On-Demand Content and Tools
Add AI-driven Articles & Tools
to your AdvisorFlex Website!
We've partnered with CentSai to automatically pull relevant, curated Articles, Videos, Calculators, Quizzes and more into your AdvisorFlex Website. CentSai content is created on the basis of making financial education easily understood through relatable personal stories. Our content ranges from quick conversational articles, to detailed complex financial terms explained.
"Best-in-class financial education content embedded within your AdvisorFlex Website to help you educate, engage and win investors.“
Matt Peterson / President, MIAGD
We know your time is precious.
As a financial professional, you are always trying to reach new prospects, better nurture your leads, and educate your customers.
License original personal finance articles,
videos, quizzes, and more.- Choose content based on your customers’
pain points.
- Brand the content your way and direct
prospects to your website.
- Create and set automated email campaigns
based on customer segmentation/interests.
- Automate your social media posts with
help from dedicated experts.
- Educate your customers to enhance your
business relationships.
- Reach your customers wherever they are
on social media.
- Magnify your online presence; target more
investors.
Pricing / Packages?
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Examples?
Articles
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Videos
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Quizzes
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Calculators
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