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Vestorly Partners with Advisor Websites to Enhance Client Engagement and Lead Generation

Submitted by Technology Tools for Today on August 1st, 2014


Combination of industry leading technologies will help advisors grow their businesses through online channels

Vestorly, a leading client engagement and lead generation platform, and Advisor Websites, a leading provider of websites to advisors, announced a joint venture to develop highly engaging websites that build advisors’ brands with investors, as well as generate qualified leads for marketing purposes.

The integration with Advisor Websites and Vestorly will enable Advisor Website clients to create at no cost an account with Vestorly directly from their Advisor Website dashboard and select one or more content streams to match their targeted website visitors’ interests.  Once enabled, the integration will bring fresh, newsworthy and lifestyle content directly onto the advisor’s site from major news publications such as the Wall Street Journal, Forbes, CNN Money, Kiplinger and more.

“Historically, advisors have taken a passive approach to their websites with mostly “brochure-ware” static content that rarely differentiated themselves from the hundreds of thousands of other financial advisors in the industry and did very little to build their brands or drive lead generation,” said Maggie Crowley, Marketing Manager of Advisor Websites.

“Before this partnership, advisors’ sites were dependent on the firm to update the content, a task often delegated and many times left undone,” said Justin Wisz, CEO of Vestorly.   “As a result, advisor’s sites are often stale, don’t generate leads and are not engaging. Now, with Vestorly, this critical component for engaging prospects and generating leads will be automated and include premium, fresh content, features that are key to driving engagement and leads.”

Vestorly reports that websites with personalized content feeds are seven times more likely to capture visitors as leads than traditional contact forms on most websites. “Virtually every firm we talk to as part of their marketing plan wants to re-do their website,” said Wisz. “The Advisor Websites and Vestorly integration quickly enables superior design and brings practical lead generation capability immediately.”

“The partnership and integration with Vestorly help advisors build a powerful web presence that drives results,” concluded Crowley. Advisors who are customers of Advisor Websites can access this newsfeed lead capture feature free of charge, with core Vestorly features made available upon inquiry.

About Vestorly
Vestorly is a technology company solving the content marketing and client acquisition problem for professionals in wealth management, and the enterprises that support them.  Founded in 2012, Vestorly is the brainchild of marketers, data analysts, and engineers from Fisher Investments, J.P. Morgan and Microsoft.  Vestorly’s technology provides a unique content discovery experience and data-powered lead generation.  Vestorly is currently being used by professionals from over 400 wealth management firms and institutions to link digital marketing efforts with asset gathering goals.  For more information, please logon to www.vestorly.com.

About Advisor Websites
Advisor Websites is an innovative website builder that works exclusively with financial services professionals. Award-winning technology and exceptional, unlimited service has helped this company become a global leader in website software in the finance industry. Founded in 2002, Advisor Websites in based in Vancouver, Canada and works with thousands of financial advisors across North America.

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