Vestorly uses “Smart data” techniques to convert advisers‘ online audience into qualified leads.
Vestorly helps financial advisers publish content online from a variety of aggregated sources targeted to the interests of clients and prospects.
As the adviser’s online audience grows, Vestorly captures lead information such as names and email addresses and then uses “Smart data” techniques in the background to further associate leads with demographic information.
Vestorly offers curated content from a variety of sources, smart data aggregation techniques, and compliance tools all in one platform, so how much does it all cost?
According to Wisz, Vestorly combines a number of existing technologies common in online marketing, but not yet present among the financial services industry.
Beyond individual adviser use, Vestorly is also built to suit the needs of large financial enterprises.
In the extended interview below, Wisz describes how financial enterprises can compliment existing archiving and social media systems by tapping the Vestorly API for expanded features.