Financial Advisors / Wealth Management

Leverage social media to reach investors, convert prospects to clients

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Advisors & Social Media

A recent study by Putnam Investments states that the average advisor gained $4.6 million in assets using social media in 2015. Of those who gained assets, 71% were active on a daily basis.





Leverage social media marketing by creating compelling content


Content libraries
Gremlin Social’s Content Library turns advisors into publishers by giving them the flexibility to schedule and distribute content at optimal times on Facebook, LinkedIn, and Twitter.

Feed Manager
Schedule or share content from your blog or RSS Feed with the Gremlin RSS/ATOM Feed Manager.

Social Dashboard
Grow your book of business by engaging with your network through the Gremlin Social Dashboard.

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Compliance Solutions

Gremlin Social Guardian compliance tools help advisors and wealth managers adhere to federal securities laws, including compliance, suitability, and recordkeeping provisions.



Team Workflow
Use the Gremlin Social workflow tool to set up approval processes for your teams. Posts do not get sent until your approval process is fully executed.

Archiving
Search and export all social media posts using Gremlin Social's archiving functionality.

Approval
Avoid recommendations of specific products and services, unless they have been given the green light through your approval process.

Filtering
Add filters in Gremlin Social for product names or words that are commonly found in recommendations. Have these violating messages redirected to appropriate personnel for review.

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Get started today!

SCHEDULE YOUR DEMO TO LEARN MORE ABOUT WHAT GREMLIN SOCIAL CAN DO FOR YOU


  REQUEST A DEMO