing efforts and improve overall efficiency.