Download Marketing Center: Communication and Marketing Tools

Marketing Center
Communication and Marketing Tools
Marketing Center Provides Cutting-edge Marketing and Communication Tools
Pershing’s Marketing Center is your destination for engaging advisor programs, turnkey marketing content, automated marketing
and communication tools, along with a wide-ranging library of professional marketing and practice management materials.
You can also extend your brand by using our online customization tools that will apply your branding and personalization to
applicable print and digital communications.
FINRA-reviewed Materials
Customizable Materials
Increase engagement with your clients by using FINRAreviewed materials to:
Built-in functionality allows your firm or advisors to easily
customize and brand marketing materials, including:
› Discuss topics such as understanding a brokerage account
› Corporate and personal contact information
› Logo and disclosures
› Image and color theme libraries
statement, asset consolidation, retirement planning and more
› Educate, describe or promote features and benefits of
Pershing’s financial and technology solutions
› Explain your firm’s relationship with Pershing
For investment professional use only. Not for distribution to the public.
Automate Digital Engagement and Analytics with Vestorly
Through Marketing Center, clients receive preferred pricing and integrated access to Vestorly.
Vestorly is an innovative, third-party solution that helps financial professionals enhance their Web and social presence with
fresh content and a modern feel. Vestorly may help increase client and prospect engagement and deliver insight into how
audiences interact with your content.
Vestorly provides:
› Content curation from a vast number of publishers and news spanning the Web
› Distribution of content through branded emails, website feeds and social media posts
› Usable data reporting to understand trending content topics; see who in your audience is engaged and capture identities of
prospective clients
Designed to support your strategy and grow with your business, Marketing Center provides flexible functionality and
operational efficiency, enabling you to create and distribute engaging content how and when you need it.
Discover more ways to make Marketing Center work for you.
Visit the Marketing Center via NetX360.
©2016 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation
(BNY Mellon). Trademark(s) belong to their respective owners.
pershing.com
One Pershing Plaza, Jersey City, NJ 07399
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