AdvisorDeck Version 3.0 Preview
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This document provides an overview and update of Version 3.0 of the AdvisorDeck software. It lists improvements to themes, design, speed, social engagement, lead generation, mobile compatibility, and competitiveness. The updated will be available in late May/early June and provide an instant upgrade for new and current customers. The roadmap includes additional planned features through mid-2022 around mobile optimization, social media, multiple users, marketing tools, and broker-dealer integration.
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AdvisorDeck Version 3.0 Preview
- 1. A whole new look for Summer. Cameron Nordholm Co-Founder/Principal May 23, 2012
- 2. Who we are Cameron Derrick Christine Co-Founder/ Development Marketing Principal Manager Associate
- 3. January 2012 Version 2.0 “Balsa” Modern Executive Traditional
- 4. Version 3.0 Checklist: Themes: More. Design: Better. Speed: Meet Google’s new standard. Social: More engaging. Conversion: Improve lead generation. Mobile: Must work great on any device. Competition: Blow past them.
- 5. MAHOGANY Version 3.0 of AdvisorDeck
- 6. THEMES
- 7. Modern Elegant Traditional
- 8. TECHNOLOGY
- 10. MOBILE
- 12. COMPETITION
- 15. AVAILABILITY End of May / Early June Instant upgrade for new and current customers New or old themes can be used
- 16. Roadmap • 100% mobile, iPad optimization (May) • Social media automatic publishing (May) • Email to blog post (May) • Social media and web/blog archiving (May) • Multiple users (June) • Email and drip email marketing (June) • FINRA content library (June) • Lead generating calculators (July) • Custom PDF report generating calculators (July) • Broker-dealer integration (Q3)
- 17. Q&A
Editor's Notes
- Welcome to our special webinar previewing upcoming changes to advisordeck design options
- In our webinars we usually show off our great staff who have fantastic industry experience. Derrick has founded and worked on numerous startups after leaving Earthlink and recently managed his own consulting firm in Hawaii. We stole Christine from Google down in Mountain View and she’s both leading our marketing efforts and supporting our work with Google Adwords pay-per-click campaigns. We also work closely with an offshore team and with industry leaders Lincoln Collins, Wade Dokken, and Matt Halloran.
- Now let’s go back 6 months to when we launched. When we launched the alpha version of AdvisorDeck back in January, we offered three base themes. We worked with professional designers from the US and UK and were really happy with them as a start. But our goal all along was to listen to our customers, look at the data we were collecting on how effective and usable he designs are, and quickly make improvements that help our customers be more successful. Here’s the list of goals we came up with:
- We analyzed our traffic data and listened to our users, and these are the goals we knew we wanted to accomplish with the next version of our front end design. You wanted more theme optionsImprovements in design – improvement is always possibleBetter ties with social media We wanted to achieve compatibility with all types of new devicesWe want to improve speed improvements by optimizing the pagesAnd lastly, we really wanted to leave our competitors in the dust. This is a lot to accomplish in 6 months, but we’ve done it. We’re calling the new version of AdvisorDeck Mahogany: It’s very tough, it’s gorgeous, and top of the line.
- Introducing Mahogany. We’re extremely proud of this new version. Let’s talk a little about how it accomplishes the items on our checklist.
- First with themes: You wanted us to provide more themes, and we’ve done that in spades.
- In version 2.0 we had 3 – in 3.0 we have 14. They each have a unique feel with rich color palettes, print-quality typography, and intuitive navigation. We have also kept all of our design customization options and added a few more – including access to over 300 Google fonts.
- I’d like to briefly demo a live site for you. But first let me talk a little about the technology behind version Mahogany.
- Mahogany makes use of a new and very sophisticated technology layer created by Twitter. Twitter wanted to solve some of the same problems that we did, and when they did, they released it to the developer community to work on and improve. With the release of Mahogany, AdvisorDeck will be running on the same front end platform as twitter.com.
- Mahogany makes use of a new and very sophisticated technology layer created by Twitter. Twitter wanted to solve some of the same problems that we did, and when they did, they released it to the developer community to work on and improve.
- Now what does this mean
- We think these advances speak for themselves when you compare the experience on a mobile phone to that of our competitors. Which one of these could you actually find a phone number?
- We think these advances speak for themselves when you compare the experience on a mobile phone to that of our competitors. Which one of these could you actually find a phone number?
- As much as I’ve touched on here, here’s an outline of the roadmap that you’ll gain access to by signing up today. iPad native, email to post – you can blog or post to social media just by sending an email – custom lead generation calculators, and much much more.