at Financial Technnology Year
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Agorapulse from Agorapulse
Features include post scheduling, automatic moderation, social listening, detailed reporting, and team collaboration tools. Compatible with various social platforms.
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.
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Account Integration
(4 Yes /4 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. |
Agorapulse supports managing multiple social platforms (e.g., Facebook, Twitter, LinkedIn, Instagram) from a single dashboard. | |
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Number of Supported Platforms The total number of different platforms the tool can integrate with. |
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API Integration Capability to integrate with external APIs for custom workflows or data transfer. |
Agorapulse provides various integrations, including external APIs for workflow enhancement. | |
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CRM Integration Integration with Customer Relationship Management systems to enhance lead nurturing and client management. |
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Third-Party App Integration Supports integration with marketing and analytics tools such as Google Analytics, email marketing software, and more. |
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Single Sign-On (SSO) Allows users to sign in using a single set of credentials across various platforms. |
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Banking API Support Ability to connect with financial data sources or APIs for compliance-focused content. |
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Data Import/Export Tools Provide tools to import or export data in CSV, Excel, or other formats. |
Agorapulse supports CSV/Excel data import and export for reports and account data. | |
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Mobile App Integration Synchronize and manage accounts via dedicated mobile applications. |
Agorapulse offers a dedicated mobile app to synchronize and manage accounts. | |
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Two-Factor Authentication Support Supports enhanced security for account logins. |
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Content Creation & Scheduling
(7 Yes /7 Known /12 Possible features)
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Post Scheduling Ability to create and schedule posts in advance. |
Post scheduling is one of Agorapulse’s core features. | |
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Bulk Upload Enables uploading and scheduling multiple posts at once. |
Agorapulse allows bulk uploading and scheduling of posts. | |
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Content Calendar A visual calendar to plan and manage posting schedules. |
A visual content calendar is offered for planning and scheduling posts. | |
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Drafts Management Save drafts for editing and scheduling later. |
Drafts management is possible as posts can be saved and edited before publishing. | |
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Suggested Posting Times Recommends optimal posting times based on engagement analytics. |
Suggested posting times based on engagement analytics are included. | |
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Media Library Stores creative assets such as images, videos, and graphics. |
A built-in media library stores images and videos for post creation. | |
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Content Approval Workflows Set up structured editing, reviewing, and approval processes. |
Collaboration tools enable workflows for content approval and team management. | |
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Branded Templates Access to pre-built, customizable templates branded for financial advisory services. |
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A/B Testing of Posts Ability to test different content versions for best performance. |
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Multi-Language Support Create and schedule content in multiple languages. |
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AI-Assisted Content Generation Leverages AI to suggest, improve, or auto-generate content. |
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Video Editing Tools Built-in tools for basic video editing and publishing. |
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Compliance & Security
(3 Yes /3 Known /11 Possible features)
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Automated Compliance Checks Automatically scans posts for compliance violations (e.g., advertising rules, confidential data). |
Automatic moderation/compliance checks are supported, which can help with regulatory compliance. | |
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Audit Trails Tracks and logs user actions for audit and review purposes. |
Audit trails of actions are recorded to facilitate review and accountability. | |
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Data Encryption Encrypts data at rest and in transit. |
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Role-Based Access Control Enables granular user permissions and access levels. |
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Legal Hold & Record Keeping Retains and archives posts to meet regulatory requirements. |
Retention and export of posts/reports for record-keeping and compliance are possible. | |
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Approval Workflows for Compliance Allows compliance teams to review and approve posts before publishing. |
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Incident Reporting Provides mechanisms for rapid response and documentation of security or compliance incidents. |
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GDPR/CCPA Compliance Supports data privacy laws relevant to clients’ regions. |
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User Authentication Levels Number of authentication levels supported (e.g., two-factor, biometric). |
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Data Storage Duration Length of time data is retained in archival storage. |
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Exportable Compliance Logs Ability to export logs for external audits. |
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Analytics & Reporting
(3 Yes /3 Known /11 Possible features)
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Real-Time Analytics Dashboard Up-to-the-minute data visualization for engagement and performance metrics. |
Agorapulse provides a real-time analytics dashboard for performance metrics. | |
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Customizable Reports Generate reports tailored to business needs, KPIs, or stakeholders. |
Customizable reports are available for analytics and stakeholder needs. | |
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Engagement Metrics Tracks likes, shares, comments, click-through rates, and more. |
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Followers Growth Analytics Reports on the growth trends of followers/audience. |
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Sentiment Analysis Analyzes audience sentiment toward social content/brands. |
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Campaign Performance Benchmarking Compare performance with previous campaigns or industry standards. |
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Referral Tracking Measures website or lead conversions from social media. |
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Custom Metrics Ability to define, monitor, and report user-defined metrics. |
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Data Export Export data for further analysis in external tools. |
Users can export analytics and engagement data for further analysis. | |
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Report Delivery Frequency Frequency at which automated reports can be sent. |
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Competitor Analysis Tools Compare performance with competitors or industry benchmarks. |
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Lead Generation & CRM
(2 Yes /2 Known /10 Possible features)
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Social Listening Monitors keywords, brand mentions, and conversations around relevant topics. |
Agorapulse includes social listening to monitor brand mentions and conversations. | |
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Lead Capture Forms Enables creation and sharing of forms to capture client details. |
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Integration with CRM Directly syncs leads and activities to CRM systems. |
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Automated Lead Assignment Automatically assigns leads to relevant team members. |
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Contact Import/Export Seamlessly import and export contacts between systems. |
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Activity Tracking Monitors lead engagement and records activities. |
Activity tracking is provided via team and reporting features. | |
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Chatbot Integration Supports automated chatbots on social platforms for lead engagement. |
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Lead Scoring Ranks leads by engagement, suitability, or value. |
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Follow-Up Reminders Automated notifications for timely outreach. |
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Custom Lead Segmentation Segment leads into different lists based on criteria. |
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Collaboration & User Management
(3 Yes /3 Known /10 Possible features)
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Team Collaboration Tools Shared workspaces, comments, mentions, and real-time editing capabilities. |
Agorapulse offers collaborative tools including comments, labels, assignments, and shared calendars. | |
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User Roles and Permissions Set distinct roles and access rights per user. |
Different user roles and permission levels can be set through the team management features. | |
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Approval Workflow Customization Customize and automate multi-step approval processes. |
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Task Assignment Assign tasks and responsibilities to team members. |
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Activity Logs Track all user actions for transparency and accountability. |
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Number of Supported Users Maximum users/accounts who can access the system simultaneously. |
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Notification and Alerts Configurable notifications for events, tasks, and approvals. |
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Internal Messaging Messaging system for communication between platform users. |
Agorapulse features in-platform messaging and team comments for user communication. | |
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Client Access Portal Ability to grant view or comment access to clients or advisors. |
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Training & Onboarding Modules Guided learning and onboarding resources for users. |
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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 is a core Agorapulse feature, managing all comments/messages in one place. | |
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Automated Responses Set up auto-replies to common queries. |
Automatic moderation tools enable setting up auto-replies and moderation rules. | |
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Customizable Response Templates Flexible message templates for quick engagement. |
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Tagging and Categorization Organize conversations with tags or categories. |
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Conversation Assignment Assign mentions or messages to specific team members. |
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Unify Paid and Organic Interactions Monitor and reply to engagement from both paid ads and organic posts. |
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Response Analytics Metrics on average response time and engagement quality. |
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Snooze/Follow-up Option to snooze interactions for later follow-up. |
Conversations and posts can be snoozed or flagged for later follow-up. | |
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Language Translation Translate incoming or outgoing messages within the platform. |
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Advertising & Campaign Management
(1 Yes /1 Known /10 Possible features)
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Ad Publishing Create and publish ads directly to supported platforms from within the tool. |
Direct ad publishing is supported for supported platforms. | |
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Budget Tracking Monitor spending and pacing across multiple campaigns. |
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A/B Testing for Ads Test variations of ad creative and messaging. |
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Automated Bidding Utilize automated bid strategies to optimize ad spend. |
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Audience Targeting Enables granular targeting based on demographics, interests, and behaviors. |
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Retargeting Tools Create audiences for remarketing campaigns. |
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Ad Creative Library Store and manage creative assets for advertising. |
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Ad Performance Analytics In-depth reporting on impressions, clicks, conversions, and ROI. |
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Scheduling and Automation Automate ad start/stop times and optimization triggers. |
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Ad Spend Limit Controls Ability to set and enforce maximum spend limits per campaign. |
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Usability & Accessibility
(5 Yes /5 Known /10 Possible features)
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User Interface Quality Intuitive, user-friendly dashboard and navigation. |
Agorapulse is known for its intuitive, easy-to-use dashboard interface. | |
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Help Center/Documentation Comprehensive support guides, documentation, and FAQ resources. |
Website provides help center, documentation, and FAQs. | |
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Live Chat/Support Availability Access to real-time support or live chat assistance. |
Agorapulse provides live chat support during business hours. | |
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Mobile Access Full-featured mobile app or responsive design for access on any device. |
Dedicated Android/iOS mobile apps and responsive web ensure mobile access. | |
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Accessibility Features Support for accessibility standards (e.g., screen readers). |
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Customizable Dashboard Personalize the layout and widgets on the homepage. |
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Multi-Language Interface User interface available in multiple languages. |
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Onboarding Tutorials Step-by-step onboarding for new users. |
Guided onboarding and tutorials are available within Agorapulse. | |
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Knowledge Base Search Searchable help resource for problem-solving. |
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Client/Partner Training Webinars Regular live or recorded training webinars. |
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Customization & Scalability
(2 Yes /2 Known /10 Possible features)
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Custom Branding Apply white-label branding or custom interface designs. |
Custom branding options are present for agencies and enterprise clients. | |
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Custom Workflows Design and implement unique workflows to match business processes. |
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API Access for Extensions Open APIs for additional customization and feature extensions. |
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Add-On Marketplace Support for third-party add-ons or plugins. |
Supports add-ons/integrations for enhanced functionality via its marketplace. | |
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Multi-Account Management Manage multiple business accounts or brands from a single admin dashboard. |
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Plan Upgrade Flexibility Easily scale subscription or service levels as the business grows. |
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Custom Fields and Tagging Allows configuration of custom fields and tags. |
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Maximum Account Capacity Total number of managed social media accounts supported. |
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Resource Allocation Controls Set limits for users, storage, bandwidth, or campaign capacity. |
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Notifications Customization Configure notification triggers and frequency. |
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Pricing & Support
(2 Yes /2 Known /10 Possible features)
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Free Trial Availability Option to test the tool before committing to a paid plan. |
Agorapulse offers a free trial to test the platform. | |
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Transparent Pricing Clear, publicly posted pricing with no hidden fees. |
Pricing is clear and transparent on the Agorapulse website. | |
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Subscription Flexibility Supports monthly, annual, or bespoke plans. |
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Nonprofit/Advisor Discount Discounted rates for financial advisors or nonprofits. |
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SLAs & Uptime Guarantees Service Level Agreements ensuring specific system uptime. |
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24/7 Support Availability Round-the-clock technical and customer support. |
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Dedicated Account Management Dedicated customer success/contact for enterprise accounts. |
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Incident Resolution Time Speed of resolving critical incidents. |
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In-Product Support Chat Built-in live chat support from within the application. |
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Knowledge Base Depth Comprehensive support database and troubleshooting documentation. |
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