Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is excited to announce a partnership with Idea Decanter, a company hyper focused on getting results from video marketing for advisors. Together, through their Trust Builder Toolkit, Intention.ly and Idea Decanter will help financial advisors capitalize on the tremendous growth potential of video marketing and testimonial content while maintaining compliance with the SEC’s new marketing rule.
On the heels of launching the proprietary advisor branding platform Advisor Brand Builder — co-engineered by finserv brand pioneers Melissa Thomas, partner & Head of Strategy and Kelly Waltrich, co-founder & CEO — Intention.ly continues to drive innovation in financial advisor marketing via the power of technology.
“Today’s advisors are facing more competition than ever before,” explained Waltrich. “To continue growing, they need to be able to tell their unique stories and leverage modern marketing tools, like video testimonials. Bringing together Idea Decanter’s remote video marketing process and Intention.ly’s strategic distribution expertise will empower advisors to reach the right audience with the right message at the right time.”
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With the Trust Builder Toolkit, financial advisors will be able to create three testimonial videos in alignment with the SEC’s new marketing rule using Idea Decanter’s remote studio, Idea Kit. This begins with content ideation and custom story formatting, and includes lighting and audio equipment, guided recording sessions, as well as professional post-production.
Once the videos are created, Intention.ly will work with each advisor to facilitate distribution to their target audience via a dedicated landing page, personalized social media posts, and an email campaign.
“Video testimonials are perhaps the strongest source of social proof any organization can have, but they’re especially critical for financial advisors, whose businesses are built on relationships and trust,” explained Idea Decanter Co-founder Laura Garfield. “Through this partnership with Intention.ly, advisors will not only be able to capture their unique value propositions through the lens of their client advocates, but they’ll also be able to share those messages strategically across multiple distribution channels.”
SOURCE: Businesswire