Release Notes: Marketing
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 with a Market*r Subject Matter Expert.
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.
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.
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.
In the latest “seminar in a box” campaign, you can encourage investors to create a full debt management plan.
As part of an ongoing series, this campaign provides more ready-to-send emails and social posts on a variety of common topics.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Use our new campaign assets to promote investor participation in an annual review to reexamine their financial goals with a qualified financial advisor.
Use our new campaign assets to spread cheer to investors by recognizing major holidays through our collection of celebratory emails and social media posts.
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
- Logging in to Orion Connect
- Clicking the Market*r tile
- 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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: Emergency Fund Planning and Recruiting.
With Emergency Fund Planning, encourage your audience to take steps toward creating a financial emergency plan to ensure they are prepared for unexpected events. With Recruiting, introduce advisors to the benefits of building their career at your firm. Collateral for both topics includes whitepapers, email campaigns, social posts, and much more.