Frequently Asked Questions

Beaver Agency specializes in all types of online marketing and web design. We can handle most tasks in-house, but if needed, we have a huge network of talented people that we can take in on short notice.

We take great pride in knowing our clients really well. So, before any project starts we do a very in-depth research of your company, product, services and of course, the competition. Knowing our clients 100%, we can come up with a business strategy and a project description that leaves no room for errors or mistakes. When your project is done, you know exactly what to expect and how to compete online.

Through seamless integration with 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, then analyze response data to provide each Advisor with actionable Client interest profiles and next best Revenue opportunity lists.

What is Market Automation?

Automation allows companies to automate their promotional, research, and other marketing activities according to a preset number of rules.

What Value does this Add?

ReachStack delivers a 1,600% increase in client engagement through automation of content sharing and direct communications. Increased frequency, efficiency, and response rates promote a healthier, happier relationship and streamlines communications in a more timely manner.

What compliance issues does ReachStack solve for financial institutions?

The ReachStack Advantage includes a built-in workflow that ensures that no communication goes to clients without advisor review and compliance approval. Content sent by marketing and advisors automatically route to compliance and are automatically stored and archived in read-only format as to comply with FINRA and IIROC guidelines.

How does ReachStack automation provide greater control for (advisors, compliance)?

The ReachStack Advantage ensures that compliance can pre-approve and automate content and communications without redundancy or a negative feedback loop. The preapproval process ensures that advisors, compliance, and marketing teams are on the same page and recommended content for clients can automatically dispatch.

How does ReachStack boost a financial institution's AUM?

ReachStack streamlines the communication channels between advisor and clients. The result is a more engaged, more informed client and the potential for deeper the relationships, enhanced loyalty and greater business value. The ReachStack Advantage includes proven results that show more informed clients who trust their advisors more. This drives greater investment toward the advisor and enhances the numbers of referrals from friends and family.

In addition, the streamlined communication process reduces the amount of time that advisors need to spend on existing clients. This allows them to pursue new prospects, allocate more time to research and investments, and the ability to engage in more events and activities to promote their business.

What services does ReachStack provide?

Reachstack is an email based content distribution platform and service provider. The platform streamlines the process of providing customized insights to individual clients with the unique layer of quickly ensuring approval from marketing and compliance departments.

Does ReachStack offer services outside of its marketing automation platform?

The company provides client communication activity data collection, storage and analysis

Does ReachStack provide content to financial institutions?

No. Reachstack only operates an intelligence and distribution platform. The company partners with major content providers. It does introductions between a firm and partner if they don’t have one.

What role does ReachStack have in working with content partners & providers?

Reachstack is content provider agnostic. The company can work with any content provider and can quickly, and efficiently automate the content integration flow to make it easier for wealth management firms. ReachStack’s platform can track and provide performance reporting on content by a variety of tags that can be customized by the firm.

Top of page