Testimonial iQ, a compliance and marketing platform designed for wealth management firms, has announced a strategic partnership with Mercer Global Advisors, Inc. ("Mercer Advisors"). Mercer Advisors, ranked #1 on Barron’s 2024 Top 100 RIA Firms, will use Testimonial iQ’s platform to collect, manage, and share client testimonials in a fully SEC-compliant manner.

This collaboration enables Mercer Advisors to highlight authentic client experiences, reinforcing its commitment to financial planning, investment management, and family office services.

Why Client Testimonials Matter in Wealth Management

Client testimonials provide authentic, trust-building narratives that influence potential clients. In the financial advisory sector, where credibility is paramount, verified testimonials enhance reputation, improve client engagement, and drive business growth.

However, regulatory constraints—especially the SEC’s updated Marketing Rule—require firms to ensure that all testimonials meet strict compliance standards.

How Testimonial iQ Supports Compliance and Growth

1. SEC-Compliant Testimonial Collection

• White-labeled software collects and manages client feedback while ensuring compliance.

• Clients are asked for explicit consent before testimonials are published.

• Testimonials align with SEC’s updated Marketing Rule, reducing regulatory risks.

2. Scalable Marketing and Brand Growth

• Approved client testimonials can be strategically placed across websites, social media, and marketing materials.

• Provides real-life stories showcasing the impact of Mercer Advisors' financial planning solutions.

• Enhances brand credibility by leveraging authentic client voices.

3. Efficient Compliance and Monitoring

• Automates testimonial approvals and compliance reviews.

• Provides a centralized dashboard for tracking testimonial performance.

• Ensures all testimonial usage adheres to regulatory guidelines, minimizing compliance concerns.

Mercer Advisors' Approach to Client Testimonials

According to Gary Foodim, Chief Marketing Officer of Mercer Advisors, client feedback has always been a valuable asset:

“Testimonials are incredibly powerful because they represent the authentic voice of the client. Showcasing what our actual clients say about working with us is an important tool for growing our brand, and Testimonial iQ provides us with a scalable solution for doing just that.”

Mercer Advisors’ clients who provide feedback via surveys are given the option to approve their comments for public use, ensuring that shared testimonials are both genuine and permissioned.

The Future of Client Testimonials in Financial Services

Testimonial iQ’s Andrew Johnson highlights the growing acceptance of client testimonials in financial marketing:

“Compliance teams are starting to get more comfortable with adopting new marketing tactics made possible by the SEC’s updated Marketing Rule. We believe that firms that embrace testimonials will grow more quickly than their counterparts.”

As the wealth management industry evolves, firms leveraging client feedback strategically and compliantly will be better positioned for growth, engagement, and brand differentiation.

The Mercer Advisors-Testimonial iQ partnership marks a significant step in integrating client testimonials into financial marketing strategies—all while ensuring SEC compliance. This collaboration allows Mercer Advisors to showcase real client success stories, reinforcing trust and credibility in a competitive industry.

Wishpond Technologies Ltd., a leader in AI-driven marketing solutions, has partnered with Venops Inc., a leading provider of healthcare regulatory compliance and consulting services, to introduce Provencis—a white-labeled version of Wishpond’s SalesCloser platform tailored for the medical industry.

With a network of over 1,000 medical clinics, Venops will market Provencis as an AI-powered sales and engagement platform to healthcare organizations, helping them improve patient care, sales operations, and administrative efficiency.

What is Provencis?

Provencis is an AI-driven virtual assistant and sales automation tool designed to address key challenges in the healthcare sector, including patient engagement, administrative burdens, and sales outreach. It leverages Wishpond’s AI-powered automation and Venops’ regulatory expertise to create a scalable, cost-effective solution for medical organizations.

Features and Benefits of Provencis

1. AI-Driven Virtual Assistance for Medical Practices

• Acts as a virtual receptionist, answering patient inquiries without the need for phone trees.

• Provides clinic details, insurance information, and appointment scheduling.

• Escalates inquiries to human representatives when needed.

2. Automated Post-Surgical and Chronic Care Follow-Ups

• Tracks patient recovery progress, pain levels, and mobility.

• Monitors medication adherence and schedules follow-up appointments.

• Ensures continuity of care for chronic conditions like diabetes.

3. AI-Powered Sales Automation for Medical Devices

• Functions as an inbound sales agent, providing detailed product information.

• Collects lead information and facilitates consultations with sales teams.

• Seamlessly integrates with CRM systems for improved sales management.

4. Compliance-Optimized Patient and Sales Communication

• Designed to meet strict healthcare compliance standards.

• Helps providers navigate regulatory requirements while engaging patients and prospects effectively.

Leadership Insights on the Partnership

Wishpond CEO Ali Tajskandar emphasized the importance of expanding AI-driven solutions in healthcare:

“We are thrilled to collaborate with Venops to introduce our SalesCloser technology to the medical industry under the Provencis brand. This partnership underscores our commitment to expanding AI-powered solutions into new verticals and transforming sales processes for healthcare businesses.”

Venops CEO Mark Maloney highlighted the value of integrating AI into healthcare operations:

“Collaborating with Wishpond allows us to provide our clients in the medical sector with a cutting-edge solution tailored to their unique needs. Provencis combines the power of AI with Venops' regulatory expertise, creating a groundbreaking sales tool that transforms how healthcare businesses engage with prospects and drive sales.”

Why This Partnership Matters

The Wishpond-Venops collaboration marks a major milestone in AI-driven healthcare solutions, providing medical organizations with an intelligent, automated tool to:
Improve patient engagement and follow-ups
Streamline sales operations for medical devices
Reduce administrative burdens on healthcare staff
Enhance compliance with healthcare regulations

The launch of Provencis represents the next evolution of AI in healthcare, integrating cutting-edge automation with compliance expertise. As AI adoption grows in the medical industry, solutions like Provencis will play a key role in enhancing operational efficiency, improving patient outcomes, and driving business growth.

Marketri, a leading provider of fractional marketing services for B2B companies, has announced the addition of Amanda Zarle as a Fractional Chief Marketing Officer (CMO). With a 30-year career spanning multiple industries, Zarle brings extensive expertise in brand strategy, product marketing, research, and go-to-market execution.

As companies increasingly recognize the value of fractional marketing leadership, Marketri continues to expand its team with top-tier marketing experts who can drive measurable impact.

Leadership’s Perspective on the Appointment

Marketri’s founder and CEO, Deb Andrews, emphasized the growing demand for fractional marketing expertise and the impact of experienced leadership:

“As more companies realize the importance of fractional marketing leadership, we are able to build our team of experts who can make an impact right away. Amanda’s impressive background in strategic marketing and deep expertise across multiple industries make her an outstanding addition to our team.”

Zarle expressed enthusiasm about joining Marketri, highlighting the company’s collaborative, results-driven approach:

“What sets Marketri apart isn’t just our fractional CMO expertise, but our ability to deploy cohesive, experienced marketing teams that have a proven track record of success together. Clients aren’t simply hiring individual fractional talent – they’re gaining access to a turnkey marketing department that can seamlessly integrate with their business. I look forward to drawing on my experiences to help our clients achieve sustainable growth.”

Amanda Zarle’s Background and Expertise

Zarle brings three decades of experience developing data-driven marketing strategies for organizations across healthcare, financial services, technology, and consumer products. Her background includes:

• Chief Strategy Officer for a creative agency, leading brand and marketing transformation initiatives.

• Management consulting for Fortune 500 clients, specializing in market research, growth strategy, and competitive positioning.

• Expertise in full-funnel marketing execution, from brand development to revenue-driven demand generation.

• Academic credentials: An economics degree from the University of Pennsylvania and an MBA in finance from Northwestern University’s Kellogg School of Management.

Marketri’s Continued Expansion and Commitment to B2B Growth

Zarle’s addition reinforces Marketri’s commitment to delivering high-impact marketing leadership for B2B companies. As more businesses seek scalable, cost-effective marketing solutions, Marketri’s fractional CMO model provides the expertise needed to drive revenue growth, enhance market positioning, and build competitive advantage.

With Amanda Zarle’s appointment, Marketri continues to position itself as a leader in fractional marketing leadership, equipping B2B businesses with proven marketing strategies that fuel long-term success.

Notified, a leading technology partner for global investor relations and public relations professionals, has officially launched its Chinese website, marking a significant step in its commitment to the Chinese market. This initiative enhances accessibility, improves localization, and fosters stronger relationships with local businesses and stakeholders.

As China’s digital economy continues to expand, Notified’s new website provides comprehensive information, company news, and valuable resources, all designed with a user-friendly interface and optimized content to ensure a seamless experience.

Highlights of the Launch

1. Enhanced Accessibility for Chinese Users

• The website ensures that Chinese customers can access information in their native language, enabling a deeper understanding of Notified’s services.

• A localized digital experience fosters greater engagement and trust among users.

2. Commitment to Localization

• This launch reflects Notified’s long-term investment in the Chinese market, catering to its unique needs with tailored communication and service offerings.

• The platform allows local businesses to easily navigate services and connect with Notified’s experts.

3. Future Chinese Blog Content

• Notified plans to regularly publish blog content in Chinese, offering insights on global trends, market analysis, and industry best practices.

• This initiative aims to provide added value for website visitors by keeping them informed about the latest developments in investor relations and public relations.

Leadership Perspective

Highlighting the company’s dedication to China’s market, Nimesh Davé, President of Notified, expressed enthusiasm about this milestone:

“China is a critically important market for us, and we are very excited to take this important step to strengthen our presence here. By launching a localized site, we hope to build a deeper connection with our Chinese customers while demonstrating our long-term commitment to this vibrant region.”

Expansion Beyond the Website: Notified’s WeChat Public Account

In addition to the website launch, Notified has expanded its digital engagement in China with the launch of a WeChat public account. Users can now follow "GlobeNewswire by Notified" to stay updated, engage with the brand, and access industry insights through China’s most popular social media and business communication platform.

Notified’s Chinese website launch and WeChat expansion mark a major step in its global growth strategy, enhancing accessibility, localization, and customer engagement in China’s rapidly evolving digital landscape. These initiatives reinforce Notified’s commitment to serving local businesses with trusted investor relations and public relations solutions tailored for the Chinese market.

Spectrio, a leading provider of digital signage software and systems, has launched RMN Gateway, a powerful solution designed to help retailers maximize the revenue potential of their in-store digital signage networks. This new system transforms digital displays into high-performing retail media networks (RMNs), allowing businesses to generate new revenue streams while retaining full control over the shopper experience.

By integrating with ad servers and mediation platforms, RMN Gateway connects in-store signage to the broader advertising ecosystem, enabling programmatic ad placements across multiple channels, including direct sales, private marketplace deals, open auctions, and vendor sponsorships.

The Growing Importance of In-Store Advertising

With 80 percent of purchases still happening in physical stores, retailers and brands are increasingly focused on engaging consumers at the point of decision. RMN Gateway allows retailers to bridge the gap between their physical spaces and digital advertising, unlocking new monetization opportunities while enhancing the overall customer experience.

Features & Benefits of RMN Gateway

1. Seamless Ad Monetization for Retailers

• Converts digital touchpoints like shelf-edge and end-cap screens into advertising revenue opportunities.

• Connects to ad exchanges, agency partnerships, and direct ad sales, giving retailers flexibility in how they sell ad space.

2. Advanced Audience Targeting

• Uses first-party data (POS logs, loyalty programs), second-party data (on-premise sensor impressions), and third-party data for precise consumer engagement.

• Delivers relevant, high-impact ads tailored to in-store shoppers.

3. Automated Ad Delivery & Fraud Prevention

• Ensures ad placements meet industry standards with tracking features such as quartile completion rates and pixel monitoring.

• Verifies impressions and prevents fraud to maximize advertiser ROI.

4. Transparent Reporting & Performance Metrics

• Provides detailed insights into ad performance, including impression counts, proof-of-play verification, and transaction correlation.

• Helps retailers demonstrate ROI to advertisers with real-time analytics.

5. Centralized Content Control

• Allows retailers to balance promotional content with advertising while maintaining brand integrity.

• Offers customizable ad-to-content ratios to optimize the shopper experience.

Revenue Potential for Retailers

RMN Gateway offers a significant revenue opportunity for retailers looking to monetize their digital signage infrastructure. A single screen in a retail media network can generate $30 to $40 per month, while high-traffic locations can yield several hundred dollars monthly.

To help businesses assess their earning potential, Spectrio provides a revenue estimator tool on its website, allowing users to explore various monetization models and revenue-sharing options.

Industry Leadership Perspective

Tamara Bebb, CEO of Spectrio, emphasized the transformative impact of RMN Gateway:

“Retailers have long understood the value of their physical spaces for engaging customers, but many haven't been able to fully capitalize on the revenue potential of their digital signage networks. RMN Gateway changes that by connecting these valuable in-store touchpoints to the wider advertising ecosystem, creating new opportunities for both retailers and brands to engage consumers at the critical point of decision.”

Spectrio’s RMN Gateway represents a breakthrough innovation in retail media monetization, providing retailers with an end-to-end solution to unlock new revenue streams, enhance shopper engagement, and maximize the value of digital signage networks.

As retail media continues to evolve, RMN Gateway positions Spectrio as a leader in helping businesses connect in-store experiences with digital advertising, creating a more profitable and dynamic retail ecosystem.

Adtech startup Stic, which enables brands to leverage on-the-road advertising through driver-based car stickers, has announced the appointment of Dan Fleyshman as its new Chief Marketing Officer (CMO). A well-known marketing expert and business leader, Fleyshman will spearhead B2B and B2C marketing strategies, helping both Stic and its clients maximize their advertising impact.

What is Stic?

Stic is revolutionizing outdoor advertising by allowing brands to turn everyday vehicles into mobile billboards. Brands partner with Stic to place patented, data-enabled stickers on thousands of cars, providing hyper-local, real-time visibility.

Drivers, including those from services like Uber, Lyft, DoorDash, and Postmates, can earn up to 14 cents per mile simply by displaying branded stickers—earning passive income without altering their daily routes.

Dan Fleyshman’s Marketing Expertise

Fleyshman brings decades of experience in brand strategy, influencer marketing, and business growth. His agency, Elevator Studio, has managed social media influencer campaigns for major brands, including Lyft and Postmates, executing over 110,000 paid influencer posts since 2011 for fashion, food & beverage, and Fortune 500 technology brands.

Adam Cohen, founder and CEO of Stic, expressed enthusiasm for the new appointment:

“Dan is one of the best marketers in the business, with an unparalleled track record of innovation and business expertise. Stic is poised for exponential growth, and we are thrilled to have him on board.”

Fleyshman’s Vision for Stic

Fleyshman sees Stic’s advertising model as a game-changer in out-of-home (OOH) marketing, offering cost-effective brand exposure with highly targeted reach.

“Stic combines simplicity with impact, creating an efficient advertising channel for brands to reach new and existing customers,” Fleyshman said. “I’m excited to help scale this business and support Adam’s vision of providing extra income to millions of drivers.”

How Stic Works: A Win-Win for Brands & Drivers

Stic’s innovative platform connects brands and drivers, allowing companies to deploy targeted, data-driven outdoor ads with measurable impact.

For Brands:

• Hyper-local targeting: Select specific regions, neighborhoods, and times of day for ad visibility.

• Street-level exposure: Reach consumers where they live, work, and shop.

• Data-driven measurement: Track impressions, optimize campaigns, and maximize return on investment (ROI).

For Drivers:

• Earn passive income: Get paid for the miles you already drive.

• Choose your ads: Select which brands to promote via the Stic app.

• Removable & hassle-free: Stickers are easy to apply and remove without damage.

With Dan Fleyshman’s leadership, Stic is set to expand its market presence and provide brands with an innovative advertising solution that maximizes visibility, engagement, and ROI. As the company continues to grow, it remains focused on empowering drivers while helping brands achieve cost-effective, high-impact advertising.

Antonio & Paris, the premier branding and strategy agency known for shaping iconic global brands, has announced that Paris Buchanan will assume the role of sole CEO. Formerly Co-CEO and Chief Creative Officer, Buchanan’s appointment signifies a new chapter of leadership that prioritizes creative vision, strategic transformation, and industry innovation.

As a woman CEO, Buchanan also represents a shift toward greater diversity and inclusivity in branding leadership. She will oversee the agency’s continued expansion, serving world-class clients such as Barco, Disney, ThermoFisher, Microsoft, The Franklin Institute, AT&T, and more.

Paris Buchanan’s Leadership & Vision

In her new role, Buchanan will lead Antonio & Paris’ global team of strategists, creatives, and technologists, ensuring the agency remains a pioneer in brand storytelling, consumer engagement, and digital transformation.

Her leadership is set to:

• Drive cutting-edge brand experiences for global clients.

• Integrate technology, strategy, and creativity for maximum brand impact.

• Expand the agency’s global influence and service offerings.

“I’m honored to take on this leadership role and continue building on the legacy of excellence we’ve established,” said Buchanan. “With our incredible team and world-class clients, we are poised to drive even greater impact in branding, storytelling, and immersive consumer experiences.”

Antonio Patric Buchanan’s New Role & Pure Moxie Incubator

As part of this transition, Antonio Patric Buchanan, co-founder of Antonio & Paris, will shift from Co-CEO to Chief Transformation Officer, focusing on the agency’s long-term strategic vision. He will also lead Pure Moxie, Antonio & Paris’ new incubator for disruptive brand innovation.

The first venture under Pure Moxie will be a groundbreaking science-based entertainment streaming service, blending branding and entertainment in an unprecedented way.

“Antonio & Paris has always been about pushing boundaries,” said Antonio Patric Buchanan. “As I focus on transformation and the exciting launch of Pure Moxie, I have full confidence in Paris’s vision to lead the agency into its next chapter.”

Antonio & Paris: A Future of Strategic Creativity & Innovation

For years, Antonio & Paris has been a trailblazer in branding, combining creative excellence with strategic insight to build brands that endure. Under Paris Buchanan’s leadership, the agency is set to:

• Deepen global brand influence through expanded client services.

• Embrace disruptive innovation with data-driven storytelling and digital transformation.

• Enhance strategic branding capabilities to meet the evolving needs of high-growth and established brands alike.

This leadership evolution reinforces Antonio & Paris’ commitment to transformative branding, industry leadership, and the power of storytelling. With Paris Buchanan at the helm, the agency is poised for its most dynamic era yet, redefining branding for the modern world.

Clicta Digital Agency, a growth-focused digital marketing firm based in Denver, Colorado, has been named one of the top digital marketing agencies in the state by Expertise. The agency received three prestigious awards recognizing its excellence in Denver, Aurora, and Lakewood, reinforcing its reputation for data-driven marketing solutions that help businesses achieve measurable growth.

Since its founding in 2017, Clicta Digital has become a trusted partner for businesses, offering innovative strategies that drive brand awareness, lead generation, and revenue growth, even amid economic challenges.

Industry Recognition & Achievements

The three awards from Expertise highlight Clicta Digital’s leadership in:

• Denver Digital Marketing

• Aurora Digital Marketing

• Lakewood Digital Marketing

By combining cutting-edge technology, industry expertise, and strategic marketing approaches, the agency has consistently delivered exceptional client results.

“We are honored to receive not just one, but three awards recognizing us as one of the best digital marketing agencies in Colorado! This recognition is a testament to the hard work and dedication of our team. We’re proud to be part of the thriving business community here and look forward to helping more small businesses succeed,” said Ronald Robbins, Founder & CEO of Clicta Digital, Inc.

Expanding Support for Small Businesses: Digital Marketplace Launch

In addition to industry recognition, Clicta Digital has introduced a new Digital Marketplace designed to provide affordable, high-quality digital marketing services for small businesses, entrepreneurs, and in-house teams.

Features of the Digital Marketplace:

• Social Media Management – Boost engagement and audience reach.

• Search Engine Optimization (SEO) – Improve online visibility and rankings.

• Content Creation – High-quality blogs, articles, and marketing materials.

• Paid Advertising Support – Google Ads, Facebook Ads, and PPC management.

• Marketing Campaign Assistance – Strategy execution for in-house teams.

This accessible and scalable solution empowers small businesses to leverage top-tier digital marketing services without the high costs of traditional agency retainers.

Why This Matters for Businesses in Colorado

With the increasing importance of digital marketing in today’s business landscape, Clicta Digital is committed to:

• Helping small businesses scale efficiently through targeted online strategies.

• Making digital marketing accessible and results-driven with its Digital Marketplace.

• Driving local business growth despite economic uncertainties.

Clicta Digital’s recognition as a top digital marketing agency in Colorado and the launch of its new Digital Marketplace mark an exciting step forward in empowering businesses with effective, data-driven marketing solutions. As the agency continues to expand, its commitment to client success and innovation remains at the core of its mission.