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Available for less than $10 per month/per representative**Depending on size of Broker Dealer
Available for less than $30 per month/per representative**Depending on Broker Dealer size
COMMERCIAL INTERRUPTION
Social Media Content
140 character posts linking to relevant news and/or items of interest
Social Media Posting Made Easy with MarketingLibraryManage Social Media from within your account
Social Media Posting Made Easy with MarketingLibraryLink your Social Media accounts and easily “push” content to them
MarketingPro Automated Campaigns
Set 25 years worth of client greeting cards in just a few minutes.
Just make sure your contact’s birth date is on file – the system does the rest. Add new clients to the campaign as you choose. Just log in once each year to select a new design. That’s it.
Full Compliance Integration with Robust Reporting
Many Technology Partner IntegrationsRedtail, AdvisorWebsites, Smarsh
RedTail Contact and Group Sync
Improved user experience for reps to choose the groups they want to sync
New …
Social Media AutomationSchedule social media campaigns at your desired frequency
MarketingProThe leader in marketing automation
for financial professionals
ContactJennifer FrenchVP, Key Accounts
Trivia Question
In our commercial, what email marketing company
do we mock?