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Shareholders Service Group (SSG) Selects Vestorly for Digital Marketing Platform

Submitted by Technology Tools for Today on February 19th, 2015


Shareholders Service Group, an RIA custodian serving over 1,400 advisory firms nationwide, announced today that it has selected Vestorly’s digital marketing technology for its over 1,400 advisor clients who have accounts with SSG. The partnership will provide SSG’s advisor clients with leading-edge technology to enhance their digital marketing efforts for websites, email updates and social media interactions with clients and prospects.

For those of you unfamiliar with the firm, Vestorly is a technology company solving the content marketing problem for professional service providers 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 financial services firms and institutions to link digital marketing efforts with client acquisition goals. 

The SSG/Vestorly arrangement includes ongoing education on best practices for using the Vestorly software suite, such as online webinars, whitepapers and video training. Advisors working with SSG can access all of the benefits and client support Vestorly provides at a preferred price effective immediately. 

“Effectively growing their businesses is a top concern for RIAs,” said Dan Skiles, President of SSG. “However, as small business owners, advisors often don’t have the time, specific expertise or resources to execute consistently on a marketing strategy. This groundbreaking arrangement we have developed with Vestorly will provide them with everything they need to get up and running with a digital marketing capability quickly.”

“Our goal at SSG is to help advisors invest in their business early and often,” Skiles adds. Our arrangement with Vestorly allows advisors to leverage excellent technology without a tremendous amount of time or effort.”

According to Justin Wisz, CEO of Vestorly, his firm is the only digital marketing tool that enables advisors to create custom web browsing experiences branded by their business. Through Vestorly, advisors have access to any content on the web and are able to display it anywhere, on any device. 

“This is a forward looking initiative for SSG,” says Wisz. Most advisors don’t have the budget or the expertise to buy and use dedicated marketing technology. This offering makes it easy and affordable for SSG advisors. SSG advisors are special,” he adds. “Many are up and coming RIAs serving a younger, more tech savvy client. Vestorly provides the tools to engage these younger clients digitally, as they wish to be engaged with.”

“With Vestorly, advisors are saving over 6 hours per week through automated content curation and distribution through email, social media and any website,” said Wisz. “This process can cost firms $40,000 or more annually to hire a consultant or marketing associate using other costly marketing automation systems. We are very excited to partner with SSG to make a special version of Vestorly available to SSG advisors to power up their marketing.”

Vestorly claims that its technology captures website visitors seven times more than traditional contact forms and increases email newsletter click-through rates by three times with mobile-ready, professional, image-oriented third party content. Additionally, Vestorly is the only digital marketing tool that can show the identities of people who are interacting with an advisor’s digital content, facilitating lead generation.

As part of the SSG-Vestorly partnership, advisors will be able to access recommended content based on what other SSG advisors are succeeding with, enabling a “network effect” across the SSG platform. The system also allows the advisor to provide unique content to different household members so, for example, the primary contact might get one type of content, the spouse different content, and the children/beneficiaries still different content. This ability to customize content to the recipient allows the advisory firm to stay in contact will all household members and address their individual interests. This in turn greatly increasing the odds of retention when there is a death in the family.

Vestorly technology will be featured at the upcoming SSG Conference April 22-24, 2015 in San Diego, CA.  Advisors will have an opportunity during the conference to view demonstrations, receive instruction, meet Vestorly staff, and sign up for Vestorly. Interested advisors are encouraged to attend. Conference information is available here: http://www.ssgconference.com/index.html

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