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Spark the Right Conversations Before Your Competitors Do

Power spontaneous, strategic conversations with content your team can trust.

Schedule A Free Strategy Session

Spark the Right Conversations Before Your Competitors Do

Power spontaneous, strategic conversations with content your team can trust.

Schedule A Free Strategy Session
  • Advisors not sharing content?
  • Marketing overwhelmed curating?
  • Compliance blocking momentum?
  • No clear way to track what’s working?
  • One source of truth for content.
  • Advisors actually want to share it.
  • Compliance is always covered.
  • Attribute impact down to the individual advisor.

Why Insurance Marketers Trust UpContent

Scale relationships, not just reach.

 

 

72%

 
  

Trust Drives Growth

72% of investors say the #1 quality
they look for in an advisor is trust.
(WealthManagement.com, 2025)

 

 

73%

 
  

Thought Leadership Converts

73% of buyers trust thought
leadership more than traditional
marketing materials.
(Edelman & LinkedIn, 2024)

 

 

5X

 
  

More Consistency = More Leads

Consistently posting (even once
per week) results in 5x more
engagement than individuals
who don’t.

Approved Content, Without the Risk

Step 1

Relevant content is curated automatically
UpContent scans trusted sources based on your firm’s topics, filters, and compliance rules - no manual sourcing needed.

 

1-1

 

3-2Step 2

Compliance-approved and optimized for sharing
Each article is reviewed, approved, and formatted with:

  • AI-generated post text.

  • Imagery (if one is not already provided with posting).

  • CTA banner for secondary conversion.

  • Desired timetable for expiration.

Step 3

Delivered to the right advisors, right when it matters
Content is pushed to your advisor’s preferred tools (Amplify, Denim, email, RSS) - so they can share in just one click.

5-2

 

step 4 graphic employee influencer pageStep 4

Track impact and attribution with ease
See which content is driving engagement, leads, and conversions—down to the individual advisor or campaign level.

Step 1

Relevant content is curated automatically
UpContent scans trusted sources based on your firm’s topics, filters, and compliance rules - no manual sourcing needed.

Step 2

Compliance-approved and optimized for sharing
Each article is reviewed, approved, and formatted with:

  • AI-generated post text.

  • Imagery (if one is not already provided with posting).

  • CTA banner for secondary conversion.

  • Desired timetable for expiration.

Step 3

Delivered to the right advisors, right when it matters
Content is pushed to your advisor’s preferred tools (Amplify, Denim, email, RSS) - so they can share in just one click.

 

Step 4

Track impact and attribution with ease
See which content is driving engagement, leads, and conversions—down to the individual advisor or campaign level.

Companies Who Use UpContent

StewardPartners_Logo
FMEX logo black
vanella logo black
canada life logo
Hootsuite-Logo (1) orange
ACSA black logo
Summit logo
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Cherry_Bekaert_Logo
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"Compliance really doesn't care what our advisors are doing online anymore as long as they’re using the field marketing platforms"
Scott MacDougall
Scott MacDougall

Senior Marketing and Communications Consultant

 

No worries, we have your compliance department's back.

Drive leads, save time, and reduce risk

For insurance professionals, security and compliance make social media strategies challenging, often stopping engagement before it even happens. However, UpContent is your all-in-one solution, designed to amplify your business's presence on social platforms without exposing you to any risks.

sales magnet
sales magnet

UpContent Use Cases in Financial Services

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Summit Financial uses curated content to develop their financial advisors' thought leadership on LinkedIn

This firm was able to get their financial advisors actively building their personal brands on LinkedIn using content curation. We sit down with their Director of Marketing to learn how and understand the impact.

Read More
more curated content equals more leads

Leading Canadian Insurance Company Finds That Advisors Who Share More Curated Content = More Leads

What is your business doing to provide a digital marketing strategy for your sales team? One of Canada’s largest insurance companies increased sales productivity by adding curated content to their social selling strategy, discover how.

Read More
63c17adce908b5902b88c021_brandmuscle blog photo

BrandMuscle Leverages Localized Content to Increase Social Media Engagement for Clients

Sharing localized content can be a critical requirement for engaging with your audience. But how can an organization that supports hundreds of locations ensure that each credibly reflects the company's presence in that community in a scalable way?

Read More

What You Get With UpContent

Effortlessly streamline your content strategy, guaranteeing compliance and maximum efficiency.

5e2858508f1044fd4df7e56f_Compliance-icon
Compliance

Easily create approval workflows that match the needs of your organization - ensuring only articles that meet proper approvals are released.

5e28585d053c2b1aa6e5d14f_Automation-icon
Automation

Create automated rules for "hands-free" curation whether you are automating the full flow, or a single step.

5e28584719edde164b8f74f2_Collaboration-icon
Integration

Seamless, integration-first, approach makes delivery of custom curated insights across all digital channels as easy as a single click.

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Breadth

Proprietary crawler scours the web to discover articles from hundreds of thousands of publishers.

5e28581c8f10441baff7e397_Combined Shape
Depth

Machine learning algorithms help bring the best article for your needs to the forefront.

5e28584719edde164b8f74f2_Collaboration-icon
Collaboration

Tap into the expertise of your entire team.

UpContent is a marketing tool with the added benefit of compliance, making it unique and scalable.
Jenna Bloomgarden
Jenna Bloomgarden | Director of Marketing and Advisor Development at Summit Financial

Learn how UpContent can work for you.

Not sure how UpContent can best support your goals? We will walk you through a personalized demo!

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