Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside Refinitiv Workspace for Wealth Advisors.

Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a more-impactful digital customer engagement experience.

Today’s wealth management industry 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 customer base of leading financial institutions will benefit directly from having Vestorly’s capabilities available for use within their own products and services. Customers can 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, said: “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-driven technology, 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-driven content management engine also tracks engagement and content preferences at the audience level to optimize content recommendations.

For more information about Refinitiv Wealth Management, visit: https://www.refinitiv.com/en/wealth-management-solutions.

Refinitiv has a rich history of servicing the Wealth Management industry from front to back office. Over the last year, the firm has invested heavily in the business and is committed to bringing the most advanced solutions to the market. Refinitiv offers market-leading content such as Reuters news, Lipper mutual fund data, I/B/E/S Estimates and a comprehensive ESG ratings database. Most 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.