Advisor Promoter can connect directly to your IRESS/Xplan instance seamlessly passing information for marketing and compliance. You can now take your core CRM and add the power of multi channel marketing automation to reduce compliance risk, nurture existing clients and generate new ones.
With our Zapier connection, you can now communicate to over 1000 applications.
Moberate’s Technology will change the paradigm’s and most importantly, provide Advisers with a resource that can be adopted into a regular habit that I have been mentoring about for years. An efficient process to stay connected with their existing clients but also get them in front of more qualified potential clients.
Managing Director - Insurance Brokers (Intel)
Advisor Promoter have been very easy to deal with. Support and training is always quick and efficient. The long term benefit of this tool to my business is huge. Ready made processes add a new level of professionalism to our business and are fun and informative.
Managing Director, Strategic Advice
When they demonstrated Advisor Promoter to me, I could see straight away how easy it would be to now engage prospective new clients and any existing clients in a meaningful manner. The best thing is not having to be in the office behind a computer to do this. I could be on the road or waiting for an appointment to show and use this time to engage prospects or clients on a subject of interest to them. Also love the fact that I can get analytics to measure engagement.
A very productive tool that allows advisers to engage new prospects and existing clients effortlessly.
National Sales Manager, Newpark Group
Managing Director - Thin Ice Risk Management