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Twenty Over Ten Announces Riskalyze IntegrationTwenty Over Ten Announces Riskalyze Integration

Segment clients by risk metric and create a marketing campaign specifically for them? Say no more, say Twenty Over Ten and Riskalyze.

Samuel Steinberger, Senior Technology Editor

February 27, 2020

1 Min Read
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Different clients have different tolerances for risk and should be marketed to differently. That’s the concept behind an integration between content-based marketing firm Twenty Over Ten and risk metrics software provider Riskalyze. Advisors using Lead Pilot, Twenty Over Ten's new marketing and lead-gen tool, will be able to deliver content to clients and prospects based on those groups’ predetermined risk tolerance scores, according to an announcement.

After an advisor activates the integration, data flows between both tools, updating contact information in Riskalyze and Lead Pilot. In Lead Pilot, the Riskalyze-provided risk number will appear alongside the Lead Pilot score and profile information. 

“Having that risk score allows you to segment by the risk number,” said Samantha Russell, chief marketing and business development officer at Twenty Over Ten. Advisors can then build out their own marketing campaigns for leads with lower, higher or middle-ground risk numbers, she added.

Lead Pilot launched at the T3 Advisor Conference earlier this month.

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger