Financial advisors are embracing social media as an effective way to reach their audience, foster relationships, and maintain client contact.

Our social sites are incredibly easy to use and allow you to participate on social networks—all in one compliant solution designed by financial industry veterans specifically for financial advisors.

“60% of advisors using social media generated at least 16 leads per year”

Financial Planning Association survey

We offer two kinds of social sites: a WordPress version with all of our basic social site benefits, and our Marketeria version with more customization, features, and ease of use.

Comparison | Benefits | Features | Specs

Our two social site flavors, compared

Benefits

Makes marketing more powerful

• Connect to your audience through online social networks
• Capitalize on personal networks as you see fit
• Deliver content to people who will find it relevant, wherever they happen to be online

Makes marketing easier, faster, cheaper

• Advisor-friendly. Requires no technical knowledge whatsoever.
• Easy for anyone you permit to change or add content on your site and official social networking pages
• Keeps you compliant with Arkovi social media compliance software
• Do everything from one console

Makes marketing more efficient & effective

• Analytics that give you actionable information on clients and prospects
• Translates online activity into insights, leads, and greater opportunities to consult

Features

Easy-to-use console

• One dashboard
• Easy for anyone you permit to edit or change web pages, publish blogs, post videos, audiofiles, slideshows, social media pages
• No technical knowledge required

Fully social, fully compliant

• Allow your firm to blog and post on Twitter, Facebook, and LinkedIn (and soon, YouTube)
• Allow visitors to comment and share content
• Be as selective as you want about what social activities you permit. You’re in control.
• Ensure all social media activity is SEC- and FINRA-compliant, with Arkovi’s archiving and monitoring software

Full customization

• No templates or frameworks. Your custom look.
• You choose the features, we adapt your look-and-feel to Marketeria’s clean, user-friendly web architecture

Built-in email marketing

• Automatically send branded email newsletters composed of your recent blogs
• Use this feature to run your email marketing campaigns
• Provides full email analytics

Custom analytics

• Access from main console
• Captures Google Analytics and custom analytics that other vendors don’t provide
• Draw more meaning from site activity, tell what’s working, develop leads, determine ROI

Specifications