at Financial Technnology Year
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Later from Later
Features include a visual content calendar, drag-and-drop scheduling, analytics, user-generated content management, and a media library.
Product analysis by function
Social Media Management Tools for Business Development and Marketing
Compliance-oriented platforms that facilitate advisor engagement on social media with content pre-approval workflows, archiving capabilities, and analytics to measure engagement.
More Social Media Management Tools
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Account Integration
(5 Yes /5 Known /10 Possible features)
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Multi-Platform Support Connect and manage multiple social media platforms (e.g., LinkedIn, Twitter, Facebook, Instagram) from one interface. |
Later supports managing multiple social media platforms (e.g., Instagram, Facebook, Twitter, Pinterest, TikTok, LinkedIn) from a single interface. | |
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Number of Supported Platforms The total number of different platforms the tool can integrate with. |
No information available | |
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API Integration Capability to integrate with external APIs for custom workflows or data transfer. |
Later provides API access for integrations such as Zapier and supports external workflows. | |
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CRM Integration Integration with Customer Relationship Management systems to enhance lead nurturing and client management. |
No information available | |
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Third-Party App Integration Supports integration with marketing and analytics tools such as Google Analytics, email marketing software, and more. |
Later integrates with Canva and various analytical/marketing platforms. | |
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Single Sign-On (SSO) Allows users to sign in using a single set of credentials across various platforms. |
No information available | |
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Banking API Support Ability to connect with financial data sources or APIs for compliance-focused content. |
No information available | |
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Data Import/Export Tools Provide tools to import or export data in CSV, Excel, or other formats. |
Later supports CSV import/export for social posts and media assets. | |
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Mobile App Integration Synchronize and manage accounts via dedicated mobile applications. |
Later has a comprehensive mobile app for iOS and Android, enabling account management and scheduling. | |
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Two-Factor Authentication Support Supports enhanced security for account logins. |
No information available |
Content Creation & Scheduling
(7 Yes /7 Known /12 Possible features)
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Post Scheduling Ability to create and schedule posts in advance. |
Later has robust post scheduling and a drag-and-drop visual calendar, mentioned in product summary. | |
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Bulk Upload Enables uploading and scheduling multiple posts at once. |
Later offers bulk media uploads and can queue multiple posts for scheduling. | |
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Content Calendar A visual calendar to plan and manage posting schedules. |
Visual content calendar feature highlighted in marketing materials. | |
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Drafts Management Save drafts for editing and scheduling later. |
Users can save posts as drafts for editing and later publishing. | |
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Suggested Posting Times Recommends optimal posting times based on engagement analytics. |
No information available | |
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Media Library Stores creative assets such as images, videos, and graphics. |
Later's Media Library stores images and videos, as mentioned in the notes. | |
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Content Approval Workflows Set up structured editing, reviewing, and approval processes. |
No information available | |
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Branded Templates Access to pre-built, customizable templates branded for financial advisory services. |
Branded templates (especially Instagram templates) are promoted as part of Later’s offering. | |
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A/B Testing of Posts Ability to test different content versions for best performance. |
No information available | |
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Multi-Language Support Create and schedule content in multiple languages. |
No information available | |
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AI-Assisted Content Generation Leverages AI to suggest, improve, or auto-generate content. |
Later offers AI-assisted features such as copy suggestions and hashtag recommendations. | |
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Video Editing Tools Built-in tools for basic video editing and publishing. |
No information available |
Compliance & Security
(0 Yes /0 Known /11 Possible features)
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Automated Compliance Checks Automatically scans posts for compliance violations (e.g., advertising rules, confidential data). |
No information available | |
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Audit Trails Tracks and logs user actions for audit and review purposes. |
No information available | |
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Data Encryption Encrypts data at rest and in transit. |
No information available | |
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Role-Based Access Control Enables granular user permissions and access levels. |
No information available | |
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Legal Hold & Record Keeping Retains and archives posts to meet regulatory requirements. |
No information available | |
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Approval Workflows for Compliance Allows compliance teams to review and approve posts before publishing. |
No information available | |
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Incident Reporting Provides mechanisms for rapid response and documentation of security or compliance incidents. |
No information available | |
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GDPR/CCPA Compliance Supports data privacy laws relevant to clients’ regions. |
No information available | |
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User Authentication Levels Number of authentication levels supported (e.g., two-factor, biometric). |
No information available | |
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Data Storage Duration Length of time data is retained in archival storage. |
No information available | |
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Exportable Compliance Logs Ability to export logs for external audits. |
No information available |
Analytics & Reporting
(6 Yes /6 Known /11 Possible features)
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Real-Time Analytics Dashboard Up-to-the-minute data visualization for engagement and performance metrics. |
Analytics dashboard provides visualizations for engagement and performance. | |
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Customizable Reports Generate reports tailored to business needs, KPIs, or stakeholders. |
Reports can be customized based on user selection of metrics and date ranges. | |
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Engagement Metrics Tracks likes, shares, comments, click-through rates, and more. |
Tracks and displays engagement metrics including likes, comments, shares, and click-throughs. | |
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Followers Growth Analytics Reports on the growth trends of followers/audience. |
Later shows follower growth analytics as part of its analytics suite. | |
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Sentiment Analysis Analyzes audience sentiment toward social content/brands. |
No information available | |
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Campaign Performance Benchmarking Compare performance with previous campaigns or industry standards. |
Users can benchmark post/campaign performance against previous periods in the analytics dashboard. | |
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Referral Tracking Measures website or lead conversions from social media. |
No information available | |
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Custom Metrics Ability to define, monitor, and report user-defined metrics. |
No information available | |
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Data Export Export data for further analysis in external tools. |
Data (e.g., analytics, post history) can be exported to CSV or Excel for further analysis. | |
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Report Delivery Frequency Frequency at which automated reports can be sent. |
No information available | |
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Competitor Analysis Tools Compare performance with competitors or industry benchmarks. |
No information available |
Lead Generation & CRM
(1 Yes /1 Known /10 Possible features)
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Social Listening Monitors keywords, brand mentions, and conversations around relevant topics. |
No information available | |
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Lead Capture Forms Enables creation and sharing of forms to capture client details. |
No information available | |
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Integration with CRM Directly syncs leads and activities to CRM systems. |
No information available | |
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Automated Lead Assignment Automatically assigns leads to relevant team members. |
No information available | |
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Contact Import/Export Seamlessly import and export contacts between systems. |
No information available | |
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Activity Tracking Monitors lead engagement and records activities. |
No information available | |
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Chatbot Integration Supports automated chatbots on social platforms for lead engagement. |
No information available | |
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Lead Scoring Ranks leads by engagement, suitability, or value. |
No information available | |
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Follow-Up Reminders Automated notifications for timely outreach. |
No information available | |
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Custom Lead Segmentation Segment leads into different lists based on criteria. |
Offers custom groupings for media and posts; segmentation possible for organizing content. |
Collaboration & User Management
(6 Yes /6 Known /10 Possible features)
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Team Collaboration Tools Shared workspaces, comments, mentions, and real-time editing capabilities. |
Team/workspace features allow for collaboration within the Later platform on paid plans. | |
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User Roles and Permissions Set distinct roles and access rights per user. |
Allows team roles with different permissions; user roles can be set on higher-tier plans. | |
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Approval Workflow Customization Customize and automate multi-step approval processes. |
No information available | |
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Task Assignment Assign tasks and responsibilities to team members. |
Task and post assignment possible for team members in Later’s collaborative plans. | |
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Activity Logs Track all user actions for transparency and accountability. |
No information available | |
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Number of Supported Users Maximum users/accounts who can access the system simultaneously. |
No information available | |
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Notification and Alerts Configurable notifications for events, tasks, and approvals. |
Configurable notification and alert preferences are available at the user and team levels. | |
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Internal Messaging Messaging system for communication between platform users. |
In-app messaging between team members is included in team-based plans. | |
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Client Access Portal Ability to grant view or comment access to clients or advisors. |
No information available | |
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Training & Onboarding Modules Guided learning and onboarding resources for users. |
Onboarding guides and tutorials are provided for new users. |
Customer Engagement
(3 Yes /3 Known /9 Possible features)
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Centralized Inbox Manage all messages, comments, and replies in one location. |
Centralized inbox for Instagram and Facebook DMs/comments. | |
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Automated Responses Set up auto-replies to common queries. |
Automated responses for Instagram/Facebook are supported. | |
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Customizable Response Templates Flexible message templates for quick engagement. |
No information available | |
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Tagging and Categorization Organize conversations with tags or categories. |
No information available | |
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Conversation Assignment Assign mentions or messages to specific team members. |
Team inbox assignment features allow team users to assign conversations. | |
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Unify Paid and Organic Interactions Monitor and reply to engagement from both paid ads and organic posts. |
No information available | |
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Response Analytics Metrics on average response time and engagement quality. |
No information available | |
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Snooze/Follow-up Option to snooze interactions for later follow-up. |
No information available | |
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Language Translation Translate incoming or outgoing messages within the platform. |
No information available |
Advertising & Campaign Management
(3 Yes /3 Known /10 Possible features)
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Ad Publishing Create and publish ads directly to supported platforms from within the tool. |
No information available | |
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Budget Tracking Monitor spending and pacing across multiple campaigns. |
No information available | |
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A/B Testing for Ads Test variations of ad creative and messaging. |
No information available | |
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Automated Bidding Utilize automated bid strategies to optimize ad spend. |
No information available | |
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Audience Targeting Enables granular targeting based on demographics, interests, and behaviors. |
No information available | |
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Retargeting Tools Create audiences for remarketing campaigns. |
No information available | |
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Ad Creative Library Store and manage creative assets for advertising. |
Media library allows storage/organization of images and videos for posts and ads. | |
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Ad Performance Analytics In-depth reporting on impressions, clicks, conversions, and ROI. |
Analytics include details on post performance including reach, clicks, and conversions. | |
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Scheduling and Automation Automate ad start/stop times and optimization triggers. |
Ad and post scheduling is a core function, including automation for many tasks. | |
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Ad Spend Limit Controls Ability to set and enforce maximum spend limits per campaign. |
No information available |
Usability & Accessibility
(7 Yes /7 Known /10 Possible features)
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User Interface Quality Intuitive, user-friendly dashboard and navigation. |
Later is recognized for an intuitive, visually-engaging, and user-friendly interface. | |
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Help Center/Documentation Comprehensive support guides, documentation, and FAQ resources. |
Comprehensive help center and resource library available on help.later.com. | |
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Live Chat/Support Availability Access to real-time support or live chat assistance. |
Real-time chat support is available for paid tiers; peak-hour support offered for free plans. | |
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Mobile Access Full-featured mobile app or responsive design for access on any device. |
Fully-functional mobile app enables management and scheduling on the go. | |
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Accessibility Features Support for accessibility standards (e.g., screen readers). |
No information available | |
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Customizable Dashboard Personalize the layout and widgets on the homepage. |
Drag-and-drop dashboard widgets and customizable layout options. | |
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Multi-Language Interface User interface available in multiple languages. |
No information available | |
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Onboarding Tutorials Step-by-step onboarding for new users. |
Onboarding tutorials guide new users through initial platform setup. | |
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Knowledge Base Search Searchable help resource for problem-solving. |
The Later help center features a searchable knowledge base. | |
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Client/Partner Training Webinars Regular live or recorded training webinars. |
No information available |
Customization & Scalability
(6 Yes /6 Known /10 Possible features)
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Custom Branding Apply white-label branding or custom interface designs. |
White-label and custom branding features are available for higher-tier plans. | |
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Custom Workflows Design and implement unique workflows to match business processes. |
No information available | |
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API Access for Extensions Open APIs for additional customization and feature extensions. |
API documentation indicates support for custom extensions and integrations. | |
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Add-On Marketplace Support for third-party add-ons or plugins. |
No information available | |
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Multi-Account Management Manage multiple business accounts or brands from a single admin dashboard. |
Later enables management of multiple business accounts from a single admin panel. | |
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Plan Upgrade Flexibility Easily scale subscription or service levels as the business grows. |
Plans can be upgraded or downgraded as needed, allowing business growth flexibility. | |
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Custom Fields and Tagging Allows configuration of custom fields and tags. |
Users can set up custom tags and fields for posts and accounts. | |
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Maximum Account Capacity Total number of managed social media accounts supported. |
No information available | |
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Resource Allocation Controls Set limits for users, storage, bandwidth, or campaign capacity. |
No information available | |
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Notifications Customization Configure notification triggers and frequency. |
Users can configure which events and actions trigger notifications. |
Pricing & Support
(5 Yes /5 Known /10 Possible features)
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Free Trial Availability Option to test the tool before committing to a paid plan. |
Free trial (14 days) is available for new users. | |
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Transparent Pricing Clear, publicly posted pricing with no hidden fees. |
Pricing tiers and features are transparently posted at later.com/pricing. | |
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Subscription Flexibility Supports monthly, annual, or bespoke plans. |
Plans support monthly and annual billing, with options to switch as required. | |
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Nonprofit/Advisor Discount Discounted rates for financial advisors or nonprofits. |
No information available | |
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SLAs & Uptime Guarantees Service Level Agreements ensuring specific system uptime. |
No information available | |
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24/7 Support Availability Round-the-clock technical and customer support. |
No information available | |
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Dedicated Account Management Dedicated customer success/contact for enterprise accounts. |
No information available | |
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Incident Resolution Time Speed of resolving critical incidents. |
No information available | |
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In-Product Support Chat Built-in live chat support from within the application. |
Paid plans include live in-app chat support. | |
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Knowledge Base Depth Comprehensive support database and troubleshooting documentation. |
Support center features extensive documentation and troubleshooting resources. |
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