Equitable: Marketing Technology Project
Our work speaks for itself.Steered migration of financial planners and advisors to a new integrated marketing platform, streamlining local marketing, social media outreach, and client notifications, resulting in an 85% user adoption rate and enhanced campaign efficiency.
Big Ideas,
Real Impact
Asset-Map provide a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions by getting on the same page - literally.
Visualize all the financial elements of a household on a single page/browser
Create very simple, but powerful needs-based analysis within minutes that informs clients whether they are on-track to funding their most important goals: Loss of Life, Disability, Long-term Care, Education, Retirement
Collaborate on households between joint-work partners, colleagues, and mentees while using staff and delegates to leverage the work effort
Give clients an understanding of the bottom line and how to act, facilitated by a professional who knows what's important
Make it stand out.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Equitable Advisors - Oklahoma
Equitable Advisors: Greater NY
Equitable Advisors: SoCal