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By Amanda Larson Company

Twenty Over Ten and Lead Pilot Named Finalist for WealthManagement.com 2020 Industry Awards In 3 Categories

5 minute read
Twenty Over Ten and Lead Pilot Named Finalist for WealthManagement.com 2020 Industry Awards In 3 Categories Featured Image

We are thrilled to share that Twenty Over Ten was selected as a finalist in the 2020 Wealthmanagment.com Industry Awards — known as the “Wealthies” in three separate categories. Now in its sixth year, the awards recognize individuals, companies and organizations for their work in helping financial advisors build better practices and improves the quality of services for their clients. Twenty Over Ten’s newest product, Lead Pilot, and CMO, Samantha Russell, were chosen among 625 entries from 221 companies this year.

Chief Marketing Officer of the Year – Samantha Russell

samantha russell chief marketing officer twenty over ten

Wealthmanagement.com’s chief marketing officer (CMO) category recognizes individual CMOs of a technology provider who demonstrates vision, creativity, integrity, leadership, communication skills, leadership prowess and high performance in enhancing the firm’s brand, generating new business and expanding the firm’s product and service. Twenty Over Ten’s first-ever CMO, Samantha Russell, was chosen as a finalist in this category for her demonstrable impact on the company, the industry, and wealth management in general.

Innovation Platforms – Lead Pilot

The second category Twenty Over Ten was recognized in was for our newest product, Lead Pilot, as an innovation platform. This category seeks to highlight new technology innovations or enhancements to an existing platform/product that enhances advisors’ ability to move the industry forward, help advisors better run their businesses and enhance service to their clients.

Publicly launched in February 2020, Lead Pilot is the first-ever all-in-one communication solution for content creation and distribution specific to the financial industry. This highly intuitive platform helps advisors drive, capture and convert more leads through hyper-personalized digital marketing. Lead Pilot enables both individual wealth management firms and enterprise groups to easily automate and deliver digital communications (email marketing, social media, landing pages and customizable content) to both engage current clients and capture and nurture prospects. Fueled in part by AI, Lead Pilot gives advisors the ability to brand themselves individually, distribute communications at scale, and then view robust analytics in real-time to better generate and qualify leads.

Social Media Leadership – Lead Pilot

The social media leadership category recognizes new initiatives, programs, platforms or industry content that leverages new social media communication channels to improve advisors’ ability to interact with clients, gather intelligence and better serve their clients.

social media for financial advisors

Lead Pilot’s social media tools have quickly become the best way for financial advisors to manage multiple social media networks, connect with clients and prospects alike and grow their brands. With Lead Pilot, advisors can rapidly create and deploy highly engaging content across popular social media platforms like LinkedIn, Twitter and Facebook. Users can choose content (infographics, videos, editorial) from the robust Lead Pilot library or create their own custom messages to share. Robust analytics reports enable users to track social media engagement and lead generation to grow their audiences and improve ROI. A scalable solution for independent wealth managers to large enterprise groups to manage all company social media networks in one convenient dashboard, schedule unlimited messages and retrieve archives to satisfy regulatory requirements.

What’s Next? Join The Watch Party!

wealthmanagement.com 2020 wealthies awards event

In light of travel restrictions due to COVID-19, Wealthmanagement.com announced it will host its first-ever all-digital awards presentation on September 10 in place of the annual dinner gala where finalists will be recognized. So mark your calendar and join us in celebrating all of this year’s finalists!

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Josh Null - Gulf Coast Financial Advisors

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