MyNameFlow provides an automated marketing platform for financial advisors to locate and organize warm prospects from online accounts. It delivers data‑driven follow‑up content, tracks engagement, and leverages life‑event triggers to time outreach effectively. The system includes reporting tools that help advisors contact prospects at optimal moments to increase sales.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often struggle to consistently engage with their existing network of contacts and identify potential clients who may have become disengaged or "lost" within their online accounts. Manually sifting through numerous online accounts to find and reconnect with these prospects is time-consuming and inefficient, leading to missed opportunities for client acquisition.
Solution
MyNameFlow is a marketing automation platform designed to help financial advisors recapture lost prospects and nurture them into clients. The platform automatically aggregates contacts from various online accounts, filters out irrelevant entries, and identifies key life events that may signal a renewed need for financial advice. MyNameFlow then automates personalized follow-up marketing, delivering engaging content and tracking prospect engagement to help advisors connect at the right time. By automating these processes, MyNameFlow enables advisors to focus on building relationships and closing deals, rather than spending valuable time on manual data collection and outreach.
Target Audience
MyNameFlow primarily targets financial advisors who want to streamline their prospecting efforts, re-engage with lost contacts, and automate their marketing processes to acquire new clients.
Features
- Automated contact aggregation from multiple online accounts
- Intelligent filtering to remove non-prospect contacts
- Identification of key life events (e.g., marriage, new child, home purchase) to trigger timely engagement
- Automated follow-up marketing with personalized content
- Tracking and reporting of prospect engagement (e.g., email opens, clicks)
- Monthly newsletter creation with trending articles
- Option to send unlimited custom campaigns
- Article library with pre-written content for campaigns
- Webinar promotion and management services