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PUBLIC RELATIONS

Client

Advyzon

Service

Public Relations

About

Advyzon is a Chicago-based advisor technology platform founded in 2012.

Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.

By providing all the key capabilities a wealth management firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice.

Objectives

Advyzon came to us in March 2018 to:

  1. Grow to 200 advisors on the platform and $2 million in revenue by the end of 2018
  2. Become a go to technology provider for referral partners like TD Ameritrade, Schwab, Fidelity and Pershing
  3. Continue to maintain a near 100% client retention rate
  4. Utilize earned media coverage to increase visibility in the industry among all-in-one platforms
  5. Form relationships with influential advisor journalists to build the firm’s brand and credibility

FiComm built relationships with key outlets
and journalists through proactive pitching,
press releases and contributed content.

Strategy

We utilized media relations, contributed content and conference attendance to position Advyzon spokespeople as thought leaders on trending topics that are relevant to their target audience, such as integrations, scalable growth, data ownership and mobile technology to name a few.

We worked with Advyzon’s C suite executives as well as advisors on the platform as key spokespeople to discuss hot button media topics.

Based on Advyzon’s objectives, we conducted outreach to media targets in the wealth management/financial advisory trades focused on industry trends and technology.

Results

Key stats

36

Total
Media Hits

9

Total
Media Intros

7

Media
Spokespeople

Media

ADVYZON ACHIEVES MAJOR COMPANY MILESTONE: 500 CLIENTS IN FIVE YEARS

Cision PR Newswire

One thing that helps prevent surprises is making the onboarding process as repeatable and automated as possible through a CRM system, according to John Mackowiak, chief business development officer at Advyzon. “Most CRM systems offer workflow capability that can minimize the number of moving parts,” he said.

InvestmentNews

For fintechs like Advyzon that aren’t looking to expand their own service into a new sector, integration works well for all parties involved. “From a vendor perspective, a lot of us have our own strengths,” Pearson says. “That’s where we look to each other to partner together.”

FinancialPlanning

"It's part of a trend that lets RIAs and smaller institutions do what the larger players can," says John Mackowiak, chief business development officer at Chicago-based CRM and performance reporting software firm Advyzon. "As technology has evolved, it has already allowed the smaller firms to offer similar experiences to that of much larger enterprises ... [This] is one example of this trend," he says.

RIABiz

"Ease of use is the biggest savings," he said. "We now have a very intuitive user interface" that ties in cloud-based performance reporting, document storage, client web portal management and customer relationship management features such as taking and archiving notes on client communications.

Investor's Business Daily