Partnership will offer securities licensed agents to have their automated LifeDrip™ content FINRA compliant with full archive and reporting capability for both Social and Email marketing
Xeddi, a Seattle-based software company that launched its flagship product LifeDrip™ in late 2015 has partnered with Red Oak Compliance Solutions LLC. The partnership will bring an automated compliance solution to LifeDrip™ and will service an anticipated 1000 users by the end of the year.
LifeDrip™ is an online mobile marketing subscription that is completely turn-key and 100% automated. LifeDrip™ provides all content and automation for an agent’s email newsletters, social media marketing, and client recommendations and ties them all back to a cutting-edge, search engine optimized, mobile compatible agent website. It also provides analytics and a patent-pending SplashTriggers™ that automatically alerts agents when a client is ready to buy, and identifies the products the client is interested in purchasing. LifeDrip™ has offerings for individual agents all the way up to an enterprise version suitable for insurance carriers.
Red Oak Compliance Solutions LLC, which is headquartered in Austin, Texas, specializes in expert compliance consulting plus intuitive technology. Red Oak services brokers, advisers, investment companies, and hedge funds to meet regulatory requirements and increase ROI. Red Oak’s exclusive AdMaster™ software integrates seamlessly with LifeDrip™ and allows agents who have regulatory requirements to participate with LifeDrip’s™ fully automated content which is distributed across all social and mobile media platforms. Content which is compliant will be marked “Red Oak Approved” and will have full archive and reporting capabilities.
“With the massive increase and scrutiny of compliance today, agents, especially those who are securities licensed, need to protect themselves. Red Oak has been doing a fantastic job with this compliance solution for years and they are technically savvy, which allows this to be an easy and efficient partnership.” said Sean A. Ruggiero, Founder of LifeDrip™. Ruggiero, who was voted by LifeHealthPro.com as one of the Top 20 Most Innovative People in Life Insurance for 2015, continued by saying “I see the need for all agents in the near future to require or desire compliant content. With Red Oak Compliance, LifeDrip™ is poised to help all those agents with their automated mobile and social media marketing.”
“We are excited about partnering with LifeDrip™.” said Cathy Vasilev, Vice-President & Co-Founder of Red Oak Compliance “Red Oak has made a name for itself by creating software innovations to help in the compliance servicing, so our partnership with LifeDrip™ is a natural fit.”
About Red Oak Compliance Solutions LLC Red Oak Compliance Solutions is a full service compliance consulting firm helping broker-dealers, advisers, investment companies and hedge funds meet their regulatory requirements. Founded in 2010, Red Oak now services the compliance needs of over 600 firms ranging in size from single advisor firms to very large global public companies. Total client Assets Under Management now exceed $5 Trillion with many of these firms relying on Red Oak’s proprietary AdMaster software and/or Red Oak’s people to review marketing material for compliance.
About Xeddi Xeddi™,LLC is a Seattle based software company that is dedicated to the creation, promotion and elevation of sales software solutions. Xeddi™ has a formidable lineup of mobile marketing solutions, with its flagship product LifeDrip™ and the exclusive, fully mobile compatible agency CRM SaaS known as AIR (Attract, Identify, Retain) which powers over 2000 life insurance agents today. For more information about Xeddi™, or to schedule a demonstration, please email us [email protected]. Xeddi™ is headquartered at 801 Second Avenue, Suite 800, Seattle, WA 98104.