Release Notes: Marketing

July 2021

New Customizable Video Creator

Now available in the Market*r platform is an all-new custom video creator. With it, your firm can customize professionally produced videos by adding not just your logo, but also custom text, imagery, storyboard decisions.

Two videos are available now, and more will be added as part of the rotation of new content added into the portal monthly:

  • Client Portal Video: Show clients the online experience only your firm provides through your online personal financial management experience. 
  • Retirement Services Overview Video: Show clients and prospects the most important elements of your retirement planning capabilities with this video that outlines the valuable services you provide.

Check out our webinar for more insight into this exciting new tool: https://event.on24.com/wcc/r/3300415/3229D8A9BE90181DA52BD2802AD5E69F

How to get there: Orion Connect > Market*r > Assets > Videos
New Campaign: Generating Referrals

Existing clients are an excellent source of new leads. With this campaign, better leverage your relationships with content directed at earning the oft-coveted referral.

How to get there: Orion Connect > Market*r > Campaign Library
New Campaign: Reaching High-Net-Worth Investors

In the first of a new series of campaigns focused on high net worth investors, you can target young professionals marked for future success with a suite of engaging content. 

How to get there: Orion Connect > Market*r > Campaign Library

May 2021

New Campaign: Behavioral Finance Series - Overcoming Overconfidence

Among the many fallacies investors must overcome, overconfidence is one of the most prevalent – especially during bull markets. This campaign helps illuminate the dangers of investing without the future in mind and shows how your firm can guide clients and prospects in the right direction.

How to get there: Orion Connect > Market*r > Campaign Library
New Campaign: Retirement Series - Just the Beginning

With this retirement-focused campaign, show clients and prospects how, with the right financial planning guidance and investment strategies in place, their retirement can be the start of a new chapter in life.

How to get there: Orion Connect > Market*r > Campaign Library
New Campaign: High Net Worth Series - Get to the Next Level

In the first of a new series of campaigns focused on high net worth investors, you can target young professionals marked for future success with a suite of engaging content.

How to get there: Orion Connect > Market*r > Campaign Library

April 2021

New Seminar in a Box Campaign: Debt Management

In the latest “seminar in a box” campaign, you can encourage investors to create a full debt management plan.

How to get there: Orion Connect > Market*r Icon > Campaigns > Debt Management Seminar
New Additions to Client Communications Every Advisor Needs

As part of an ongoing series, this campaign provides more ready-to-send emails and social posts on a variety of common topics.

How to get there: Orion Connect > Market*r Icon > Campaigns > Client Communications

March 2021

New Campaign: Behavioral Finance Part One

Now available in Market*r is the first part of an ongoing series of campaigns focused on an engaging subject: Behavioral Finance. With this first campaign, help investors develop an understanding of four common yet unconscious behavioral risk factors that could be keeping them from reaching their goals.

How to get there: Orion Connect > Market*r > Campaign Library
New Campaign: New Year, New Goals

If 2020 was a year of challenges, 2021 is the year of possibilities. Inspire your audience to get back to living this year by making a plan to reach the goals they may have put on hold.

How to get there: Orion Connect > Market*r > Campaign Library
Blog Posts

Now available in Market*r are a number of blog posts on some of the most popular financial topics. Personalize and download this pre-written content and deploy to your own blog with ease.

How to get there: Orion Connect > Market*r > Assets > Filter by Blog Posts
Update to Daylight Savings Time

With the change-over to Daylight Savings Time, ensure that your instance of the Market*r platform adjusts accordingly by enabling the Daylight Savings Time check box within the “Language and Time” section.

How to get there: Orion Connect > Market*r > Your Name in the top right > Language and Time > Enable DST
New Look and Feel for Social Post Setup

To make setting up social campaigns more efficient, we have updated the look and feel of the social post setup page. All the same functionality as before is still available only now with a more organized and streamlined interface.

How to get there: Orion Connect > Market*r

February 2021

Introducing a New Campaign Series: Behavioral Finance

Led by the insights of Orion’s own Dr. Daniel Crosby, Chief Behavioral Officer, this new series introduces your clients and prospects to the unconscious behaviors that could be holding them back from reaching their goals and helps show how your insights can lead them to overcome these behaviors.

How to get there: Orion Connect > Campaigns

January 2021

New Campaign: Have You Found the One?

With the recent enhancements released in Orion’s One Portal, your clients — and prospects — have found “The One” and only financial management portal they need. Use this turnkey campaign suitable for clients and prospects to drive adoption and engagement with your technology.

How to get there: Orion Connect > Campaign Library > Client Engagement > Have You Found the One?
White-Labeled Video Beta

With video being among the most effective marketing outlets, our team has made adding video creation tools into Market*r a key part of our roadmap. In fact, we already have a beta version of this new video marketing tool ready, and we want your team to test it: a video that promotes the new Orion Client Portal to your clients, fully customizable by you–within minutes.

How to get there: Contact your Market*r Rep at marketingsupport@orion.com
Bcc Compliance Functionality

Within Market*r today, users have the option to be added to every contact list in order to see a copy of all communications from the platform. Now however, for those firms that want to increase their record retention, there is the ability to add any number of email addresses to the Bcc compliance settings feature and have those emails receive a copy of all emails sent from the system.

How to get there: Orion Connect > Settings > Bcc Compliance

December 2020

New Campaign: End of Year Review

Use our new campaign assets to promote investor participation in an annual review to reexamine their financial goals with a qualified financial advisor.

How to get there: Orion Connect > Market*r
New Campaign: Holiday Messaging

Use our new campaign assets to spread cheer to investors by recognizing major holidays through our collection of celebratory emails and social media posts.

How to get there: Orion Connect > Market*r
Single Sign-On From Orion Connect to Market*r

You can now directly access Market*r through Orion Connect via single sign-on, meaning your login experience might look a little different. Now, simply access Orion Market*r by

  1. Logging in to Orion Connect 
  2. Clicking the Market*r tile
  3. Finding you’ve been automatically brought into your instance of Market*r 

Please be sure to share this information with all of the Market*r users within your organization as the previous login methods are now no longer accessible.

How to get there: Orion Connect > Market*r

November 2020

New Campaign: Recruiting Breakaway Advisors

With the latest recruiting campaign, “Make Your Next Move Your Best Move,” Market*r adds another way for your firm to target potential new employees, particularly those breaking away from their current firm and looking for a place to land.

How to get there: Orion Connect > Orion Market*r > Campaigns > Recruiting > Make Your Next Move Your Best Move
New Campaign: Giving Thanks By Giving Back

There’s no better way for your clients to show gratitude for the causes and people they care about than by giving back. That’s why, with this new campaign, we give you the assets to show clients and prospects how your service can help them plan for a life of charitable giving.  

How to get there: Orion Connect > Orion Market*r > Campaigns > Giving Thanks By Giving Back
Add Disclaimers at a Global Level 

Previously, all disclaimers on such assets as landing pages had to be edited manually for each asset. Now, Disclaimers can be set at a global level, ensuring your firm’s disclaimer is applied to every necessary asset, with minimal effort. 

How to get there: Orion Connect > Orion Market*r > Settings > Disclaimer
Single Sign-On from Orion Connect to Market*r 

Navigating to Orion’s Market*r platform is about to get easier. With the use of a single login, you can launch from Orion Connect directly into the experience using the Market*r App – where you can then access all the marketing campaign content and functionality you know and love. 

Note: Available December 2, 2020. 

How to get there: Orion Connect > Orion Market*r > Settings > Disclaimer

October 2020

New Campaign: Fall Into Good Financial Habits

Creating better financial habits is tough. Luckily, with help from the right financial advisor, investors can create new habits for saving, smart investing, and getting out of debt. In this campaign, we help you show investors a comprehensive approach to their short and long-term goals.

How to get there: Orion Connect > Orion Market*r > Campaigns
New Campaign: Communications Every Advisor Needs

An extension of the existing client communication topic this campaign includes assets for many of the most useful client communication touch points such as birthdays, annual reviews, tax season, and more.

How to get there: Orion Connect > Orion Market*r > Campaigns
Client Grouping Functionality

Previously, all contacts imported or added to the system fell into the same Contact list. With this enhancement, you now have the ability to both import contacts and separate those contacts into custom groups, giving your team more options for segmenting and personalizing your marketing efforts.   

How to get there: Orion Connect > Orion Market*r > Clients Tab > Groups
Custom Global Disclaimers

To improve the way your firm brands and personalizes your marketing materials, we have added the ability to set a custom global disclaimer within the Settings area that filters down to all the appropriate marketing materials. That way, your team can easily apply your disclaimer message to all your materials from a single location. 

How to get there: Orion Connect > Orion Market*r > Settings > Disclaimer
New Content Type: Blog Posts

In addition to the new campaigns added into Market*r this month, we have also added a new type of content: blog posts. Now, each new campaign (as well as a few existing ones) will have blog posts available as part of the campaign, further expanding the reach and impact of your marketing. 

How to get there: Orion Connect > Orion Market*r > Assets

September 2020

New Campaign: Business Owner Needs

Small business owners have unique financial needs for their own lives as well as for their businesses. With this new campaign, show this market segment how you can help prioritize both their personal and professional needs by building the right plan.

How to get there: Orion Connect > Orion Market*r
New Campaign: Risk Tolerance

Often, investors struggle to understand the significant impact risk has on their portfolio. Use this campaign to show why assessing risk is an important consideration for reaching both their short and long-term financial goals while also illustrating how it is a great first step in building a comprehensive financial plan.

How to get there: Orion Connect > Orion Market*r
Connect with Orion Support via Glia Chat

To help your team connect quickly to our team of Market*r platform experts, we have enabled GLIA chat support in the platform. Simply click the,”Let’s Talk!” button to be connected to a Market*r Subject Matter Expert anytime between 9-5 PM ET, M-F. 

How to get there: Orion Connect > Orion Market*r > Let’s Chat! button

August 2020

New Campaign Topics

Each month, new content on engaging, up-to-the-minute topics will be added to the Market*r platform. This month, we’ve added two new topics: Client Engagement and Retirement Seminar.

  • Client Engagement: Boost engagement and easily show your clients they’re a top priority with automated campaigns on some of the most popular—and important—client communication topics.
  • Retirement Seminar: Featuring customizable PowerPoint presentations, pre and post-event communications, and other useful assets, these campaigns will make hosting your next virtual or in-person workshop a sinch.
Orion Connect > Orion Market*r
Glia Chat Support

To help your team connect quickly to our team of Market*r platform experts, we have enabled Glia chat support in the platform. Simply click the,”Let’s Talk!” button to be connected to a Market*r Subject Matter Expert.

Orion Connect > Orion Market*r > Let’s Talk button

July 2020

New Content Added to the Orion Market*r Platform

Each month, new content on engaging, up-to-the-minute topics will be added to the Market*r platform. This month, we’ve added two new topics: Debt Management and New Normal.

With Debt Management, help clients and prospects work toward a debt-free life powered by your financial expertise. With New Normal, address life after the pandemic and show clients why a financial plan is more important than ever before.

 

Orion Connect > Orion Market*r

2445-OAS-09/23/2020