Say goodbye to mass-blast marketing and boilerplate content. Build authentic relationships with your network through our full suite of tools, including tailored email and social content created with compliance in mind.
Your time is valuable. Streamline company marketing efforts, build authentic connections, and drive real business growth through Levitate's combination of AI-powered software and dedicated support.
and repeat business by keeping in touch through email, text, and social media.
and dates about every contact with our simple tagging and automation capabilities.
with tried-and-tested financial industry templates and custom content, all written with compliance in mind.
with personalized communications curated and scheduled with the help of your Success Specialist.
in the email and calendar apps you already use. Plus, our built-in meeting booking feature eliminates back-and-forth emails.
1
You have too much to do and not enough time to do it—that’s why we’re here. Your Success Specialist will onboard your team, develop your strategy, and serve as an ongoing marketing resource for your team.
2
Our recipe for the best email open rates in the marketing business? Fewer, more personal emails. Our library delivers three times average industry open rates*, with templates so simple and effective that you’ll wonder why you wasted so much time on that last newsletter.
The Happy Birthday Email
It's true—this is one of our all-time, top-performing templates. Staying top of mind can be as simple as remembering a birthday.
5 Ways To Protect Against Inflation
Share recommendations that clients can employ to help financially buffer from the effects of inflation.
Top Tips for Managing Debt
Consumer debt impacts almost every American. Provide guidance and offer to connect to develop a get-out-of-debt plan.
The Check-In
Our two favorite ingredients—short and sweet—make this a tried-and-tested winner.
Monthly Financial Market Update
Offer clients an overview of the last month and a look ahead at what's to come.
3
Our platform uses your everyday email server (like Outlook or Gmail), so your message skips the Promotions folder and looks like a truly personal email.
4
Get personalized email and social media content recommendations you can review and approve months in advance with the click of a button. We also have an approval process for content that needs to be reviewed for compliance. Not interested in one month’s recommended content? Not a problem–we make it easy to drag, drop, and schedule other relevant templates.
Informative
IRS Tax Bracket Changes for 2023 - Financial
Review and Approve
Holiday
Happy Thanksgiving - Recipe
Review and Approve
Keep-In-Touch
National Giving Month - December
Review and Approve
Holiday
Happy Halloween - October 31st
Sent
Informative
Top Tips for Managing Debt
Sent
Informative
Tax Changes for 2022 Tax Year
Sent
Keep-In-Touch
National Financial Planning Month
Scheduled
Informative
Recommended Savings By Age
Scheduled
Holiday
Happy Holidays & Happy New Year Combo
Scheduled
5
Get rid of yet another single-use application, and use our meeting booking feature to convert digital communications into face-to-face interactions.
