Innovative Firms

Orion Advisor Solutions

Orion Advisor Solutions’ new digital marketing platform, called Market*r, provides a self-service option for advisers to build multi-channel marketing campaigns like social media, e-mail, website content, etc.

“It’s like having a marketing team,” said Noreen Beaman, the firm’s president.

Depending on their campaign needs, users can draw from pre-designed and coded resources such as email workflows, branded landing pages, digital ads, social media posts, etc. They can also pull customizable content from Orion’s library of articles on common financial planning topics, authored by subject matter experts. Users have the option to consult an in-house marketing expert too.

After deployment, Market*r tracks and measures the results and connects qualified leads to the Orion proposal generation tool.

In less than a year, 34 firms have generated 82 workflow campaign links, about one campaign per quarter, and have also used the platform’s resources for client onboarding, marketing communications and client newsletters, Beaman said.

— Deborah Nason