Marketing Leader

Deepen connections and improve conversions while staying compliant

Empower your marketing team to do more with purpose-built tools to scale social media across your organization

Stay connected in a digital-first world

Advisors are seeing less face-to-face interactions and need tools that enable them to continue to build relationships. Social media offers them the ability to reach and expand their network with relevant and educational content.

social media in b2b marketing

Finally, a complete solution with built-in compliance

Users can build consistency with publishing, expand reach with advertising, and generate leads with landing pages. Keep your teams compliant with workflow approvals, keyword moderation, and complete archiving created specifically for financial services.

Supercharge your thought leadership

Our automated content engine curates industry specific, high-quality and compliant content, downloaded straight into your users’ content libraries. This content can be pre-approved by marketing teams for use by advisors with their own social networks, or posted from their content library to build consistency and reduce risk across the brand.

Drive more conversions

Win with analytics that actually matter and inform your marketing strategy. Utilize Pages to transform clicks to real leads for advisors and capitalize on the opportunity for more conversions with retargeting.