HeyAdvisor provides Canadian financial professionals with a subscription-based library of original infographics and videos. This content helps advisors educate clients on wealth planning topics related to major life events, enabling a holistic wealth management approach.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian financial professionals often struggle to create engaging and compliant educational content for clients, requiring significant time and resources. This can hinder their ability to effectively communicate complex wealth planning topics and build stronger client relationships.
Solution
HeyAdvisor provides a subscription-based library of original, branded infographics and videos designed to help Canadian financial advisors educate their clients on wealth planning topics related to major life events. The platform offers over 250 pieces of content, each with resources like email templates and social media captions, covering a wide range of financial topics relevant to Canadian clients. HeyAdvisor allows advisors to easily share content across various channels, including social media and email, and integrates with existing CRM and marketing tools. The content is created and reviewed by financial professionals to ensure accuracy, reliability, and compliance with Canadian regulations.
Target Audience
HeyAdvisor primarily targets Canadian financial advisors and firms looking to enhance their client communication and marketing efforts with engaging, educational content.
Features
- Library of over 250 infographics and videos covering various wealth planning topics
- Content is tailored to Canadian regulations and terminology
- White-labeling with advisor's branding (logo, colors, and call to action)
- Additional resources for each content piece, including email templates and social media captions
- Content sorted by life event for easy access to relevant information
- Integrations with CRM and other marketing tools
- Monthly content updates to ensure a steady stream of engaging material
- Compliant content pre-approved through relationships with leading organizations in Canada