Refinitiv and Vestorly to Provide Enhanced AI-powered Digital Marketing Solutions to Wealth Managers

Refinitiv, an LSEG Business, recently revealed that it entered a strategic agreement with Vestorly, an AI-powered content curation, and marketing platform, in order to offer wealth management companies and advisors with personalized content and marketing tools “designed to foster a more-impactful digital customer engagement experience.”

The wealth management sector continues to be transformed “with new digital solutions that enable firms to provide best-in-class solutions that meet their customers’ needs.”

The agreement with Vestorly supports Refinitiv’s focus on “enhancing the advisor experience and giving customers access to the analytical data and advanced marketing tools needed to help them build trusted relationships and strong businesses in this time of unparalleled change.”

Refinitiv’s client base of major financial institutions should “benefit directly from having  Vestorly’s capabilities available for use within their own products and services.”

A clientmay now “access and personalize Vestorly’s content streams alongside Refinitiv’s Workspace for Wealth Advisors using their own data on customer interests, hobbies, retirement plans, and financial holdings to fuel digital communications and build deeper customer relationships.”

Charles Smith, Global Head of Investor Services, Wealth Management, Refinitiv, said:

“We’ve seen a significant uptick in requests for AI solutions that provide relevant, timely content for internal and external communications to maintain a feeling of connection and engagement. Our agreement with Vestorly will provide our clients with more-impactful digital content solutions as they look to build more personalized and impactful relationships in a virtual environment.”

Ralph Pahlmeyer, CEO of Vestorly, remarked:

“Our agreement with Refinitiv speaks volumes about the importance of content and quality engagement in the financial services industry. We believe that our agreement with Refinitiv will improve the level of marketing and client engagement tools they can now offer. Our AI-driven technology surfaces and manages top content from across the web and represents a powerful addition to Refinitiv’s broad array of digital tools.”

Vestorly’s AI-enhanced tech “manages and distributes data-driven, relevant, and safe content that businesses use to personalize digital customer interactions and increase customer engagement and satisfaction.”

Vestorly’s Intelligence CenterⓇ dashboard “organizes content libraries and manages key account features to provide users with granular control over what content and topics to prioritize at the organizational level.”

The AI-powered content management engine also “tracks engagement and content preferences at the audience level to optimize content recommendations.”

As noted in the update, Refinitiv has “a rich history of servicing the Wealth Management industry from front to back office.” During the past year, the company has “invested heavily in the business and is committed to bringing the most advanced solutions to the market.”

Refinitiv provides content like Reuters news, Lipper mutual fund data, I/B/E/S Estimates and “a comprehensive ESG ratings database.”

Recently, Refinitiv has been “building out the firm’s solutions including Refinitiv Workspace for Wealth Advisors, and recently launched Refinitiv Active Investor, a scalable market data and trading platform for active traders.”

The core of Vestorly’s software is “an intelligent content engine that curates content from anywhere in the world.” Using artificial intelligence and machine learning, Vestorly’s software surfaces personalized content “streams in more than 72 ready-to-share or customizable categories.”

Vestorly’s content curation process “lowers the cost of content inventory by factors of 3X or more and reduces the friction of leveraging content through its Robo-Compliance® system to ensure safe content streams for financial advisors.”

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