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Specialist Integrations

Content Streams

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Integration Functionality

  • Engagement
  • Report & Communicate

The transformational content sharing platform integrated with Plannr.

Designed for financial advisory firms and advisers. Brought to you by the financial marketing experts at TOMD. Plannr’s unique integration with Content Streams enables advisers to securely share content with clients directly from Plannr to the client portal, using content in multiple formats, including video. In conjunction with our automation engine and tags features, targeted high-quality content can be delivered to specific segments of your client bank without you even needing to be sat at your computer.

The Platform

The platform saves busy professionals time, effort and resource while improving the quality, frequency and relevance of communications. Content Streams enables advisers to create, approve, share and track content across all their marketing channels – from within the platform. Combining cutting-edge marketing automation technology with TOMD’s 25 years of experience in resolving the marketing and communication challenges of financial advisory firms.

CAST

Content Streams provides an end-to-end, seamless content marketing workflow for busy financial advisers, using the unique CAST system – create, approve, share and track.

Instantly create impactful ad-hoc or regular marketing campaigns, web pages, HTML emails, adviser profiles and more. Check, amend and approve your content to ensure you are happy to share it. Share your content and campaigns on social media, email, in a video or securely from Plannr. Track the success of your campaigns within Content Streams’ analytics tool, allowing you to monitor and analyse engagement and effectiveness.

Do it yourself… or don’t

The intuitive interface is designed for ultimate ease of use, making content marketing a dream for tech-phobic and tech-savvy advisers alike. If you’re not keen on a DIY approach, however, Content Streams can take away the pain of that, too. They can manage your activity from start to finish so that you reap all the results, with none of the effort.

If you’re frustrated by the challenges of content marketing in a highly regulated industry, if you lack the time and resources to communicate with clients as often as you should, and if you just want to make life a bit easier for yourself, then the Content Streams platform could be for you.