Case Study: Steward Partners boosts advisor engagement and starts valuable conversations with UpContent

Steward Partners boosts clicks per share nearly 2x with UpContent

Steward Partners, a financial services firm, faced challenges in launching a content strategy for its advisors. They lacked a sufficient supply of compliant and relevant content to support their team's social selling efforts on LinkedIn. To solve this, they turned to vendor UpContent and its Curate product to automate the sourcing and filtering of external content.

The solution implemented by UpContent automatically surfaces content aligned with each advisor's interests and runs it through a compliance check via Proofpoint before delivering it to a library in Hootsuite's Amplify. This provided advisors with a constant stream of fresh, pre-approved content. The results were significant, with curated content shares garnering nearly twice the clicks and being shared 2.3 times more often than original content, doubling audience engagement and saving the marketing team valuable time.

Steward Partners