advisordeck version 3.0 preview

17
A whole new look for Summer. Cameron Nordholm Co-Founder/Principal May 23, 2012

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This is a presentation that covers various features that will be part of the Version 3.0 release of AdvisorDeck. AdvisorDeck is a centralized online marketing platform for financial professionals to manage their online marketing presence with social media updates from one location, blog updates, lead generation, managed pay-per-click campaigns, and more.Mahogany will include- More themes- Better design- Faster load times for webpages- Additional social media features- Improved lead generation- Mobile-friendly site design

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A whole new look for Summer.

Cameron Nordholm

Co-Founder/Principal

May 23, 2012

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Who we are

DerrickDevelopment Manager

ChristineMarketing Associate

CameronCo-Founder/Principal

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January 2012Version 2.0

“Balsa”

ExecutiveModern Traditional

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Version 3.0 Checklist:Themes: More.Design: Better. Speed: Meet Google’s new standard.Social: More engaging. Conversion: Improve lead generation.Mobile: Must work great on any device.Competition: Blow past them.

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MAHOGANYVersion 3.0 of AdvisorDeck

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THEMES

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Modern

Elegant Traditional

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TECHNOLOGY

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MOBILE

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COMPETITION

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AVAILABILITYEnd of May / Early June

Instant upgrade for new and current customers

New or old themes can be used

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Roadmap• 100% mobile, iPad optimization (May)• Social media automatic publishing (May)• Email to blog post (May)• Social media and web/blog archiving (May)• Multiple users (June)• Email and drip email marketing (June)• FINRA content library (June)• Lead generating calculators (July)• Custom PDF report generating calculators (July)• Broker-dealer integration (Q3)

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Q & A