MARKETING THAT WORKS FOR FINANCIAL PROFESSIONALS

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1 MARKETING THAT WORKS FOR FINANCIAL PROFESSIONALS

2 Understanding Vestorly YOUR MARKETING FUNNEL Vestorly is a marketing communications tool to engage clients and generate leads. Using Vestorly helps your online marketing activity make business sense. 1 AUTOMATE YOUR MARKETING Your Web Presence Vestorly increases engagement by 2-3x on your website, blog, newsletters, social media accounts, or any form of digital communication with clients or prospects. 2 ACCESS UNLIMITED CONTENT Your Content Vestorly automatically finds the best of the Web for you to provide personalized experiences for your clients and followers. The technology gets smarter based on what your readers engage with. 3 MEASURE REAL SUCCESS Your Relationships Vestorly generates new relationships with the most powerful lead capture and reporting tools available. Readers share your Web content at a rate of 24.7% on average. 4 STRENGTHEN CLIENT ENGAGEMENT & PROSPECTING New Business Vestorly captures the names, addresses, and phone numbers of your new readers, and helps you identify valuable opportunities with potential clients.

3 YOUR WEB PRESENCE: Vestorly starts with your current online activity LEADS FROM NEWSLETTERS LEADS FROM SOCIAL MEDIA LEADS FROM YOUR WEBSITE People are receiving your newsletters. Vestorly makes them more effective with engaging content and superior design to turn readers into relationships. Automatically share timely and interesting content on your social media accounts to transform passive followers into engaged prospects. Embed your content to any web page and transform readers and website visitors into measurable relationships.

4 YOUR VESTORLY: Where leads are generated OPT-IN READ AND ENJOY SHARE AND BRING OTHERS Clicks from your subscribers, followers and website visitors all come to your Vestorly, a branded reading portal with personalized content that lives on your website. With a one-time sign in, readers receive a personalized Web experience without leaving your website. People share on the Web every day. With Vestorly, that sharing sends readers back to your website, continually growing your list with new referrals and leads.

5 YOUR RELATIONSHIPS: Measuring Success AGGREGATE LEADS Vestorly shows you where your leads are coming from. Which clients are sending the most referrals? Which social media account works the best? Which articles are most read and shared?

6 NEW BUSINESS: Stronger Client Engagement & Prospecting ACTIONABLE LEADS Every reader's profile tells you who invited them, which link they clicked, where they exactly came from, and who they share with. Knowing what clients and prospects are reading and sharing enables more meaningful relationships.

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8 Vestorly Technology is a Browser in the Cloud All content is categorized and searchable Optimize content display for mobile Pulls thousands of articles daily Re-purpose & embed content on any website Track identity and activity of readers CONFIDENTIAL

9 Improvement by orders of magnitude Licensing content costs on average $20-40k per year for each publisher costs $0 CONFIDENTIAL

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11 INCREASE ENGAGEMENT & LEAD GENERATION % 28+ increase in engagement share rates & organic referral growth new referrals over 12 months of use* Increase engagement vs. static canned messaging from Hearsay Social, Pardot, Hubspot or Constant Contact. Wealth Management firms using Vestorly have seen engagement rise over 100%. People read and share content every day. Vestorly brings the best of Web content to your fingertips in order to grow your network. The 24.7% average share rate per annum on Vestorly proves this. Increased engagement and sharing of content will lead to new leads for your firm. The average investment advisor on Vestorly grows their reader base at a rate of 15.7% per annum. *Based on 1000 readers (200 clients, 800 prospects) and full weekly usage of application