Simple to implement in 3 easy steps
STEP 1. Upload your contacts
You can choose to deliver messages to individuals or groups of contacts from your address book.
Built for busy advisors
STEP 2: Choose your content
Choose from an expansive library of cards, FINRA-reviewed content, or compose your own email.
Measure your success
Track the effectiveness of your email campaigns. We provide you with key analytics so you are able to gauge the success of each communication:
STEP 3: Schedule your emails.
Set up automatic greeting card campaigns so you never miss a holiday, birthday, or anniversary.
Our representatives and specialists are ready with the solutions you need to advance your business.
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