What Are Smart Lists?
Identify client segments based on reading patterns with Smart Lists. AI created Smart Lists will automatically segment your clients based on their consumption patterns (high net worth, retiree, etc.) allowing you to further provide them with tailored communications.
How do Smart Lists Work?
Once a client has read at least 5 pieces of content on a given topic, AdvisorStream will automatically enter them into the corresponding Smart List. Allowing you to provide tailored content on topics that matter to your client/prospect.
Where to Find Your Smart Lists?
Step 1. Click on Contacts.
Step 2. Below your contact lists, you will find your Smart Lists. If you do not yet have any Smart Lists, be patient it takes time for the AI to learn about your clients/prospects.
Step 3: Click on one of the Smart Lists to see the people who are reading articles on the topic.
Step 4: Click the Send a suggested newsletter tailored for this group
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