E-relationship
Marketing Consultant
Why pick this one
E-relationship provides financial advisors with patented e-Storyboards, compliance-approved content, automated outreach, and websites ready in weeks, not months.
Best for
- Financial advisors seeking automated client and prospect communications
- Insurance agents needing compliance-approved email and social-media content
- Advisors wanting lead-generating websites integrated with marketing automation
- Financial-services teams using Redtail, Salesforce, or other supported contact databases
- Agent recruiting campaigns using recruiting e-Newsletters and e-Storyboards
Look elsewhere if
- Businesses outside financial services, insurance, advising, or agent recruiting
- Organizations seeking only a standalone website without marketing automation
- Businesses requiring a specifically listed local service area
Specialties
- Patented e-Storyboards for financial and recruiting outreach
- Automated email and social-media marketing for advisors
- Compliance-approved financial-services marketing content
- Advisor branding website development
- Lead-generating content and response tracking
What makes them different
- Patented e-Storyboards include over 150 options covering 15 topics
- Pre-built compliance-approved content is created for financial advisors and financial-services companies
- Integrations include Redtail, Salesforce, Gmail, Outlook, Office 365, and EBIX SmartOffice
- Advisor websites offer six design frameworks, lead-capturing content, compliance approval tools, and FINRA Broker Check
- Subscribers have no long-term contracts
- Response time
- Quick Start Website ready in weeks, not months
Distilled from this business's own website.
Contact & Location
- Address
- 3300 Battleground Ave Ste 250, Greensboro, NC 27410-2490
- Phone
- 18008518169
- Website
- https://e-relationship.com
- support@e-relationship.com
Services
- Digital marketing automation
- Email marketing
- Social media marketing
- Financial advisor website development
- Agent recruiting and manager marketing
- Enterprise marketing solutions
- Speaking and training