News Risk Management

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients’ and Prospects’ Risk Numbers

Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Riskalyze, which enables advisors to pinpoint an investor’s Risk Number® in an effort to build a portfolio containing an appropriate amount of risk.  Through this new integration, Twenty Over Ten’s Lead Pilot customers will be able to seamlessly deliver tailored content to clients based on a pre-determined risk tolerance score.

Read More: Expensify Launches First Ever Corporate Card Rewards Program That Makes a Difference: Karma Points

Unveiled at the T3 Advisor Conference in February, Lead Pilot is the first inbound marketing solution for financial advisors designed to drive qualified prospects through hyper-personalized content marketing. With Lead Pilot, advisors are able to launch robust, multi-touchpoint content campaigns from a streamlined, easy-to-use dashboard. Riskalyze’s Risk Number technology enables advisors to leverage the numbers generated by its program to craft portfolios that contain exactly the right amount of risk.

“In today’s fast-paced environment, advisors need a way to better connect with their clients and prospects while also leveraging a tool to quickly capture leads,” said Ryan Russell, co-founder of Twenty Over Ten. “We are excited to partner with the industry’s most trusted name in the quantitative measurement of client risk tolerance.”

With this simple one-click integration, advisors can seamlessly bring their leads from Lead Pilot right into their Riskalyze account. Every lead that is generated from a Lead Pilot landing page is added directly to the advisor’s Riskalyze account as a new contact as well, allowing advisors to further engage via email with customized content and associate data with their newly generated leads.

Read More: Co-op Utilizes ACI Worldwide to Prevent eCommerce Payments Fraud

“We’re thrilled to see the Risk Number integrated into the heart of the Lead Pilot marketing automation platform,” said Jonathan Scott, Director of Core Product at Riskalyze. “This integration will allow advisors to individually tailor the content they deliver to prospects based on their quantified risk preference.”

Read More: Asia’s First Compliant Crypto Fund Has Emerged — Circle Fund

Related posts

Icelandair Partners With Cover Genius To Offer “Covid Plus” Medical Cover

Fintech News Desk

Blockchain Intelligence Group Partners with AlphaPoint to Risk Score Cryptocurrency Transactions

Fintech News Desk

WaFd Banks on Talkdesk to Transform Customer Experiences

Fintech News Desk