Client snapshot:
Our AdvisorStream's digital marketing platform helps to engage investors and drive advisor growth.
We’ve all seen those generic email newsletters and awkward LinkedIn posts from wealth management firms and advisors attempting to build client engagement, but too often missing the mark with stale news or messages that are too watered-down to connect. Advisors generally understand that sharing timely articles and offering their perspective on breaking financial news, world events, and lifestyle trends can be a great way to stay relevant with clients and prospects. But the details often get in the way. Subscription paywalls, lengthy compliance review processes, and cumbersome user interfaces make it harder than it should be to share great content.
By working with Broadridge, Mandeville Private Client Inc. was able to overcome those challenges, creating a one-stop digital content and social media sharing platform that is helping advisors effortlessly convert today’s big headlines into meaningful engagement opportunities with clients and prospects.
We live in a world where sharing information and offering hot-takes on the news of the day has become a form of cultural relevance. But, who has the time to read everything, form an interesting perspective, and broadcast it across dozens of different platforms, each with its own different interface and rules of engagement? Especially when they have a business to run!
Staying top-of-mind with clients and prospects in this environment is tough.
According to our recent Financial Advisor Marketing Trends Report, the amount of time and energy advisors spend trying to build engagement with clients is just not sustainable:
On top of these issues, there is the growing risk of saying the wrong thing in an increasingly polarized political climate or even sharing information from unvetted or unreliable sources. Mandeville recognized early on that the future of the wealth management client experience was digital. To ensure advisors remained relevant to current clients and future generations, the firm focused on equipping them with the tools and technology needed to foster meaningful connections in a way that’s both user-friendly and compliant.
Broadridge developed its AdvisorStream solution to solve the digital content marketing challenges facing advisors by delivering a centralized, omni-channel platform that delivers the following:
Through a single, easy-to-use interface, AdvisorStream allowed Mandeville’s advisors to quickly identify relevant news and select stories to include in personal newsletters, social media posts and other highly customizable formats to share with all or select clients. In addition, AI-powered analytics built into the solution surface articles of note to specific clients, helping advisors deliver a level of personalized client engagement at scale that was never before possible.
Best of all, AdvisorStream was able to deliver this content in both English and French to address Mandeville’s unique client demographics.
This firm-wide, streamlined approach to digital content marketing quickly gained traction among Mandeville’s advisor population. By integrating AdvisorStream, Mandeville has seen widespread adoption with 80% of its advisors actively using it to connect with clients and prospects. AdvisorStream legally licenses high-quality content from leading publishers, like The Wall Street Journal, Barron’s, Globe & Mail and the Financial Times, empowering Mandeville’s advisors to drive client engagement and acquire new clients.
Some of the success Mandeville was able to achieve: