eMoney Advisor launched today a new, interactive feature that enables financial advisors to streamline lead management, drive revenue, and digitally grow their businesses.
Named Lead Capture, the online workflow is designed to specifically help financial advisors attract, engage, and qualify leads through their online marketing efforts. It allows advisors to launch an automated, digital financial planning experience to prospective clients to help accelerate business development efforts and drive revenue.
Lead Capture comes fully integrated into eMoney’s wealth management platform, and if you’re already a user of the eMoney product suite, then Lead Capture is available at no extra cost.
According to a company press release announcing the launch, the way Lead Capture works is pretty straightforward:
- First, advisors generate a unique link that can be added to emails, social media posts, and websites.
- Second, once the unique link is clicked, prospective clients are directed to a customized web page where they can enter basic financial information.
- Third, after entering a few details about their current financial situation, prospects gain insights into how they’re tracking toward their goals.
- Fourth, when prospects are ready for help, they can request a consultation with the advisor.
- Fifth, the advisor is then notified instantly, and the lead is automatically added to his or her dashboard in the eMoney platform.
Jessica Liberi, SVP of product management at eMoney Advisor, said, “Attracting new clients online should be top-of-mind for advisors looking to accelerate their marketing and business development strategies. With our new Lead Capture feature, advisors can optimize the return on their digital marketing efforts to generate quality leads.”
Additional functionality of the Lead Capture feature gives advisors the ability to:
- Convert online viewers into quality leads – In seconds, advisors can create a professional and customizable landing page to convert online viewers into leads.
- Improve lead quality – Lead Capture generates the details an advisor needs to help qualify a lead, which fuels more meaningful conversations.
- Never miss an opportunity – Advisors are instantly notified when a new lead is generated, which allows for timely communications with the prospect.
- Ditch manual data entry – With the tool gathering the prospects’ details, data entry becomes effortless.
By embracing digital marketing strategies like Lead Capture, Liberi believes advisors will position themselves to reach new audiences, better nurture leads, and grow their businesses.
For more about how Lead Capture works, visit the eMoney blog.
Danita White for TechFunnel.com