By Hightower Advisors / June 8, 2021
Hightower was honored with a Sales Enablement/Prospecting award for Engage, its digital marketing platform for advisors.
Chicago – June 8, 2021 – Hightower today announced it has been recognized as a winner in Aite Group’s 2021 Digital Wealth Management Impact Innovation Awards, in the Sales Enablement/Prospecting category. The annual awards program, organized by global research and advisory firm Aite Group, honors innovations achieved by wealth management firms leveraging technology to surpass the status quo.
Hightower was recognized for its 2020 launch of the Engage platform, a proprietary content management system that enables Hightower advisory practices to access high-quality customizable content such as blogs, social posts, whitepapers, newsletters and podcasts. The marketing automation platform helps advisors effectively share content with clients and prospects, connect with Centers of Influence (COIs) and drive referrals on an ongoing basis.
“The Engage platform provides advisors with sophisticated, customizable content to create on-point and timely marketing campaigns using email, landing pages and social media, which can all be synched to the advisor’s individual Salesforce account,” said Meghan McCartan, Managing Director and Head of Marketing for Hightower. “Advisors gain clear insights into what material is resonating with their audiences, enabling them to better nurture relationships with clients and prospects.”
“At Hightower, we strongly believe that consistent, targeted communication is essential to driving organic growth,” said Bob Oros, Hightower CEO. “Each of our advisory groups brings something different to the table, so we created a platform that allows every practice to leverage its individual perspective and brand while providing them with access to timely, well-produced content that can foster conversation. With Engage, our advisors can create compelling campaigns geared towards strengthening client relationships and prospecting for new ones.”
Winners of the 2021 Digital Wealth Management Impact Innovation Awards were selected by a global panel of six digital wealth management experts using the following criteria to score candidates: level of innovation and competitive advantage, market needs assessment, impact on customer experience, impact on customer operational efficiency, level of new revenue opportunity for the organization, impact on customer retention/new customer attraction, level of scalability across customer base and future roadmap.
“This year’s Impact Innovation Awards clearly demonstrate that wealth management firms globally have made tremendous progress in all areas of digital client engagement over the last 18 months,” says Aite Group research director Alois Pirker. “Excelling digitally has allowed leading firms to not only stay connected with their clients in times of social distancing but also transform their business models, expand client service offerings, and reach new client segments,” he adds.
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower's collaborative business model at www.hightoweradvisors.com.
Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.
Aite Group is a global research and advisory firm delivering comprehensive, actionable advice on business, technology, and regulatory issues and their impact on the financial services industry. With expertise in banking, payments, insurance, wealth management, and the capital markets, they guide financial institutions, technology providers, and consulting firms worldwide. They partner with thier clients, revealing their blind spots and delivering insights to make their businesses smarter and stronger. Visit Aite Group on the web and connect with them on Twitter and LinkedIn.
Hightower Advisors is registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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