Enabling Measurable Communication with Potential and Existing Stakeholders

Sophisticated Long-Term AudienceWith over 6,000 financial websites and over 500,000 registered members, Accelerize Financial is uniquely positioned to deliver your messages to a growing audience of financial professionals.

Our flagship website, SECFilings.com, is a leading destination for sophisticated investors looking to research and track regulatory filings made with the U.S. Securities and Exchange Commission (SEC). The portal offers real-time SEC filing alerts by e-mail or RSS as well as access to an extensive database of over seven million filings dating back to 1994.

Article Qualification Process

Step 1: Conduct Interview

Step 2: Draft Article

Step 3: Article Review

Step 4: Article Goes Live

Step 5: Reporting Provided

What to Expect…

Understand our work ethic.Grasp our writing style.

Sample our distribution and reach. See our reporting and metrics.

Control Your Efforts and Capture Your ResultsShareholder Management And Recruitment Tool

Build Comprehensive DatabaseWe take your existing shareholders and build them into a comprehensive database that can be updated using our campaigns, external PR/IR campaigns or manually.

Create Profile & Landing PageWe build a customized company profile and landing page designed to generate investor interest and ultimately add qualified leads into your database.

Manage CommunicationsWe will automatically keep the shareholders in your database updated with your latest press releases, SEC filings, featured articles and other information.

Expand Your DatabaseWe will constantly expand your database through a variety of a la carte options, ranging from featured articles to e-mail campaigns and everything in between.

Measure and Report ResultsWe provide highly-transparent measurement and reporting of the campaign and make any necessary adjustments throughout to ensure a high return on investment.

Benefits

Your S.M.A.R.T Database

Website Leads

Accelerize Financial

Leads

Contact Management System (CMS)

Outlook ContactsOutlook Contacts

Existing Stakeholders

Existing Stakeholders

Business Cards

Business Cards

Website Leads

Website Leads

Email LeadsEmail Leads Article LeadsArticle Leads Banner Ad Clicks

Banner Ad Clicks

Landing Pages

Landing Pages

Imported Company Contacts

Accelerize Financial Investor Lead Sources

Your CMS continually grows with new leads.

Contacts receive information about your company.

You receive detailed reports on their response.

Services – Profile/Conversion Page

Featured articles, e-mails, banner ads and other creative generate a diverse set of potential investors interested in learning more.

Potential investors can read about the company, follow recent news and complete a form on the right to request more information.

Audience

Lead Generation

Services – Targeted Content Syndication

Targeted Content Syndication targets potential investors by putting your story in front of your industry competitors’ shareholders and investors.

Interested investors complete a brief form on the article page to become instant leads in your investor database.

Audience

Lead Generation

Services – Banner Distribution

Banners are placed on SECFilings.com and throughout our network to attract sophisticated investors in the process of conducting due diligence.

Interested investors click on the advertisement, complete a form to learn more, and become instant leads in your investor database.

Audience

Lead Generation

Services – Featured Articles

Featured articles target on-the-fence investors, as well as investors in your peer group, with fact-driven, high-quality reporting syndicated across our network.

Interested investors complete a brief form on the article page to become instant leads in your investor database.

Audience

Lead Generation

Audience

Lead Generation

Services – Financial Planner / Broker Newsletters

Financial planners and stock brokers are the gatekeepers to individual investors and serve as one of the backbones of our outreach program.

Interested financial planners and brokers click on any links, complete a form to learn more, and become instant leads in your investor database.

Services – Dedicated Retail Email

Retail investors create a base from which your company can expand by providing consistent liquidity that facilitates fundraising and adds credibility.

Interested retail investors click to learn more, complete a brief form, and become instant leads in your investor database.

Audience

Lead Generation

• Retail Investor Audience – 300k+

Services – Dedicated Niche Email

We have a number of niche audiences that are available to target:

Interested investors click to learn more, complete a brief form, and become instant leads in your investor database.

Audience

Lead Generation

• Financial Planner/Advisor – 8k• Investment Banker/Brokers – 5k• Accredited Investors – 4k• Journalists – 3k• Institutional Investors – 4k

• C-Level Executives – 11k• Lawyers – 10k• RIA’s – 2k• Retirees – 13k• Finance Students – 62k

Services – SECFilings.com Filing Alerts

Filing Alerts enable clients to target a specific audience – such as institutional investors or journalists – at a time when they are conducting due diligence.

Interested investors click on the advertisement, complete a form to learn more, and become instant leads in your investor database.

Audience

Lead Generation

Services – SECFilings.com Footer Ad

Reach either broad or specific audiences by placing advertisements at the bottom of SECFilings.com.

Interested investors click on the advertisement, complete a form to learn more, and become instant leads in your investor database.

Audience

Lead Generation

Services – Video Stock Charts

Target a technically-minded investors and market technicians in a very unique and compelling way with video stock charts.

Interested investors click on the video after it plays, complete a form to learn more, and become instant leads in your investor database.

Audience

Lead Generation

Accelerize Financial New Client Process

Team DescriptionDedicated Project ManagerThe “go-to” person for all of your needs that is available anytime during business hours.

Web & Print DesignerA graphic design expert that will help create compelling IR materials and landing pages.

Kickoff Call

During this call, we’ll ask questions to learn

everything that we need to know about your business

to effectively attract shareholders.

Kickoff Call

During this call, we’ll ask questions to learn

everything that we need to know about your business

to effectively attract shareholders.

Materials Delivery

We will present your company with a landing page design, banner designs, proposed articles, and any other materials for your approval.

Materials Delivery

We will present your company with a landing page design, banner designs, proposed articles, and any other materials for your approval.

Launch

We will launch your campaign live and show you where everything is showing, while also constantly improving throughout the campaign.

Launch

We will launch your campaign live and show you where everything is showing, while also constantly improving throughout the campaign.

Milestones & Reporting

We will report the results of your campaign weekly, as well as reach any agreed-upon milestones with regards to materials.

Milestones & Reporting

We will report the results of your campaign weekly, as well as reach any agreed-upon milestones with regards to materials.

Experienced Financial WriterAn experienced financial writer that will create a compelling story to attract investors.

Shareholder SpecialistA specialist in communications to correspond with shareholders on your behalf.

Timeline

Accelerize Financial ReportingDaily Monthly

Comprehensive reporting enables clients to quickly gauge the effectiveness of their outreach and enables us to ensure we are delivering the best results at all times.

Contact Info

Daniel MintonManaging Director, Accelerize Financial

1.406.862.54001.406.270.1284daniel@accelerize.com

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