GuideVine

GuideVine Technologies enables financial services firms to better connect to prospects and serve clients through our Enterprise-level SaaS products. Whether it’s a wealth or asset management firm, insurance company or tax advisory firm, GuideVine offers conversion-focused platforms and tools designed to organically grow clients, increase marketing ROI and optimize marketing budgets. Our flagship GuideVine Enterprise offering comprises three components: • Digital Matching Platform (DMP): Creating more compelling and relevant prospect experiences that highlight a firm’s capabilities and the right people, resulting in higher client sign-ups • AI Chatbot: Focusing a firm’s staff on the highest value prospect and client interactions, while the bot handles the rest • Concierges: Handling coordination and building deeper engagement between qualified prospects and a firm’s team Dedicated on-going support is provided by our Advisor Success and Engineering teams to create a customized experience that truly represents a firm, with hassle-free implementation and hosting on our technology infrastructure. Since 2013, GuideVine Technologies has worked with over 200 firms and supported over half a million prospects. To learn more, please email us at [email protected]. The firm also operates guidevine.com, a discovery platform for boutique RIAs seeking greater digital exposure to prospects nationwide.