Digital Marketing Platform

If you subscribe to the Starter tier, you’ll get an onboarding guide and on-demand video walk-through so you can set up your account and settings. If you subscribe to the Essentials or Premium tiers, you’ll get a coaching session with a marketing consultant to set up your account and help get acquainted with your new platform.
 

All Digital Marketing Platform subscribers have access to our marketing support desk and our Resource Center page, which features regularly updated support articles, videos, and guides.

Want to see the platform in action? Join us for a live product demo and stay for the Q&A if you have questions. Register here.

For subscribers of Essentials and Premium tiers, the Digital Marketing Platform can help uncover your clients interests based on their interactions.
 

Our AI-powered content recommendations allow you to send high-value content to spark conversations on topics of interest. Real-time reporting helps you to identify engaged prospects. 
 

Smart Lists, available in Essentials and Premium tiers, are automatically created by the system to group contacts with similar interests, allowing you to segment your communications more effectively.

You must have Social Patrol active to connect your social media accounts. After setting up your profile/branding, your profile will be sent to compliance within the app, and you’ll be notified once the approval is complete. Once Social Patrol is set up and approved, you can add any content to your connected social channels without pre-approval.
 

For email communication, there are some pre-approved articles and email templates within the system that can be used right away (more on the way!). If you change the wording or add your own content, it will prompt the system to send it for compliance approval before it can be shared via email. Again, you’ll be notified when compliance approval is complete.
 

Direct emails are sent right after compliance approval. Newsletters are returned to the advisor to either be sent right away or scheduled for a future date. You can send a personalized email template to a single recipient without triggering compliance approval if you’re using a pre-approved article. 

Yes, with a subscription to the Premium tier. The Digital Marketing Platform works with any website and you can do one-click blog posts regardless of your web provider.