Smart content engagement technology for wealth management and life insurance.

Your audience has evolved. Have you?

There is so much great content out there!

Other industries deliver great content in a wide range of formats and channels

But you’re still sending long emails with boring PDFs

You're competing for their attention so make sure you send engaging content

And you don't have the data on what's not working

Don't just send and hope. Rich analytics power optimisation and success

Our tech-enabled solutions drive engagement.

Generate more engaging content

Turn your long form content like market reports, factsheets and brochures into engaging material your audience will love.

Hook your audience with easy-to-consume content

Make your messaging land through dynamic visuals

Elevate sales while saving your team time

step into the design studio

Activate your teams around content

The more your front office teams struggle to access the right assets, the less they are going to use them.

Eradicate sales frictions for front office teams

Scale with central reporting and management

Stay compliant - solutions designed for financial services

EXPLORE smarthub

Distribute content intelligently

Send your audience content they actually want to consume using channels they actually want to use.

Adopt a mobile and digital-first approach

Analyse engagement. Optimise. Rinse and repeat

Nurture two-way communication with clients

DISCOVER smartshare

Check out our Smartcards

These digital business cards help you land a great first impression and then serve as the perfect launchpad for follow up activity.

A better way to connect with prospects

Fully branded to you and ESG friendly

Data and security compliant for financial services

request a demo

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Our tech-enabled solutions drive engagement.

A very efficient team of experts that has helped us take our sales material to the next level.

Urs Brutsch

Managing Partner & Founder

GoUpscale are our design partner, helping us refresh brochures, market updates and more, to support our online and offline growth strategies.

Jessica Cutrera

President

They have transformed our market updates and sales collateral, into assets we are proud to share, and which our clients enoy reading

David Sterland

Executive Director

Swapping out paper cards for a Smartcard didn't just help us cut down our carbon footprint and ramp up our ESG initiative - it also gave us a much more powerful networking tool

Bryan Henning

SVP, Head of International

Switching to the Smartcard was a game-changer for me... This cutting-edge solution showcases my tech-savvy approach and always leaves a lasting impression. A must-have for any modern professional!

John Shoemaker

Attourney

Get in touch.

Our tech-enabled solutions will make you more relevant with your teams, prospects and clients.

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Content engagement solutions that drive revenue

Proudly powering over 75 companies globally.

Your audience has evolved. Have you?

There is so much great content out there!

But you’re still sending long emails with boring PDFs

And you don't have the data on what's not working