NEW YORK, April 21, 2017 /PRNewswire/ -- Vestorly Inc., the leading content marketing technology for financial services, today announced a unique agreement with Morningstar, Inc.'s website for individual investors, Morningstar.com®. This agreement enables all Vestorly users to share Morningstar.com content, including articles and videos, with clients and prospects.
The product will integrate editorial content developed by Morningstar with Vestorly's content marketing platform, enabling more useful client communication and more efficient lead generation.
- Vestorly's content marketing platform will enable financial advisors to share Morningstar.com® content with clients and prospects
- The product will integrate ad-free, licensed content from Morningstar.com into financial advisors' email newsletters, websites, and social media posts
- Vestorly will leverage its proprietary artificial intelligence platform and intuitive design to deliver this content and provide business intelligence for users
"In the past, if an advisor wanted to share a high-quality article with a client, he'd have to find and send an article manually," said Justin Wisz, CEO, Vestorly. "This puts an end to that manual process. Vestorly A.I. will find and share the Morningstar.com content clients are likely to read, and allow those clients to read the content without any ads. We've seen advisors use features like this to open valuable conversations with clients, uncover timely opportunities, initiate relationships with prospects, and close new business."
As part of a pilot program for Morningstar clients, New Capital Management implemented a digital communication strategy with Vestorly. "Our goal is be known for our expertise so that more people will recognize us, follow us, and share our communication. Vestorly enables this goal by implementing better communications practices. We've improved the quality of posts and emails and now share timely, relevant content on a consistent schedule. The agreement between Morningstar and Vestorly makes our goal even more attainable, allowing us to share trusted and recognized Morningstar.com editorial content in the highest quality way," said Catherine Bahr, Director of Client Services & Communications, New Capital Management.
About Vestorly Inc.
Vestorly is a data-driven content marketing platform for the financial services industry, modernizing consumer interactions with advisory firms by applying artificial intelligence. Vestorly A.I. allows advisors to automate the search, curating and delivery of personalized collections of stories to their audience and access new data on their behavior. Learn more about Vestorly or request a demo.
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SOURCE Vestorly Inc.