InvestorOutreachCenter Program Options

Standard Program

Our Standard Program includes 180 Days of Continuous Coverage with concurrent coverage via both United States and Canada.

Our Standard Program includes items listed under Broker Campaign.

Broker Campaign:

  • Full access to our Technology & Database (200,000+ American Financial Advisors & Retail Investment Advisors (RIA) + 11,500+ (IIROC) Brokers.*
  • Customized Database: Brokers are ranked on highest likelihood of success based on accumulated data (updated daily).
  • Minimum 1,000 live phone calls per month to qualified North American brokers.
  • All contact calls are followed up with an email containing company information & documents.
  • Minimum 120,000 emails to advisors over 6-month term (tracked to maximize real-time engagement).
  • Daily email drip campaign to brokers to introduce them to your company.
  • All emails are approved by client to ensure the integrity of your organization.
  • Updates with full list of brokers who are engaged in your story.
  • Detailed monthly reporting.
  • Phone & email communication.

End Retail Campaign:

  • Ongoing call & email campaign to your contact list to educate them on your company.
  • Develop relationships with your investor universe through an open line of communication with your dedicated InvestorOutreachCenter (IOC) Team.

Institutional/Family Office Campaign:

  • Phone and email engagement with institutions that currently hold your company to build relationships.
  • Phone and email contact with institutions that currently hold competitors in their portfolios to introduce them to your story.
  • Phone and email campaign to family offices across North America.
  • Schedule calls between your management team and interested institutions.
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* Investment Industry Regulatory Organization of Canada

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