Communication That Drives Your Value
AdvisorStream is a unique platform that allows advisors to leverage the world’s best
content to create compelling communic...
01.Curated
Content
02.Flexible
Communications
03.Revenue
Generation
Fully licensed content from The New
York Times, The Gl...
AdvisorStream gives you a
library of content from the
world’s best publishers – like
the New York Times, Reuters,
Globe an...
01
02
03
04
Deepen Client
Relationships with
AdvisorStream
plan.
Metrics and Dossiya reports help you
learn about client a...
A real time summary of your
clients’ or prospects’ interests,
career, demographic stats, and
social media connections.
See...
more
flexible
more
relevant
more
credible
AdvisorStream gives you access to the
world’s top credible sources, filtered by
...
more
prospects
more
intelligent
more
targeted
AdvisorStream’s content library contains
suggested email and newsletter cont...
Displays all communication and
leads generated
Run Dossiya reports on clients
and leads
Manage lists, view new articles
ad...
With one login, you can:
Create QuickSend emails.
Build custom newsletters that
combine firm content with prestige
article...
Quality Client Experience
(Advisor Branded)
interfaces.
Confidential AdvisorStream Ltd. 11
All content from an email, news...
When your clients share content,
recipients are asked to register with
you once, to allow on going access
to subscription ...
Leads are added to the
advisor’s secure network.
AdvisorStream gives advisors
access to an exclusive
dossier on all prospe...
(15 years financial industry
experience)
• Head of project management for
Richardson Partners start-up 2003,
named partner...
Communication That Drives Your Value
ADDRESS :
1 Yonge Street, 9th Floor
Toronto, ON M5E 1E5
PHONE :
647.230.4614
office. ...
Upcoming SlideShare
Loading in …5
×

AdvisorStream Overview August 2013

967 views

Published on

AdvisorStream is a unique platform that allows advisors to leverage the world’s best content to create compelling communications that will deepen client relationships and help form new prospect relationships.
Each piece of AdvisorStream content is embedded with sharing and auto-generated lead technology. Our proprietary Dossiya technology gives advisors an up-to-date snapshot of their prospects’ interests and needs so they can quickly be converted from prospects to clients.

Published in: Business, Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
967
On SlideShare
0
From Embeds
0
Number of Embeds
4
Actions
Shares
0
Downloads
9
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Unique platformLeverage the worlds best content from top publishers Create client communicationsThat deepen client relationships – and generate leads Each piece of AS content is embedded with prospecting engine technologyWhich allows advisors to connect with new people, and generate real-time dossiers on each new lead
  • AdvisorStream Overview August 2013

    1. 1. Communication That Drives Your Value
    2. 2. AdvisorStream is a unique platform that allows advisors to leverage the world’s best content to create compelling communications that will deepen client relationships and help form new prospect relationships. Each piece of AdvisorStream content is embedded with sharing and auto-generated lead technology. Our proprietary Dossiya technology gives advisors an up-to-date snapshot of their prospects’ interests and needs so they can quickly be converted from prospects to clients. Content, Communication, Leads about. Confidential AdvisorStream Ltd. 2 k
    3. 3. 01.Curated Content 02.Flexible Communications 03.Revenue Generation Fully licensed content from The New York Times, The Globe and Mail, Reuters and other world leading publications Curated and categorized by industry experts Content from the world’s top sources Content library makes it easy for you to create communications across all channels – newsletters, email, web posts, and social media Reporting gives insight into recipient behavior, so that you can refine communication strategies Reach clients where and when they want Each content piece is shareable among recipients’ networks New readers invited to opt-in with name and email address to receive free premium subscription content Dossiers on each new prospect generated: aggregated social media information, common connections, interests and life events Prospecting built into every content piece key concepts. Confidential AdvisorStream Ltd. 3
    4. 4. AdvisorStream gives you a library of content from the world’s best publishers – like the New York Times, Reuters, Globe and Mail Curated, credible content builds trust and keeps you top of mind with clients. When they share your content warm leads are generated. When clients share content recipients will opt-in, by providing their name and email address, on a one time basis. These leads are added to your leads dashboard. • Create custom newsletters, emails, and web posts • Send clients information they want, when they need it, and through the channels they use • Clients more likely to share premium content with their network • Deepen relationships though your client communications • Demonstrate your value as a source of relevant insights • When friends or family need financial help, you will be top of mind • Engaged clients make referrals • Generate exclusive Dossiya on prospects: interests and common connections, career, and life milestones Communicate Engage Leads Engaged clients result in increased wallet share and as your leads and prospects grow, so will your client base. • Monitor leads to identify qualified prospects • Communications help move leads through your prospect pipeline Sales Use premium content to create relevant communication and generate new prospects. how it works.
    5. 5. 01 02 03 04 Deepen Client Relationships with AdvisorStream plan. Metrics and Dossiya reports help you learn about client and prospect needs and to customize communication that demonstrates your understand your client or prospect. why. They believe you can help because they trust you – you have demonstrated your value with insightful communication. They will refer you when family or friends express a need. when. People refer when they want to help, when they can provide a solution for a friend or family member – motivated by the needs of others. who. On average, only about 25% of advisor clients provide referrals, although 85% say they are satisfied with their advisor. Engaged clients make more referrals. referrals. A customized communication strategy drives your value, increases client engagement, and the likelihood that they will refer you to their family and friends.
    6. 6. A real time summary of your clients’ or prospects’ interests, career, demographic stats, and social media connections. See all your common connections and how you can best serve client and prospect needs at a glance. Dossiya Report prospecting. Confidential AdvisorStream Ltd. 6
    7. 7. more flexible more relevant more credible AdvisorStream gives you access to the world’s top credible sources, filtered by industry professionals. Combining firm messaging with the most reliable sources of commentary in client communication will differentiate you from the competition and position you as a source of thoughtful insights. Publisher & Firm Content Everyone is bombarded by information today while quality news access is growing limited and expensive. Demonstrate your value on a consistent basis by delivering valued relevant subscription content to clients and prospects. By curating content you show you understand your clients, deepening engagement resulting in larger wallet share, referrals, and new clients. Curated & Filtered On one platform, with one login, you can create emails, newsletters, web updates, and social media posts. AdvisorStream gives you the ability to include firm content in newsletters, co- branded with the world’s most credible respected brands. Streamlined & Branded AdvisorStream saves time and money and allows advisors to demonstrate their value regularly through thought leadership benefits. Confidential AdvisorStream Ltd. 7
    8. 8. more prospects more intelligent more targeted AdvisorStream’s content library contains suggested email and newsletter content that will help you better appeal to target client and prospect segments; such as retirees, small business owners, professionals. You can also appeal to clients and prospects by identifying their personal interests and content preferences using our exclusive Dossiya system. Content can be delivered via email, newsletter, or web post. Content & Channels Reporting gives you insight into open rates, and what content is most read and shared by recipients. Our exclusive Dossiya system provides information on clients and new prospects that you can use to better understand their interests, priorities, and needs. Insight & Reporting AdvisorStream enables you to send clients content they want to read and will want to share, so your prospect base grows. The QuickSend email function gives you a low pressure, engaging way to connect with prospects without the hard sell. Leads & Sales AdvisorStream allows advisors to generate warm leads by leveraging their communications strategy benefits. Confidential AdvisorStream Ltd. 8
    9. 9. Displays all communication and leads generated Run Dossiya reports on clients and leads Manage lists, view new articles added to library Dashboard interfaces. Confidential AdvisorStream Ltd. 9
    10. 10. With one login, you can: Create QuickSend emails. Build custom newsletters that combine firm content with prestige articles and videos. Post website content, and even create social media posts for Facebook, Twitter, or LinkedIn profiles. See curated selections of articles/videos. Doesn’t require strong knowledge of technology. Easy To Use – Advisor Access interfaces. Confidential AdvisorStream Ltd. 10
    11. 11. Quality Client Experience (Advisor Branded) interfaces. Confidential AdvisorStream Ltd. 11 All content from an email, newsletter, or website is displayed on a secure page, with advisor and firm branding. Recipients not distracted by competitor advertising and links as they would be on a traditional news website. They won't be sidelined by paywalls. Relevant and engaging content increases the likelihood clients will share your communication with their network. AdvisorStream makes it easy for recipients to forward each individual content pieces within their networks.
    12. 12. When your clients share content, recipients are asked to register with you once, to allow on going access to subscription content. Triggers referrals and builds prospect pipeline. Provides detailed real time dossiers on all non-client viewers. Provides reporting on who opened each piece of content. Results Driven interfaces. For access to this article and ongoing access to content from world leading newspapers, at no cost, please provide your name and email address. You will not be required to provide this again. Name: Email : Reason: You have been forwarded this by one of my clients. I provide my clients with curated access to premium licensed subscription based content from the Wall Street Journal & Globe&Mail and other world leading publications. This content is not intended for non-subscribers. Ryan@domainagents.com For access to this article and ongoing access to content from world leading newspapers, at no cost, please provide your name and email address. You will not be required to provide this again. Name: Email : Reason: You have been forwarded this by one of my clients. I provide my clients with curated access to premium licensed subscription based content from the Wall Street Journal & Globe&Mail and other world leading publications. This content is not intended for non-subscribers. Ryan@domainagents.com Ryan McKegney Confidential AdvisorStream Ltd. 12
    13. 13. Leads are added to the advisor’s secure network. AdvisorStream gives advisors access to an exclusive dossier on all prospects. Dossiers can be run on auto- generated leads as well as existing clients or leads identified off-line. Prospecting Engine interfaces. Confidential AdvisorStream Ltd. 13
    14. 14. (15 years financial industry experience) • Head of project management for Richardson Partners start-up 2003, named partner in 2005 • Led team that designed Canada’s leading email marketing system – clients - Air Canada, TD Bank • In 2007, led a start up in Japan, focused on the online learning space Kevin Mulhern Founder, President AdvisorStream (20 years technology industry experience) • ThinData Founder, leading email marketing system sold to Transcontinental Media in 2002 • Co-founder of Kinetic Café, a leading business incubator and accelerator • Entrepreneur of the year 2011 – Canadian Association of Business Incubation Chris Carder Co-Founder, Kinetic Café (Experienced team of strategy, design, and technology experts) • Chris Carder - CABI Entrepreneur of the Year: 2011 • Derek Szeto – founder Red Flag Deals and Dossiya • David Dougherty – VP Strategic Innovation, Trapeze; created campaigns for RIM, Microsoft, WIND, VW, and Mitsubishi Kinetic Café Strategic Investment Partner Entrepreneurial and financial industry veterans the team. Confidential AdvisorStream Ltd. 14
    15. 15. Communication That Drives Your Value ADDRESS : 1 Yonge Street, 9th Floor Toronto, ON M5E 1E5 PHONE : 647.230.4614 office. web. t F L @AdvisorStream Facebook.com/advisorstream Lindked.in/kevinmulhern EMAIL : Kevin.mulhern@advisorstream.com W www.AdvisorStream.com connect. o 15

    ×