at Financial Technnology Year
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Marketing Automation Systems for Business Development and Marketing
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
Other Business Development and Marketing
Mobile-first client engagement platform designed specifically for insurance agents. Features compliant text messaging, voice calls, automatic activity logging to CRM systems, pre-approved content sharing, and relationship analytics to help agents stay connected with clients.
Broadridge Digital Marketing Platform
By: Broadridge Financial Solutions
https://www.broadridge.com/financial-services/wealth-management/advisor-solutions/digital-marketing
By: Broadridge Financial Solutions
https://www.broadridge.com/financial-services/wealth-management/advisor-solutions/digital-marketing
Multichannel marketing automation, personalized websites, compliant email/social content, event management, prospecting and nurturing, and reporting tools for advisors and firms.
MarketingCentral
By: Cetera Financial Group (MarketingCentral)
https://www.cetera.com/why-cetera/our-difference/technology-solutions/
By: Cetera Financial Group (MarketingCentral)
https://www.cetera.com/why-cetera/our-difference/technology-solutions/
Marketing automation, campaign management, event marketing, digital content library, customizable templates, performance tracking, and integrated compliance for financial advisors.
Customer experience automation platform with email marketing, CRM, machine learning, and messaging capabilities. Financial advisors can create automated client journeys, segment contacts based on behavior, send targeted communications, and track engagement across multiple channels.
All-in-one marketing platform with email marketing, audience management, marketing automation, and campaign analytics. Financial advisors can create professional newsletters, automated drip campaigns, landing pages, and targeted ads with compliance-friendly templates.
Email marketing platform with automation tools, customizable templates, contact management, and reporting. Financial advisors can create newsletters, event invitations, automated welcome series, and educational content with industry-specific templates and compliance considerations.
Automated marketing platform created exclusively for financial advisors with ready-to-use campaigns, automated lead nurturing, and ROI tracking. Features compliance-friendly content, multi-channel campaigns, and personalized prospect experiences.
Digital marketing platform for financial advisors with content curation, email automation, lead capture, and social media integration. Includes compliance-approved content library, landing pages, and campaign analytics specifically designed for advisor marketing needs.
Content marketing platform for financial advisors with automated campaigns, lead generation, and analytics. Features include compliance-friendly content library, multi-channel distribution, landing pages, and prospect engagement tracking.
Digital marketing platform for financial advisors with automated content sharing, email newsletters, and social media integration. Includes licensed content from premium publishers, compliance controls, and engagement analytics.
Sales and marketing automation platform with CRM, email marketing, and client management tools. Financial advisors can automate client follow-ups, create nurture campaigns, manage appointments, and track client interactions in a centralized system.
Offers multi-channel marketing, marketing automation, lead management, revenue attribution, and analytics as well as seamless integration with CRM systems.
All-in-one marketing automation platform with email marketing, lead capture forms, landing pages, content creation tools, and analytics. Financial services features include compliant workflows, lead scoring for investor qualification, and automated nurture campaigns for fund marketing.