Advisors with Choreo, a national, independent RIA firm with 28 offices across the U.S., can now up their marketing skills with the use of a new platform called Canvas, Choreo announced.
The multichannel digital marketing and communications tool was developed in cooperation with San Diego-based FMG, a marketing platform for financial advisors and insurance agents.
Canvas is designed to enable advisors to plan and execute personalized marketing campaigns and allow them to streamline their business development activities. Users can access a library of pre-approved communications materials for seamless, scalable and targeted marketing campaigns, Choreo said.
Canvas enables advisors to use a centralized portal for all marketing activities allowing advisors to manage their personalized marketing efforts in one place, including e-newsletters, client events and outreach. It also gives them the ability to use marketing plans that combine original or pre-approved content from an extensive library of materials.
Social media is automated so that advisors can generate sharable posts that reflect their brand. Client multi-media campaigns can be created to that client communications are integrated and targeted to the appropriate audiences, with analytics allowing advisors to easily track the open and click-through rates of their campaigns. An integrated compliance review component expedites the review process, Chorea said.
The launch of Canvas coincides with new Choreo’s branding campaign as it expands its national footprint. The firm was previously was operated as RSM US Wealth Management. Choreo focuses on first-generation owners of closely held businesses who have complex financial needs as high-net worth and ultra-high net worth individuals.