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What is the Vestorly integration?

The Advisor Websites and Vestorly integration displays a widget on your website that automatically updates with the latest news stories from your choice of major publications, such as The New York Times or Wall Street Journal, and is accessed through a lead capture form.

What is Vestorly?

Vestorly is a data-driven marketing platform for financial advisors. It allows you to curate personalized content libraries for clients across several marketing channels like websites, emails, and social media, and track data on users.


What is the benefit?

Fresh content is essential for a website both in terms client engagement and search engine optimization, but can be a time consuming commitment. This integration provides your website with new content without your having to write or manually post it. Content will be customized with your brand, keeping you top of mind with your users as they browse.

As a personalized content feed on your website is seven times more likely to capture a lead than a tradtitional contact form, the integration will help your firm grow.

How does the integration work?

Information submitted through the lead capture form on your website is automatically imported into your Vestorly dashboard where you can track your readers' online interactions.

What do I need to integrate?

To integrate you need two things:

  1. An Advisor Websites account
  2. A Vestorly account

For more information on how to install and use the integration, visit Knowledge Base from Support. And as always, call or email us with any questions.

How much does it cost?

The integration is included with your Advisor Websites subscription at no extra charge. More information on Vestorly (including pricing info) can be found here.

Author: Kellie Gibson

Topics: content marketing, financial advisors, insurance agents, integration, Integration, Vestorly, technology

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.