Key insights from this webinar

Why is personalization becoming more important for investor communication?

Personalized communication helps strengthen relationships by making every interaction more relevant to the investor. It shows an understanding of individual interests rather than relying on one-size-fits-all messaging.

42% of investors say their advisor could provide greater value through more personalized communication.

For investor communication this means:

Tailor messages to match investor interests, financial goals and life events.
Consistent personalization helps reinforce value beyond portfolio performance.

How can AI help solve the time challenge behind consistent marketing?

85% of advisors say finding time for marketing is a challenge.

Communicating consistently can be difficult for financial advisors because of the time needed to find content and distribute communications.

Here are a few ways Al can help advisors to save time:

Generate newsletters and emails quickly using approved content
Create personalized email introductions instantly with Al writing first drafts
Spend more time building client relationships instead of formatting communications.

Why does editable AI content matter as much as speed?

AI delivers the greatest value when it helps accelerate communication while keeping every message flexible and relevant. Being able to refine AI-generated content before it is shared makes personalization more meaningful than simply generating content faster.

How can AI create more relevant investor communications?

Relevant communication begins with understanding what matters most to investors. AI helps connect timely information with topics that align with individual interests.

Here are a few ways to improve relevance:

Recommend content based on investor interests and engagement.
Incorporate keywords themes and upcoming events into communications.
Create communications that encourage meaningful conversations instead of one-way updates.

How can AdvisorStream's AI help advisors save time with marketing?

AdvisorStream’s AI-powered advisor marketing can help:

Create personalized newsletters in seconds with editable AI-written drafts that can be customized to match your brand and audience.
Identify client interests and spot life changes as AdvisorStream learns from how investors interact with your marketing, helping uncover planning opportunities.
Suggest next-best content based on investor interactions to help spark meetings.
Reach out with relevant content at the right time to deepen client relationships.
Integrate with your firm’s compliance workflows with approval workflows that help you stay compliant without sacrificing results.

How can AdvisorStream help you understand what investors care about?

Better communication starts with better insights. AdvisorStream's AI-powered marketing learns as investors interact with your marketing, helping advisors identify engagement patterns that make future outreach more relevant and timely.

This helps you: