By The Sizemore Letter<\/u><\/p>\n
If you manage money professionally–or write about it–then using social media has become part of your day job. \u00a0Think about Carl Icahn<\/a> tweeting about his decision to buy Apple<\/strong> (<\/span>AAPL<\/a>)<\/span> or of Twitter tweeting to announce its own IPO. \u00a0Though it hasn’t completely replaced<\/em> traditional public relations and advertising (and it never fully will, at least for larger companies), social media has created an earthy, authentic parallel publicity universe for making announcements and for new talent to be heard.<\/p>\n In 2008, blogs were not taken seriously as “news” sites. \u00a0Hardly anyone had heard of the Big Picture<\/a>, The Reformed Broker <\/a>or Zero Hedge<\/a>. \u00a0But today, due in no small part to the success of these bloggers and their contemporaries, the line between blogger and mainstream financial journalist is too blurred to distinguish. \u00a0The edgy, anti-establishment voices have elbowed their way into the establishment by filling an information void that needed to be filled and by sheer force of personality. \u00a0And in doing so, they have changed the way we get our news.<\/p>\n Going hand in hand with this is Twitter. I have no idea what Twitter’s founders had in mind when they created the service; it’s evolved so much over the past few years, I doubt if they even remember themselves. \u00a0For lack of existing vocabulary (Twitter has since spawned a vocabulary all its own), they called it a “microblog.” \u00a0To me, it looked like a Facebook status update…but without the rest of Facebook. \u00a0But today, it’s grown to become everything from news aggregator to chat room. \u00a0In this line of work, the Twitter format is perfect for blasting out an article you wrote or one that you read and wanted to pass on. \u00a0It’s also a great forum for tossing around trading ideas (StockTwits is even better for this).<\/p>\n And like blogging, tweeting give you a way to shape the discussion. \u00a0It makes the the news interactive. New York, NY<\/strong> – September 24, 2013. Vestorly, a leading digital content marketing platform for financial professionals, announced today the availability of a free and comprehensive content marketing suite This no cost alternative for content marketing frees financial professionals from having to pay for content distribution services they are currently using for email newsletters, social media publishing services or digital content marketing hubs.<\/p>\n \u201cThe current technology behind digital content marketing is becoming commoditized,\u201d said Justin Wisz, CEO of Vestorly. \u201cThe real challenge for digital marketing platforms is delivering actionable data that helps professionals convert new clients as opposed to simple content distribution.\u201d<\/p>\n As the wealth management industry embraces digital marketing, there are industry-specific challenges, such as compliance and qualified lead generation, which are not included in most current content marketing platforms. Paid-for marketing tools may schedule, push and archive content across multiple digital channels, but typically lack the intelligence to identify, attract and convert new clients. As a result, Vestorly believes that these base-line services have become so commoditized that they ultimately will become free, just as many other online features have become.<\/p>\n \u201cVestorly\u2019s mission is to power up the wealth management industry and its professionals with smart data that accelerates client acquisition\u201d continued Wisz. \u201cAs part of that mission, we believe that the basic features of digital content marketing services should be free.\u201d<\/p>\n The key functionality that separates Vestorly from other digital content marketing platforms is Vestorly\u2019s ability to gather new prospective clients from the entire Web presence of a professional or firm. Vestorly captures the basic interaction between individuals and wealth management professionals. It then synthesizes user content views into better client service data and user content-sharing into new client\u00a0referrals. Vestorly\u2019s proprietary algorithms then facilitate the client acquisition\u00a0process by collecting smart data on individual prospects.<\/p>\n For enterprises and firms that seek industry-specific ROI from marketing efforts,\u00a0Vestorly offers an API (application programming interface) to enable the turnkey\u00a0integration with current content marketing tools, compliance platforms, and CRMs.\u00a0Through the Vestorly API, enterprises and firms can quickly enhance current digital\u00a0marketing initiatives with data-powered lead generation and nurturing.<\/p>\n With the additional ability to archive and gain compliance pre-approval on all\u00a0outgoing content, Vestorly can provide a comprehensive digital content marketing\u00a0suite specifically built for financial professionals and their enterprises, or simply be\u00a0added on as a powerful new feature. Vestorly offers these integrations at the\u00a0enterprise-level on a license fee basis.<\/p>\n With Vestorly, financial professionals and firms are able to:<\/p>\n \u201cOne of the most challenging aspects of the investment management business is\u00a0getting your message across to would-be clients,\u201d said Charles Sizemore of\u00a0Sizemore Capital Management. \u201c Vestorly gives me a “compliance safe” venue to\u00a0reach out to clients and prospects, but it is also much more than that. Vestorly\u00a0leverages the power of social media and expands my reach by allowing clients and \u201cInvestment professionals have very specific requirements when it comes to client\u00a0acquisition, and current marketing solutions may not be addressing that,\u201d said Wisz.\u00a0\u201cClient acquisition is a science, not a gamble. With the data available now,\u00a0professionals in wealth management can be more efficient in making smart\u00a0decisions about how they communicate and grow.\u201d<\/p>\n About Vestorly<\/p>\n Vestorly is a technology company dedicated to solving the client acquisition Media Inquiries<\/p>\n Timothy D. Welsh This article first appeared on Sizemore Insights as Social Media for Money Managers and Financial Bloggers<\/a><\/p>\n
\nAll of this brings me to Vestorly. \u00a0I’ve used Vestorly for years as a way of funneling casual social media contacts into actionable leads. \u00a0And as of now, the service is now available for free. \u00a0Here is the press release they put out earlier today:<\/p>\n\n
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\nprospects to refer you to their friends and colleagues in a comfortable way that\u00a0adds value to everyone involved.\u201d<\/p>\n
\nproblem for professionals in wealth management, and the enterprises that support
\nthem. Founded in 2012, Vestorly is the brainchild of marketers, data analysts, and
\nengineers from Fisher Investments, J.P. Morgan and Microsoft. Vestorly\u2019s
\ntechnology suite provides a comprehensive digital content marketing platform that is currently being used by professionals from over 300 wealth management firms. For more information, please logon to www.vestorly.com.<\/p>\n
\nNexus Strategy, LLC
\ntim@nexus-strategy.com
\n415-847-4874<\/p>\n<\/blockquote>\n