United Capital Adopts Vestorly Platform to Strengthen Communications with Clients and Prospects

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Leading RIA Selects Digital Client Engagement Provider

Choosing Vestorly to enhance the way our advisers communicate and engage with their clients and prospects is a clear exhibit of that commitment. We have a strategic focus to embrace investors’ thirst for communication.

United Capital, a national registered investment advisory firm, announced today that it is leveraging Vestorly’s technology platform to provide its financial advisers with an advanced ability to share meaningful and personalized content experiences with both clients and prospects.

Through Vestorly, unlimited content from across the web can be gathered and personalized for a group or individual, providing United Capital with a continuous stream of relevant material to share. Additionally, all Vestorly content libraries and pieces are optimized for mobile devices with responsive design.

“While several areas of the investment advisory business have been commoditized, we believe that the client experience and the guidance we deliver are aspects where we can stand out and add value. Choosing Vestorly to enhance the way our advisers communicate and engage with their clients and prospects is a clear exhibit of that commitment. We have a strategic focus to embrace investors’ thirst for communication,” said United Capital CEO Joe Duran.

Furthermore, infusing this everyday experience with a firm's approach to thought-leadership transforms traditional marketing messages into a truly valuable resource for the end client. United Capital has seen a considerable uptick in engagement versus traditional online marketing efforts. Early campaign results and click-through rates have nearly doubled for prospects utilizing Vestorly, compared to United Capital’s previous lead nurturing efforts. On the client side of the campaign, there is a 52 percent open rate and 24 percent click-through rate.

Branded with the distinct United Capital look and feel, the selected content spans topics that affect how people work and play, reflecting United Capital’s focus on improving lives. “We see personalized content as the next generation in online engagement,” explained Gail Graham, United Capital’s Chief Marketing Officer. “Vestorly’s technology enables us to make this an efficient process for our financial advisers and will be a key differentiator for us.”

“United Capital is consistently at the forefront of what is going to be the next generation of wealth management,” said Justin Wisz, CEO of Vestorly. “Leveraging our technology is another demonstration of their forward-thinking mindset, which embraces a much more human side of financial services and showcases what the future of client engagement in this industry really looks like.”

Other benefits of the Vestorly platform include its reporting capabilities; United Capital has the ability to measure the activity of each client or prospect including what they read, what they shared (and with whom) and from what source they accessed the content, such as a social media post. With Vestorly powering a singular destination to capture and measure engagement, United Capital is able to identify shared content and transform it into new leads for the prospecting pipeline—all without interrupting the end reader.


About United Capital
United Capital Financial Advisers, LLC (United Capital) is a fast growing independent Private Wealth Counseling firm. They are a Registered Investment Adviser (RIA) offering clients objective guidance and an open architecture investment platform that enables a wide array of investment management solutions tailored specifically to individual needs. Today, United Capital has approximately $9.73 billion in assets under management and 47 offices around the country.

About Vestorly
Vestorly is a technology company solving the content marketing and client acquisition problem for professionals in wealth management, and the enterprises that support them. Founded in 2012, Vestorly is the brainchild of marketers, data analysts, and engineers from Fisher Investments, J.P. Morgan and Microsoft. Vestorly’s technology provides a unique content discovery experience and data-powered lead generation. Vestorly is currently being used by professionals from over 400 wealth management firms and institutions to link digital marketing efforts with asset gathering goals. For more information, please logon to http://www.vestorly.com.

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