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Twenty Over Ten is a digital marketing platform for the modern advisor that helps advisors drive, capture and convert more leads through hyper-personalized digital marketing. The firm’s products allow both individual wealth management firms and enterprise groups to easily automate and deliver digital communications (email marketing, social media, landing pages and customizable content) to both engage current clients and capture and nurture prospects. Fueled in part by AI, the intuitive tools give advisors the ability to brand themselves individually, distribute communications at scale, and then view robust analytics in real-time to better generate and qualify leads.

Samantha Russell

CMO

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Technology Providers: Chief Marketing Officer of the Year
Samantha Russell, Chief Marketing and Business Development Officer
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Technology Providers: Innovation Platforms
Initiative
Lead Pilot: Inbound Marketing Solution for Financial Advisors
Publicly launched in February 2020, Lead Pilot is the first-ever all-in-one communication solution for content creation and distribution specific to the financial industry. This highly intuitive platform helps advisors drive, capture and convert more leads through hyper-personalized digital marketing. Lead Pilot enables both individual wealth management firms and enterprise groups to easily automate and deliver digital communications (email marketing, social media, landing pages and customizable content) to both engage current clients and capture and nurture prospects. Fueled in part by AI, Lead Pilot gives advisors the ability to brand themselves individually, distribute communications at scale, and then view robust analytics in real-time to better generate and qualify leads.
Award Category
Technology Providers:Social Media Leadership
Initiative
Lead Pilot: Helping Advisors Simplify and Strengthen Social Media Publishing
Lead Pilot’s social media tools have quickly become the best way for financial advisors to manage multiple social media networks, connect with clients and prospects alike and grow their brands. With Lead Pilot, advisors can rapidly create and deploy highly engaging content across popular social media platforms like LinkedIn, Twitter and Facebook. Users can choose content (infographics, videos, editorial) from the robust Lead Pilot library or create their own custom messages to share. Robust analytics reports enable users to track social media engagement and lead generation to grow their audiences and improve ROI. A scalable solution for independent wealth managers to large enterprise groups to manage all company social media networks in one convenient dashboard, schedule unlimited messages and retrieve archives to satisfy regulatory requirements.
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About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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