Dow Jones is taking another stab at providing news-clipping services to financial advisors and their clients, reports Thomas Coyle of Financial Advisor IQ.
Coyle writes, “Ten years ago Dow Jones unveiled its Wealth Manager Web Services, which it described as ‘a revolutionary solution that enables financial firms to provide their advisors with reasons for personalized client contact integrated within the firms’ enterprise-wide client-service applications.’
“The idea back then was to provide advisors ‘a stream of custom communication ideas by matching stories, articles and features from award-winning sources, including Dow Jones Newswires and the Wall Street Journal, to client-specific interests and holdings,’ according to a Dow Jones press release issued in September 2006.
“Now Dow Jones has teamed up with content marketer Vestorly to ‘integrate exclusive, licensed content powered by Dow Jones, including The Wall Street Journal, with financial advisors’ email newsletters, websites and social media feeds.’
“The idea is to enable financial advisors to ‘delight their clients with content they actually want,’ says Justin Wisz, CEO and co-founder of four-year-old Vestorly, which provides digital content and analytics services to financial-service firms.”
Read more here.
