United Capital, a registered investment advisory firm, has selected Vestorly’s technology platform to enable its financial advisers to share personalized content experiences with both clients and prospects.
The investment advisory firm believes that by leveraging Vestorly, it can collect unlimited content across the web that can be personalized for a group or individual, providing United Capital with a continuous stream of relevant material to share.
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According to United Capital, all Vestorly content libraries and pieces are optimized for mobile devices with responsive design.
United Capital CEO, Joe Duran, said, "While several areas of the investment advisory business have been commoditized, we believe that the client experience and the guidance we deliver are aspects where we can stand out and add value."
"Choosing Vestorly to enhance the way our advisers communicate and engage with their clients and prospects is a clear exhibit of that commitment. We have a strategic focus to embrace investors’ thirst for communication," Duran added.
United Capital has already witnessed increased client engagement through personalized content compared to traditional online marketing efforts.
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By GlobalDataDue to use of Vestorly, early campaign results and click-through rates have nearly doubled for prospects utilizing Vestorly, compared to United Capital’s previous lead nurturing efforts.
On the client side of the campaign, there is a 52% open rate and 24% click-through rate.
United Capital chief marketing officer Gail Graham said, "We see personalized content as the next generation in online engagement."
"Vestorly’s technology enables us to make this an efficient process for our financial advisers and will be a key differentiator for us."
