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5 Simple Steps to Win More Business

Make marketing your strength with campaigns and technology created by marketers — for you

1

Establish your Strategy.

It’s hard to be successful without a plan of action. Identify your target audience and brainstorm the ways you’d like to connect with them.

2

Pick Your Theme.

What is your firm’s look & feel? Choose from one of three unique design styles and messaging directions to best connect with your audience.

3

Build Your Campaign.

Now comes the fun part. Customize your marketing assets with your branding and firm-specific messaging.

4

Deploy Your Campaign.

It’s time to get your message out there. Schedule the date and time your assets are delivered in just a couple of clicks—and the workflow automation will handle the rest.

5

Measure Your Success.

Data tells all. Track the performance of your campaign in your personalized Marketing Engagement Dashboard, and set up time to connect with engaged recipients.

Connect Advice to Execution, In One Platform

Market*r’s deep connectivity with the Orion suite of tools simplifies the path to conversion, linking prospecting, financial planning, and investment proposal generation in a single experience.

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Execute

Execute a campaign in Market*r, driving clients or prospects directly to your Orion Planning portal and workflows


Target

Target client or prospect goals to build a more comprehensive financial plan

Orion Market*r screenshots

Engage

Use the comprehensive lead tracking dashboard to see where there’s opportunity to further engage


Create

Create and execute an investment proposal to fund the plan through a deep integration with Orion’s advisor portal

Ready to Experience Market*r for Yourself?

Get in touch to learn how easy it can be to build your business with Orion’s deeply connected advisor tech solutions.