COVID-19 Update

Bridging The Gap Between Local Clients & Global Brands

shadow ETI EI004 WP ADVISOR CHALLENGE Mar 2015For independent financial services advisors, the need for ongoing outreach to clients with relevant messaging has never been greater. To address this challenge, many successful global financial services firms are supporting their local advisors with Relationship Marketing Platforms to integrate content, data and sources.

This white paper will outline how a Relationship Marketing Platform can help advisors:

• Develop a compelling story to share with clients;
• Communicate with clients and prospects quickly and effectively;
• Uncover the right materials for their needs; and
• Ensure that content is integrated with compliance.

Fill out this form now to learn how forward-thinking financial services firms are equipping local advisors to maximize all digital channels and content marketing to build their networks.