Author Archives: 4U Platform

Acquisition enhances regulatory workflows, accelerates compliant content distribution, and positions Red Oak as the industry’s leading Compliance Connectivity Platform Austin, TX – April 7– Red Oak, the leader in advertising compliance and marketing review software, announced today its acquisition of 4U Platform, the premier content distribution, engagement and analytics platform for the investment industry. ThisContinue reading “Red Oak Acquires 4U Platform, Introducing Compliant Connectivity to the Financial Industry”

Discover how one Investment Company boosted engagement with 4U Engage! Through a collaborative consultation with their National Sales Team and 4U, they adopted key best practices, saw immediate results, and expanded their reach. Learn more about their success story and actionable insights by reading the full case study.

4U Continued our partnership bringing together the attitudinal data from J.D. Power with the behavioral data from 4U in our most recent webinar with 4U Platform’s Chief Engagement Officer Anita Heisl sitting down with Heather Long, Broker Dealer Channel Marketing Director at T. Rowe Price Investment Services and Craig Martin, Executive Managing Director – GlobalContinue reading “Secrets to Maximize AUM Through Great Digital Experiences”

“The most important commodity an advisor has is their time,” explains Denise Wypiszenski, Founder and Co-CEO of 4U in this conversation with VanEck Managing Director, Head of Product Management, Ed Lopez. Denise and Ed discuss the obstacles that come with launching a business, especially during COVID-19, and Denise shares what lessons future entrepreneurs should keepContinue reading “Trends with Benefits #105: Alleviating Advisor Challenges with Denise Wypiszenski”

4U Platform’s Chief Engagement Officer Anita Heisl recently had the opportunity to sit down with Keith Bossey, Managing Director Global Business Intelligence at J.D. Power and Julie Genjac, Vice President and Managing Director, Applied Insights at Hartford Funds. Heisl, Bossey and Genjac dove into the findings of the J.D. Power 2023 US Financial Advisor SatisfactionContinue reading “Increasing Advisor Satisfaction: The Power of Collaboration and Professional Development from 4U & J.D. Power”

4U Platform Founder and co-CEO Denise Wypiszenski was recently featured on the LifeYeld WealthTech on Deck Podcast. In this episode, host Jack Sharry, EVP & Chief Growth Officer at LifeYield talks with Denise about challenges and untapped opportunities within the financial services industry, the power of the 4U platform, why collaboration is the future ofContinue reading “4U Featured on the WealthTech on Deck Podcast!”

We recently had the opportunity to sit down with our partners from J.D. Power, Franklin Templeton and Edward Jones to discuss keys to advisor engagement. During this webinar, 4U Founder and co-CEO Denise Wypiszenski shared propriety insights that enable data-driven decisions in content development and wholesaler engagement. Joining Denise from J.D. Power was Mike Foy,Continue reading “Maximizing Advisor Engagement and ROI: Data-Driven Strategies for Content Delivery & Development from 4U J.D. Power”

Challenges When news breaks, the impact to the financial markets and client portfolios can be swift and volatile. In this case, the collapse of Silicon Valley Bank (SVB) led to market concerns about the viability of the regional banking system and the companies that rely on those banks for capital and liquidity. Advisors began fieldingContinue reading “When News Breaks: A 4U Case Study”

As we celebrate two years since taking 4U live, we’re excited about how much we’ve grown, and even more excited about the future! Calendar events, sales contacts, shareable links and bulk uploads are just a few of the recent additions to 4U Connect, and the family of advisors that are heading to 4U Engage to connect with theirContinue reading “Celebrating Two Years!”

4U is honored to have won the 2022 Technology Innovation Award at Fund Intelligence’s 2022 Operations and Services Awards. For full story, click here.