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1-10 employees
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Financial Services
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111 W. 67th St., New York, NY 10023, US
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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] and review the materials below. The firm also operates guidevine.com, a discovery platform for boutique RIAs seeking greater digital exposure to prospects nationwide.
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GuideVine (Acquired By Avantax, Part Of Blucora, Inc. (NASDAQ: BCOR) Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used GuideVine (Acquired By Avantax, Part Of Blucora, Inc. (NASDAQ: BCOR) email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact GuideVine (Acquired By Avantax, Part Of Blucora, Inc. (NASDAQ: BCOR) customer service number in your country click here to find.
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