Matt Wakely

Client Success Specialist at AdvisorStream - New York, NY, US

Matt Wakely's Contact Details
HQ
Location
Toronto,Ontario,Canada
Company
AdvisorStream
Matt Wakely's Company Details
AdvisorStream logo, AdvisorStream contact details

AdvisorStream

New York, NY, US • 50 - 99 Employees
SaaS

AdvisorStream empowers you to create valuable touch points with clients while enhancing credibility, strengthening relationships and increasing share of wallet. It's like having your own marketing team providing relevant timely communications.OUR SOLUTION IS SIMPLE…✔YOU'LL ALWAYS BE FRONT AND CENTER WITH CUSTOMIZED COMMUNICATIONS.Whether it's an email, enewsletter, blog, website or social media post, your personal branded Advisor Content Page is enhanced with valuable content positioning you as a thought leader.✔ACCESS TO THE WORLD'S MOST TIMELY, RELEVANT & CREDIBLE CONTENT. You'll have access to content from leading publishers such as The Wall Street Journal, Barron's, Forbes, Reuters, and The New York Times. Each article is licensed for distribution and placed within your Content Page ensuring viewers will never hit a paywall or ads that distract attention away from your brand.Our content library includes articles, videos and infographics encompassing more than 30 subject areas including wealth management, personal finance and lifestyle. Artificial Intelligence and algorithmic curation ensures the most engaging content for each client or prospect. We add new content daily and review each article to ensure compliance with FINRA, SEC, IIROC and FCA regulations. ✔AUTOMATION SAVES YOU TIME AND RESOURCES.WEEKLY NEWSLETTERS - We provide a weekly custom-designed enewsletter delivered automatically to your contacts.SOCIAL MEDIA, WEBSITE AND BLOG POSTS - We automatically drive timely, relevant content to your social media accounts, website or blog based on a defined schedule. You also have complete control to schedule your own posts using the intuitive Social Scheduler. P.S. Want to send a targeted email to a specific client or prospect? We've thought of that too. Simply select any article and send on the fly at any time!►DO YOU WANT TO INCREASE CLIENT ENGAGEMENT AND BUILD BUSINESS? CALL OR EMAIL US TODAY! 1 877-761-7036 | info@advisorstream.com

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Matt Wakely currently works for AdvisorStream.
Matt Wakely's role at AdvisorStream is Client Success Specialist.
Matt Wakely's email address is ***@advisorstream.com. To view Matt Wakely's full email address, please signup to ConnectPlex.
Matt Wakely works in the Financial Services industry.
Matt Wakely's colleagues at AdvisorStream are Karim Rashwan, Karim CFP, Rebecca McMurry, Georgia Karakatsanis, Amber Bland, Shawn MacEwen, Kevin Mulhern and others.
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