Solutions for
Financial Services

Humanize your brand with relevant, compliant content
As a financial advisor, whether in banking, insurance or wealth management, you know the power of social media as a business development tool. Studies show there are about five million U.S. and Canadian high-net-worth investors actively using social media to help them make financial decisions. This is particularly true of millennials who rely heavily on social media to communicate with their advisors. For most advisors, cold calling is just too time-consuming, and regular email inboxes are over-crowded. Digital selling is no longer just an option, it's essential. Grapevine6 can help.

Grapevine6 allows you to interact with investors daily and provide timely information they can use. It allows you to showcase your intellectual capital, promote your brand, help clients solve problems or make them aware of new happenings in your industry. When making recommendations, you can support those recommendations with links to expert third-party information. And by balancing financial content with more personal information, you can "humanize" your brand and build more enduring, trusted partnerships. Bottom line: with Grapevine6, you'll convert prospects into clients and be top-of-mind when those clients need expert advice.

Grapevine6 will also ensure the content you share is compliant. In an industry as regulated as financial services, you can't afford to take chances. Grapevine6 partners with some of the world's leading compliance experts so the third-party content you share will have the same due diligence as your firm's own content.
"Grapevine6 is one of the coolest tools that I've seen when it comes to content sharing, content aggregation and content publishing. What we've found is that it makes the life of advisors easy and simple and with the click of a button, they can share content across multiple different platforms and channels."

Nate Isaacson, Director, Social Media, Guardian Life
All of the value, none of the work
We curate third-party content and add your own expert content as you choose. Just a few quick taps a week and you've got it!
Thousands of new articles added every hour
Always find the most relevant content no matter what the interest. See what and where clients are reading so you can go where they are.
Get leads, build your book
Get high-net-worth leads, generated through money-in-motion news articles, delivered right to your inbox.

Choose which ones to pursue, add them to your CRM system and join the conversation at the right time to get the best results.
Content in six languages
Share content with your customers in their own language – break down barriers, build up trust.
Manage your message, build your brand
Build your reputation by listening to clients' needs and goals, staying informed, sharing relevant content, giving smarter advice, and creating client advocacy.
Proven social education tailored to you
Comprehensive skills training and digital selling education has proven ROI results. Education programs are tailored to specific needs, goals and knowledge levels.
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