at Financial Technnology Year
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Lead Pilot from Twenty Over Ten
Content marketing platform for financial advisors with automated campaigns, lead generation, and analytics. Features include compliance-friendly content library, multi-channel distribution, landing pages, and prospect engagement tracking.
Product analysis by function
Marketing Automation Systems for Business Development and Marketing
Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.
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Lead Management
(4 Yes /4 Known /11 Possible features)
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Lead Capture Forms Customizable web forms to capture lead information directly into the system. |
Lead Pilot provides customizable landing pages and forms for lead capture as highlighted in platform's marketing and demos. | |
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Lead Scoring Assigns scores to leads based on engagement or quality criteria. |
No information available | |
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Lead Segmentation Ability to group leads for targeted communications based on attributes and behaviors. |
No information available | |
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Automated Lead Assignment Automatically routes leads to appropriate sales or advisory staff. |
No information available | |
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Duplicate Detection Identifies and manages duplicate lead entries. |
No information available | |
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Lead Enrichment Automatically adds supplemental data to lead profiles (e.g., financial background, demographics). |
No information available | |
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Import/Export Leads Bulk import and export of lead data in various formats (CSV, Excel, etc). |
The platform allows bulk CSV/XLS import/export of leads, as mentioned in the user onboarding documentation. | |
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Number of Leads Supported Maximum volume of leads the system can manage. |
No information available | |
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Real-Time Lead Notifications Instant alerts when new leads are captured. |
No information available | |
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Lead Source Tracking Tracks where and how a lead originated. |
Lead source tracking is available as Lead Pilot allows tracking how prospects enter through forms and campaign attribution per marketing materials. | |
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Custom Lead Fields Ability to define custom data fields for unique attributes. |
Custom fields for contacts are supported as shown in Lead Pilot support and customization settings. |
Campaign Management
(6 Yes /6 Known /12 Possible features)
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Multi-Channel Campaigns Support for email, SMS, social media, and other channels. |
Multi-channel campaigns (email, landing page, social media) are central to the product per feature listings. | |
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Personalization/Tokenization Dynamic insertion of personal or firm-specific info into campaign content. |
No information available | |
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Template Library Ready-made templates for common campaign types. |
Ready-made templates for content and campaigns are available (included in platform feature set and UI). | |
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A/B Testing Ability to test multiple variations of campaign elements. |
No information available | |
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Campaign Scheduling Plan and schedule in advance when campaigns are delivered. |
Campaign scheduling described in documentation: users can set post/publication times in advance. | |
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Drip Campaign Automation Automated delivery of campaign sequences based on time or user actions. |
No information available | |
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Event-Based Triggers Launch or alter campaigns based on client behaviors (e.g., website visit). |
No information available | |
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Contact List Management Organize and maintain campaign recipient lists. |
Users can create and manage segmented lists and audiences as recipients for email and other campaigns. | |
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Campaign Performance Analytics Detailed reporting on campaign results and engagement. |
Lead Pilot offers campaign analytics such as open/click rates and engagement per campaign. | |
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Unsubscribe/List Hygiene Tools Managing opt-outs and keeping the email list current. |
Unsubscribe management and automatic opt-out compliance included by default in campaign tools. | |
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Number of Concurrent Campaigns Maximum campaigns that can run simultaneously. |
No information available | |
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Approval Workflows Campaign content and flow requires approval from designated team members or compliance. |
No information available |
Email Marketing
(5 Yes /5 Known /10 Possible features)
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Rich Email Editor Drag-and-drop or WYSIWYG editor for email creation. |
Drag-and-drop/email editor and WYSIWYG editing referenced throughout product materials. | |
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Responsive Email Design Templates and previews optimized for mobile and desktop. |
Templates and previews in platform show mobile and desktop versions, consistent with responsive design support. | |
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Deliverability Tools Built-in checks to maximize inbox placement and sender reputation. |
No information available | |
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Bounce Management Automatic handling of hard/soft bounces and removal from future sends. |
Bounce management handled behind the scenes by platform's email service, as described in knowledge base. | |
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Open/Click Tracking Monitor who opens or clicks emails. |
Open and click tracking shown in reporting UI and documentation. | |
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Email Throttling Controls volume/rate of outbound emails to avoid spam filters. |
No information available | |
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SPF/DKIM/DMARC Authentication Supports modern email authentication standards. |
No information available | |
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Dynamic Content Blocks Conditional display of email sections based on user data. |
No information available | |
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Send Time Optimization Automatic selection of optimal send times for highest engagement. |
No information available | |
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Email Previews Preview how email appears across devices and clients. |
Platform allows users to preview emails across devices and formats before sending. |
Workflow & Automation
(0 Yes /0 Known /9 Possible features)
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Workflow Builder Visual design tool to create and modify automations and sequences. |
No information available | |
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Conditional Logic Branch automations based on user actions, profile data, or events. |
No information available | |
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Task Assignment Automatically assigns follow-ups or next actions to team members. |
No information available | |
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Internal Notifications Triggers for staff via email, SMS, or in-app alerts. |
No information available | |
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External Triggers Initiate automations based on events in other apps (via integration). |
No information available | |
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Delay and Wait Steps Ability to specify time delays or wait for completion before advancing. |
No information available | |
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Re-usable Workflow Templates Pre-built automation flows for common use cases (e.g., onboarding). |
No information available | |
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Error Handling Options to manage failures in automations (e.g., fallback steps). |
No information available | |
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Workflow Reporting Analytics to monitor and optimize automation effectiveness. |
No information available |
Integration Capabilities
(0 Yes /0 Known /8 Possible features)
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CRM Integration Native or API connections to customer relationship management platforms. |
No information available | |
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Calendar Integration Integration with calendaring tools such as Outlook or Google Calendar. |
No information available | |
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Custodian/Portfolio Platform Integration Direct connection to financial data or portfolio management systems. |
No information available | |
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Contact Synchronization Two-way sync with contact books or directories. |
No information available | |
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API Availability Public or partner APIs to support customization and other integrations. |
No information available | |
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Webhooks Real-time event-driven integrations with external systems. |
No information available | |
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Zapier/Connector Support Works with integration platforms for non-technical automation. |
No information available | |
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Number of Supported Integrations Quantity of third-party tools with available native integrations. |
No information available |
Compliance & Security
(6 Yes /6 Known /9 Possible features)
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FINRA/SEC/GDPR Compliance Tools Support for major financial and privacy regulations (logging, archiving, disclosures). |
Compliance and archiving tools are specifically marketed as FINRA/SEC/GDPR-compliant for financial services. | |
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Role-Based Access Controls Granular controls for user access to features and data. |
No information available | |
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Audit Trail Comprehensive log of all changes and user actions. |
Audit trail/logging of content changes and campaign activity is promoted as a compliance support feature. | |
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Data Encryption Encryption in transit and at rest for all sensitive data. |
Data encrypted in transit and at rest — see documentation and compliance statements. | |
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User Authentication Multi-factor authentication and secure login options. |
User authentication with strong passwords and optional 2FA supported on Lead Pilot’s admin backend. | |
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Data Retention Policies Controls over how long data is stored or archived. |
No information available | |
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Secure Data Export Options for encrypted download of client or marketing data. |
Data export via secure download options is described in customer support resources. | |
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Consent Management Tools to track and manage user marketing preferences and consent. |
Consent management and opt-in/opt-out status recorded for every lead, noted in compliance documentation. | |
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Anonymization/Pseudonymization Tools Ability to depersonalize data when required for compliance. |
No information available |
Analytics & Reporting
(3 Yes /3 Known /9 Possible features)
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Customizable Dashboards User-defined dashboards for quick overview of KPIs. |
Users can configure their own dashboard widgets, KPIs and content widgets on main screen. | |
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Real-Time Analytics Live reporting on activities, leads, and campaigns. |
No information available | |
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Attribution Reporting Tracks which touchpoints drive conversions. |
No information available | |
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Funnel Analysis Visualizes where leads drop off and progress through stages. |
No information available | |
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ROI Calculation Shows financial return for each campaign and channel. |
ROI and campaign/subscriber engagement metrics are displayed in analytics section of the app. | |
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Scheduled Report Delivery Automated distribution of reports to stakeholders. |
No information available | |
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Exportable Reports Downloadable in common formats (PDF, CSV, XLS). |
Lead Pilot allows reporting export in PDF and CSV formats. | |
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Custom Report Builder Flexible creator for ad hoc or bespoke reports. |
No information available | |
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Number of Standard Reports Quantity of built-in, ready-to-use reports. |
No information available |
Client Engagement Tracking
(2 Yes /2 Known /7 Possible features)
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Interaction History Chronological log of all communications and meetings. |
No information available | |
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Website Activity Tracking Tracks prospect/client visits and behaviors on firm sites. |
Platform tracks website and landing page visitor activity and can associate interactions with leads. | |
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Event Attendance Tracking Monitors registration and participation in webinars, seminars, etc. |
Event-based lead capture and tracking for webinars and other virtual events is integrated, as per feature documentation. | |
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Survey/Feedback Tools Collects client satisfaction or NPS scores. |
No information available | |
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Document Engagement Analytics Tracks when client-facing documents are opened or read. |
No information available | |
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Communication Frequency Analytics Monitors how often clients are contacted. |
No information available | |
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Time to Initial Response Average response time from lead inquiry to first contact. |
No information available |
Content Management
(5 Yes /5 Known /7 Possible features)
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Content Library Central repository for marketing collateral, templates, disclosures, etc. |
Central compliance-friendly content library is a core product feature. | |
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Version Control Tracks changes and access to documents over time. |
No information available | |
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Approval Workflows Content must be reviewed/approved before use. |
Content approval workflows are described for compliance with FINRA/SEC archiving, and review is supported. | |
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Search and Tagging Quickly locate and filter content by tags, categories, keywords. |
Search, filters, and detailed tagging for content and campaigns previewed in walkthrough demos. | |
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Personalized Content Distribution Delivers specific content to target segments or individuals. |
Distribution of content to target segments, lists, and drip sequences. | |
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Integration with Client Portals Ability to publish or share content directly to portals. |
No information available | |
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Content Expiry/Retention Settings Automatic management and archiving of outdated content. |
Content expiration and retention automation for compliance/readiness is listed as an available admin setting. |
User Experience & Accessibility
(4 Yes /4 Known /7 Possible features)
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Mobile App Availability Is there a native mobile application for advisers and/or clients? |
Product includes a mobile-responsive web interface but no native mobile app available at this time. | |
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Browser Compatibility Works on all major browsers without loss of functionality. |
Cross-browser compatibility claimed; supports major browsers as per technical documentation. | |
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Customizable User Interface Users can adapt layout, dashboards, and key settings. |
Users can adjust dashboard layouts, visible modules, and notification types. | |
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Accessibility Compliance Supports standards for screen readers and accessible navigation. |
No information available | |
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Multi-Language Support User interface and communications available in various languages. |
No information available | |
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User Training Resources Guides, videos, or embedded help for staff onboarding. |
Onboarding and help center have extensive guides and video walk-throughs. | |
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System Uptime Average percentage of time system is available during a year. |
No information available |
Scalability & Performance
(2 Yes /2 Known /7 Possible features)
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Concurrent User Capacity Maximum number of users that can be active at the same time. |
No information available | |
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Bulk Data Handling Support for large lists, imports, and batch campaign actions. |
Bulk imports and mass-campaign sends supported and highlighted as suitable for large advisory teams. | |
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Cloud Hosting Is the platform hosted in a scalable cloud environment? |
Lead Pilot is a SaaS cloud solution, hosted and maintained by the vendor. | |
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Performance SLAs Documented guarantees on speed and reliability. |
No information available | |
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Auto-Scaling Infrastructure System can dynamically expand resources based on usage. |
No information available | |
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Data Storage Limit Maximum size of data that can be stored. |
No information available | |
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API Call Rate Limit Maximum API calls supported per second/minute. |
No information available |
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