AdvisorStream
Digital Marketing Automation for Financial Advisors
By Broadridge Financial Solutions, Inc.Agent Productivity
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $15 per user per month
- Listed since
- 2024
About AdvisorStream
Advisor marketing made easy with content investors actually enjoy
AdvisorStream is an AI-powered digital marketing platform that helps Financial Advisors drive growth without adding to their workload.
By combining powerful marketing automation with highly-engaging content licensed from the world's biggest publishers, AdvisorStream helps Advisors:
✔️ Drive measurable growth by providing a highly-captivating investor experience ✔️ Attract and convert leads with timely, investor-focused communications ✔️ Spark action with daily updated content on financial topics and trends ✔️ Save time with automation that keeps your marketing fresh ✔️ Uncover revenue opportunities with AI-powered insights on client interests ✔️ Done for you marketing across social media, email client newsletters and more
Learn more at https://www.advisorstream.com
Highlights
- See AdvisorStream content that was sent to your clients
- Identify the AdvisorStream content that your clients viewed
- See AdvisorStream's AI-powered content recommendations and send directly from Salesforce
- Synch contacts and campaigns between AdvisorStream and Salesforce
Screenshots
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Pricing
Paid, from $15 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Advisor | $15 per user | Monthly |
Requires AdvisorStream subscription. Enterprise pricing available.
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 30, 2024
- Industries
- Financial Services
- Languages
- English
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