GuideVine Technologies enables financial services firms to better connect to prospects and serve clients through our Enterprise-level SaaS products. Whether it’s a wealth or asset management firm, insurance company or tax advisory firm, GuideVine offers conversion-focused platforms and tools designed to organically grow clients, increase marketing ROI and optimize marketing budgets.
Our flagship GuideVine Enterprise offering comprises three components:
• Digital Matching Platform (DMP): Creating more compelling and relevant prospect experiences that highlight a firm’s capabilities and the right people, resulting in higher client sign-ups
• AI Chatbot: Focusing a firm’s staff on the highest value prospect and client interactions, while the bot handles the rest
• Concierges: Handling coordination and building deeper engagement between qualified prospects and a firm’s team
Dedicated on-going support is provided by our Advisor Success and Engineering teams to create a customized experience that truly represents a firm, with hassle-free implementation and hosting on our technology infrastructure.
Since 2013, GuideVine Technologies has worked with over 200 firms and supported over half a million prospects. To learn more, please email us at enterprise@guidevine.com and review the materials below. The firm also operates guidevine.com, a discovery platform for boutique RIAs seeking greater digital exposure to prospects nationwide.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 111 W. 67th St., New York,ny 10023,united States
- Phone
- (844) 484-3384
- co****@****ine.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- guidevine.com
- HQ
- New York, NY
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor) Questions
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s helpline number is (844) 484-3384
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s website is guidevine.com
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s LinkedIn profile is https://www.linkedin.com/company/guidevine
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor) has
3 employees.
View email and phone details for 3
employees at Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor).
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s industry is
Financial Services
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s top competitors are
Big Bad Goose,
Unqork,
Growth Dao,
Avantax,
Various Companies,
West Africa Vocational Education (Wave),
Rivy (Formerly Payhippo),
Lidya,
Success Academy Charter Schools,
Archer.
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s support email address is contact@guidevine.com
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s categories are Financial Services
Guidevine (Acquired By Avantax, Part Of Blucora, Inc. (Nasdaq: Bcor)'s founding year is 2013
