The True Existential Threat Facing Financial Services (Hint: It’s Not Robos)
Robo-advisors matter, but not quite as much as all the sound and fury surrounding them may lead you to believe. Digital advisors, as they prefer to be called, are all the rage, evidenced by their daily media coverage. But in
Generic to Genuine Content: A Vestorly Case Study with MBM Wealth
MBM Wealth developed a new communication strategy with Vestorly, resulting in higher engagement for true relationship building.
Another Way to Augment Your Website
Vestorly users have several options to display curated content on their websites. Now, with the List view, Vestorly users have another option to display content on their websites. The List view displays content in a sleek, modern way
Increased Contact: A Vestorly Case Study with Johns Creek Financial
With Vestorly's help, Johns Creek Financial improved business relationships by increasing contact with clients. Mike Hyser, Managing Director, told us about his experience.
Marketing is out. Personalized communication is in.
Jonathan Dayton is a Senior Engineer at Vestorly, where he has won industry recognition for contributions to forward-thinking financial industry technology. He presented a version of this article at Pershing’s INSITE 2016 conference. -- Changes in client communication are driven by necessity.
Consolidate Your Comms: A Vestorly Case Study with Reich Asset Management
By updating technology and transitioning to Vestorly, Reich Asset Management was able to improve the quality of their communications and save time.
A Vestorly Case Study on Digital Outreach with The Burney Company
The Burney Company sought a channel for consistent, engaging client interactions. Vestorly helped them maintain consistency and quality in their digital outreach.
If You’re in the Relationships Business, You’re in the Communication Business
A survey last year by Hartford Funds should serve as a wake up call to any professional in the financial advisory world. If you’d say the most important benchmark to investors in evaluating their advisor relationship is investment performance, you’d
What’s at Stake When Firms Rely on Old Technology
Delta Air Lines learned the hard way what can happen when you rely on outdated technology and legacy systems. While taking responsibility, Delta’s CEO acknowledged that, despite the $150 million investment in technology this year alone, “It’s not clear the priorities
3 Questions to Answer When Evaluating Technology for Business
The right technology for financial advisors' businesses can increase profitability, decrease friction and prepare your business to thrive in a data-driven economy. The wrong technology slows you down, wastes your time and becomes just another thing that needs your attention.