Is UpContent FINRA-compliant?

Yes. Curate by UpContent is designed with compliance in mind and integrates easily with FINRA oversight requirements through our partnership with Proofpoint.

How can I ensure my agents only share approved content?

With UpContent, marketing can approve a curated library of content, giving agents options while staying within guidelines.

Can I control what each advisor shares?

Yes. UpContent allows admin-level control to assign, restrict, or customize content access per advisor.

Strategic Spontaneity in Seismic

	Standard Content	Premium Content
RELEVANCE: Access to over 9,000 expertly configured interests - each available in six languages
COMPLIANCE: Full-text of all articles pre-checked against YOUR custom Proofpoint content policy.
CONTROL: Customize interest criteria to align with firm-specific terms.
CUSTOMIZATION: Create unique interests and filters exclusive to your firm, including created content, job opportunities, and other locations.
LICENSURE: Remove paywalls and ads from select content across key publishers.
CONVERSION/ATTRIBUTION: Dynamically overlay CTA banner customized for each individual to drive measurable traffic and conversions.
SUCCESS: Dedicated Premium Content Expert to develop, refine, and analyze the impact of your curated content.

Advisors sharing identical, low-engagement posts
Marketing buried in manual curation and formatting
Compliance bottlenecks slowing things down
No attribution to show what content is working

Personalized, premium content in every advisor’s LiveSocial feed
Curated and proofed through your Proofpoint classifier
Shareable immediately—completely paywall-free
Track clicks, conversions, and advisor-level ROI

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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.

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.

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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?

Differentiate every conversation with strategic spontaneity.

Differentiate every share

with strategic spontaneity.

Who It's For

Enablement Teams

Compliance Teams

Marketing Leaders

Strategic Leadership

What more is available

with Premium Content?

If You Have...

You Can Give...

From Article to Action

72%

Trust Drives Growth

73%

Thought Leadership Converts

5X

More Consistency = More Leads

Approved Content, Without the Risk

Companies Who Use UpContent

"Compliance really doesn't care what our advisors are doing online anymore as long as they’re using the field marketing platforms"

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

How The Pros Benefit From UpContent

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

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

BrandMuscle Leverages Localized Content to Increase Social Media Engagement for Clients

UpContent is a marketing tool with the added benefit of compliance, making it unique and scalable.

Learn how UpContent can work for you.

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