GUIDEVINE
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): C... reating 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]. The firm also operates guidevine.com, a discovery platform for boutique RIAs seeking greater digital exposure to prospects nationwide.
GUIDEVINE
Industry:
Enterprise Software Financial Services FinTech Insurance Marketing SaaS Wealth Management
Founded:
2013-10-02
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.avantax.com
Total Employee:
11+
Status:
Active
Contact:
(844) 484-3384
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
SPF Apple Mobile Web Clips Icon Wordpress Plugins Nginx Sitelinks Search Box Amazon Organization Schema Google Apps For Business Yoast SEO Premium Yoast Plugins
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Official Site Inspections
http://www.avantax.com Semrush global rank: 878.87 K Semrush visits lastest month: 42.53 K
- Host name: aabb0e83425307299.awsglobalaccelerator.com
- IP address: 13.248.206.29
- Location: Seattle United States
- Latitude: 47.6348
- Longitude: -122.3451
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98109
