eCards

financial advisor client ecards

Build and nurture client relationships

  • Easy to Use
  • Integrated Compliance Review
  • Free Technical Support
  • Custom Email Creation
  • Tracking and Reporting Tools
  • New Content Regularly Added

Detailed Information

Never miss a client life event again. Send automated emails and greeting cards for birthdays, anniversaries, holidays and more. This email solution saves you time, ensures that you regularly get in front of your clients and strengthens connections with your prospects.

Our user-friendly eCard system automates the outreach process, making it easy for you to keep in touch with clients and prospects throughout the year, without sacrificing important steps like compliance review and tracking.

This solution is included in these Packages:
Grow
Invest
Manage

Simple Set Up, Saving You Time

We make implementing email marketing easy. Simply upload your contacts, choose your content and schedule your emails. You can choose to deliver messages to individuals or groups of contacts from your address book. Create, host and distribute your own content using our email platform:

  • Choose from library of cards, FINRA-reviewed content, or compose your own email
  • Upload and store images to use in future communications
  • Set up automatic greeting card campaigns so you never miss a holiday, birthday, or anniversary

Promote Your Image and Brand

You’ve taken the time to develop a unique brand. Make sure it’s known by incorporating it into your email communications. We make it possible through these customization options:

  • Incorporate business logo
  • Include headshot
  • Provide full or partial contact details
  • Choose from standard header graphics or upload your own

Measure Your Success with Reporting Tools

Track the effectiveness of your email campaigns. We provide you with key analytics so you are able to gauge the success of each communication:

  • Emails opened
  • Email clicks
  • Date of email engagements
  • Contacts who engaged in emails

eCard Solution Features

User Friendly

  • Free technical support
  • Advanced tracking and reporting tools
  • Integrated compliance review
  • Simple contact management

Premium eCard and Content Library

  • FINRA reviewed
  • Automated “Set & Forget” Campaigns
  • Mobile-friendly email design
  • Animated and standard greeting cards
  • Custom email creation

Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834