United Capital, a national registered investment advisory firm, is partnering with Vestorly to provide customized information for UC clients and prospects, United Capital announced Monday.
The technology platform will enable United Capital financial advisors to send information digitally to clients and prospects that is customized to a particular person or group.
It also will enable United Capital advisors to know who accesses the information and what items they read, United Capital says.
The information will include financial matters as well as other items about how people live, according to United Capital CEO Joe Duran.
A pilot program for clients and prospects already has increased the readership of the information above a traditional newsletter.
“We see personalized content as the next generation in online engagement,” explains Gail Graham, United Capital 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.” The Vestorly technology will allow United Capital to measure the activity of each client or prospect, including what they read, what they shared, and from what source they accessed the content, such as a social media post.