We give you the OPTION to EASILY send personalized, compliant news & information to every client everyday.
Today's clients of all ages are connected. They get financial advice sent to them everyday from all sorts of people and potential competitors.
Communicating 4x a year doesn't work anymore.
Top Advisors know visibility drives Value, Satisfaction and Referrals.
Today's winning Advisors understand that competition is coming from everywhere. Sharing personalized information with Clients every day demonstrates that they are present, on top of what's happening and frequently thinking of about them.
Providing timely, sharable content increase likeliness of referral as Client discuss and share information on hot topics with their Friends & Family.
Do-it-for-Me service does all the work.
You get results in 3 simple steps.
Service is powered by our Content Partners*
We provide a robust mix of content from original sources:
Your Firm's Branded Content (blog/articles/reports)
Public Web Content
Pay-Wall Web Content
Custom Content Libraries
* Some partners require purchase of content subscription. Please contact us for pricing based on your needs.
How exactly does the Client News Service work?
ReachStack is an innovative new digital communication service for Wealth Advisory Management companies.
Using our proprietary Client interest tracking & Content matching technology, we provide a fully managed Do-it-for-Me News service that gives each Advisor the option to share FINRA compliant, personalized news and information with each client monthly, weekly and even daily.
Through seamless integration with our content partners, your content library, your existing CRM and compliance systems, ReachStack uses a proprietary combination of modern data analytics, AI & email marketing automation technology to increase the frequency, personalization and impact of your Client communications.
All response data is analyzed to provide each Advisor with actionable Client interest profiles and next best Revenue opportunity lists.
Our Wealth Customers get Results.
Firm's who's Advisors use ReachStack achieve more efficient growth through higher client visibility, satisfaction, referrals and understanding of their next best revenue opportunities.
70% Adoption of Do-it-for-Me Service (vs 15% for Do-it-Yourself)
25x increase in Advisor visibility (from 4 to 100 interaction /yr)
44% increase in Client Satisfaction and Likeliness to get Referrals
Pricing starts at only $50 a month.
Fully managed Client content sharing service
All communications are Advisor branded & personalized
Suggestions for Email & Social channels
Options for Monthly, Weekly and Daily communications
Content planning and sourcing
FINRA compliance management (prefilter + archiving)
Weekly Hot List and Client interest reports
Performance Measurement & Reporting (at enterprise level)