Public Relations
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:
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.
Key stats
Media