Product Overview of Vestorly
Vestorly is an AI-driven content marketing and curation platform designed to help financial advisors, wealth management firms, and other professional service providers personalize and enhance their digital customer engagement.
What Vestorly Does
Vestorly pioneers the use of artificial intelligence to curate personalized content, enabling businesses to create an engaging and tailored experience for their clients and prospects. The platform is built to manage and distribute data-driven, relevant, and safe content, which is crucial for maintaining strong customer relationships in the financial services industry.
Key Features and Functionality
1. AI-Driven Content Curation
Vestorly’s core technology leverages artificial intelligence and machine learning to curate content from a vast array of sources across the web. This content is personalized based on the interests, preferences, and objectives of the intended audience, ensuring a unique and engaging experience for each user.
2. Personalized Content Streams
The platform generates content streams in over 72 ready-to-share or customizable categories. These streams are dynamically updated based on user interactions across email, social media, and websites, making each collection more intelligent over time.
3. User Input and Data Integration
Vestorly collects both explicit and implicit data from users, including location, devices, demographics, and volunteered information about marketers and their audience. This data is combined with real-time web content search to provide highly relevant and personalized content.
4. Robo-Compliance System
To ensure compliance in the financial services sector, Vestorly features a Robo-Compliance system that safeguards content streams, making them safe for financial advisors to use without violating regulatory requirements.
5. Intelligence Center Dashboard
The platform includes an Intelligence Center dashboard that organizes content libraries and manages key account features, providing users with granular control over content and topics to prioritize at the organizational level. It also tracks engagement and content preferences at the audience level to optimize content recommendations.
6. Integration Capabilities
Vestorly can be integrated with other platforms, such as Refinitiv Workspace for Wealth Advisors, to enhance the digital marketing tools available to wealth management providers. This integration allows for the use of customer data on interests, hobbies, retirement plans, and financial holdings to fuel personalized digital communications.
7. Manual Curation Options
Users have the ability to manually teach the content engine to curate content based on specific articles, publications, topics, or individual contacts, allowing for a high degree of customization and control.
Benefits
- Enhanced Engagement: Vestorly’s AI-driven approach increases the likelihood of one-to-one engagement experiences, leading to higher engagement rates and stronger customer relationships.
- Efficiency: The platform reduces the cost of content inventory and the friction associated with leveraging content, making it a time-efficient solution for businesses.
- Compliance: The Robo-Compliance system ensures that all content is safe and compliant, which is particularly important in the regulated financial services industry.
By leveraging advanced AI and machine learning, Vestorly provides a powerful tool for businesses to personalize their content marketing efforts, enhance customer engagement, and build more impactful relationships.