TrustRadius Insights
Users have found that AdvisorStream is an invaluable tool for maintaining consistent communication with clients and prospects. The …
Overview
What is AdvisorStream?
AdvisorStream is a marketing platform designed to assist financial advisors and wealth firms in effectively marketing their services and engaging with clients. It caters to a wide range of company sizes, from individual financial advisors to large wealth management firms. According to the vendor,...
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Product Details
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- Tech Details
What is AdvisorStream?
AdvisorStream is a marketing platform designed to assist financial advisors and wealth firms in effectively marketing their services and engaging with clients. It caters to a wide range of company sizes, from individual financial advisors to large wealth management firms. According to the vendor, professionals in the financial advisory, wealth management, investment advisory, broker-dealer, and independent firm industries can leverage AdvisorStream's features to enhance their marketing efforts and potentially drive meaningful ROI.
Key Features
Content Marketing: AdvisorStream offers a content library licensed from trusted publishers, with articles, videos, and infographics on financially adjacent topics. The content is constantly updated, and users can complement it with their own firm-specific content. The vendor claims that AI-powered insights can help uncover investor interests and provide content recommendations for all contacts.
eCards: AdvisorStream's eCards feature allows users to build relationships by celebrating important events in their clients' lives. Users can choose from pre-made or fully customizable eCards and schedule them for later or set them to recur on holidays or trigger dates. The vendor suggests that this feature can humanize marketing efforts and potentially spark meaningful conversations with clients.
Campaigns: AdvisorStream's Campaigns feature is an email nurturing system that aims to convert clicks into conversations. Users can launch highly targeted nurturing campaigns using pre-written templates and benefit from AI-powered content selection. Simplified reporting allows users to measure the success of their email campaigns and prioritize follow-ups, according to the vendor.
Lead Nurturing: AdvisorStream's Lead Nurturing feature helps users follow up with leads and nurture them with timely content. Users can share content to build relationships with the next generation of investors and capture contact details through customizable forms. The vendor emphasizes that privacy compliance is ensured according to regulations such as CASL, CANSPAM, CCPA, and GDPR.
Social Media Management: AdvisorStream enables users to create curiosity and engagement on social media platforms by providing timely content. Users can automate their social media marketing tasks and keep their profiles fresh with handpicked, high-quality content. The vendor states that the platform integrates with various social media platforms, making it easy to manage and schedule posts.
Website Integration: AdvisorStream's Website Integration feature helps users keep their websites fresh with engaging content. Users can easily integrate customizable content into their websites, promoting their own content alongside licensed content. The vendor claims that this integration provides a seamless and engaging experience for website visitors.
Lead Optimized Pages: AdvisorStream's Lead Optimized Pages feature helps users attract leads with branded landing pages. Users can create customizable lead capture pages with forms to collect contact details. The vendor states that AI-powered content recommendations are provided for each lead capture page, aiming to convert clicks into conversations.
Smart Automation: AdvisorStream's Smart Automation feature saves users time by automating marketing tasks such as social media posting, email campaigns, lead nurturing, and content selection. Users can set up automation rules and schedules to ensure consistent and timely communication with clients and prospects. The vendor suggests that this automation can help streamline marketing efforts and improve overall efficiency.
AdvisorStream Features
- Supported: Campaign Management
- Supported: Multi-Channel Campaigns
- Supported: Publish Scheduling
AdvisorStream Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Recommendations
Users have found that AdvisorStream is an invaluable tool for maintaining consistent communication with clients and prospects. The customization function has been praised for its ability to brand companies and deliver personalized messages, ensuring that users can tailor their content to resonate with their audience. This has resulted in positive feedback from clients, who appreciate the quality of the articles and letters sent through AdvisorStream. During difficult periods, these materials have proven to be instrumental in calming clients, further solidifying the value of this product.
AdvisorStream's ease of use for curating and sharing content on social media has garnered positive feedback from users. By regularly posting engaging and relevant articles, users have seen increased engagement from their followers, which has been a powerful tool for building relationships and maintaining visibility. Additionally, the ability to send prospect-specific articles on specific topics has been particularly useful for users looking to discuss areas such as wills and estate planning.
The customer service and support provided by AdvisorStream have also received commendations. From initial deployment to ongoing communication and issue resolution, users have expressed their satisfaction with the level of assistance they've received. Furthermore, the automated features of AdvisorStream, such as creating relevant social media posts and newsletters, have not only saved users time but have also boosted client interactions.
Overall, AdvisorStream has proven to be an effective solution for staying engaged with clients and prospects. With its branding capabilities and automated features, it has helped businesses build their brand image while maintaining regular contact with their audience. The analytics reporting feature has also allowed users to gain valuable insights into their efforts and make data-driven decisions. Ultimately, AdvisorStream offers a comprehensive suite of tools that streamline marketing efforts and enhance client communication without the need for additional tools or resources.
Quality and Engaging Content: Users have consistently praised AdvisorStream for providing high-quality articles and newsletters that are engaging and personalized. Many users have reported receiving great feedback from their clients and prospects, highlighting the positive impact of the content on their business.
Intuitive Interface and Customization: The interface of AdvisorStream has been described as easy to use and intuitive by numerous users. They appreciate the ability to customize articles effortlessly to align with their business goals without requiring significant effort or technical expertise.
Helpful Customer Support: Users have expressed satisfaction with the customer support team at AdvisorStream. They found them to be helpful, accessible, and responsive in addressing any questions or issues that arose. Additionally, users appreciated having an account manager who provided valuable assistance throughout their experience with the software.
Lack of Customization Options for Advisor-Written Letters: Some users have expressed a desire for more customization options when it comes to advisor-written letters. They feel that the current options are limited, and they would like more control over the content and layout of these letters.
Inadequate Customer Service: Several users have mentioned frustration with the lack of real customer service from AdvisorStream. They report difficulties in editing their newsletters at times and express disappointment with the lack of responsiveness from the support team.
Relentless Sending of Suggested Content: Many users have found the software to be relentless in sending suggested social media shares and newsletters. They feel that it becomes a part of their daily and weekly routine, which can be overwhelming. Some users wish there was an option to reduce the frequency slightly or opt out of certain communication channels altogether.
Users commonly recommend AdvisorStream for the following reasons:
- AdvisorStream provides professional, high-quality content from reliable sources.
- Users recommend using AdvisorStream to keep LinkedIn connections, clients, and prospects up to date and calm their market fears.
- AdvisorStream works well to complement existing marketing programs.
- Users advise trying out AdvisorStream and speaking with Blasko for a demo.
- AdvisorStream made a positive impact on their ability to connect with clients.
Overall, users recommend trying out AdvisorStream, speaking with Blasko for a demo, and leveraging its capabilities to connect with clients effectively.