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What is Upland Kapost?
The Upland Kapost content operations platform unites revenue teams, facilitating seamless communication throughout every stage of the customer journey. Recognizing the complexities involved in managing extensive content, particularly on a large scale, we offer a powerful platform designed to meet these intricate needs. With our Upland Kapost Premier Success Plans, organizations can alleviate the strain of costly custom services while laying a strong foundation for success. Our Platinum plan, which represents the pinnacle of our service offerings, provides your organization with unmatched expertise and value, ensuring readiness for upcoming challenges. By taking advantage of this elite plan, your business is positioned to optimize its capabilities and excel in a competitive environment. This comprehensive approach not only enhances collaboration but also fosters sustained growth and innovation within your team.
What is AdvisorStream?
Establishing trust with clients involves open dialogue, providing education, entertaining them, and expanding your practice. AdvisorStream serves as a digital marketing platform specifically designed for financial advisors, transforming online engagement into meaningful conversations. Renowned for its effectiveness, AdvisorStream stands out as the top-rated choice for advisor marketing among financial experts. By utilizing this platform, advisors can streamline their workload and enhance their marketing efforts through advanced automation tools that handle tasks such as content generation, newsletter distribution, and social media management. Regularly scheduled newsletters keep clients consistently updated, fostering ongoing communication and engagement. Additionally, relevant multimedia content can be automatically shared across social platforms, while your blog or website can remain current with timely news updates. You have the flexibility to adjust the level of automation according to your needs, allowing for precise measurement of return on investment and the potential to uncover new avenues for increasing client engagement and profitability. Ultimately, by leveraging AdvisorStream, financial advisors can focus more on building relationships while the platform manages essential marketing tasks seamlessly.
Integrations Supported
1Kosmos
Adobe Document Cloud
Adobe Experience Manager
Adobe Marketo Engage
Brightcove
Curata
Drupal
Facebook
Google Analytics
Hosted FTP
API Availability
API Availability
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Upland Software
Date Founded
2010
Company Location
United States
Company Website
uplandsoftware.com/kapost/
Company Facts
Organization Name
Broadridge Financial Solutions
Date Founded
1987
Company Location
United States
Company Website
www.advisorstream.com
Categories and Features
Content Creation
Not specified
Content Curation
Not specified
Content Marketing
Audience Targeting
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
Customer Revenue Optimization (CRO)
Not specified
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Metadata Management
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
Enterprise Content Management (ECM)
Digital Asset Management
Workflow Management
Categories and Features
Content Curation
Not specified
Content Marketing
Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Multi-Channel Publishing
Publish Scheduling
Social Media Management
Wealth Management
Not specified