Imagine a Newsletter that Writes Itself
Use generative AI to instantly create personalized newsletters based on topics of interest to your clients.
- Create personalized newsletters in seconds
- Go from generic to genius with editable AI-written drafts
- Easily customize to match your brand and audience
- Get more meetings with action-oriented emails
Uncover New Revenue Opportunities
AdvisorStream learns as investors interact with your marketing, providing you with valuable insights on prospects and clients.
- Identify client interests to better understand them
- Spot life changes that create planning opportunities
- Suggests next best content to spark meetings
- Reach out with relevant content at the right time
Powerful Marketing Automation and Compliance
AdvisorStream is designed for the financial services industry, integrating seamlessly with your firm’s compliance workflows.
- Compliance made easy with approval workflows
- Deepen relationships with timely communications
- Actionable insights to uncover revenue opportunities
- Save time with one-click content approvals
