CHICAGO, IL, July 15, 2015 – TE+A announced today the launch of Traffic Optimization Platform (TOP), a proprietary website traffic building platform designed to maximize advisory firms’ media buying effectiveness when promoting their robo-technology platform online.  TOP brings together best practices in online and offline media buying, public relations, email marketing and social.  The result is a robust and integrated approach designed to synergize efforts in paid, earned and owned media.

TE+A developed TOP to provide advisory firms with a proven system to successfully promote their robo-technology offering to individual investors. TOP delivers a detailed cross-channel media plan that can start in a few select local markets and quickly grow into national brand exposure.  Designed for advisory firms, wealth managers, RIA’s, custodians and broker-dealers, TOP serves as a turnkey solution that cost-effectively drives traffic to robo-technology platforms to facilitate highly qualified leads.
Firms that utilize TOP will benefit from its holistic and integrated approach to marketing and leveraging robo-technology.  Critical factors such as account minimums, regional or national canvassing, frequency and channel mix are all considered to help firms successfully market their platform and avoid pitfalls and costly mistakes.
“Online lead generation and client enrollment is the next phase in wealth management and we are pleased to be working as a strategic partner with Jemstep, a clear industry leader,” said Brad Feldmar, EVP of Sales at TE+A. 
Both firms work extensively with TD Ameritrade and leverage the capabilities of Salesforce CRM. This partnership creates a true end-to-end solution from generating leads all the way through to online onboarding and account openings.
“Now that online robo-solutions like Jemstep give advisors the ability to onboard and serve more clients efficiently, advisors are asking how to extend their marketing presence online to attract more prospects to their online platform. With Jemstep’s Advisor Pro you can attract both millennials and ‘A-list’ clients… how you construct your media spend and associated media outlets is where clients need the most help.” said Feldmar.
Simon Roy, President of Jemstep added, “Jemstep Advisor Pro is a great platform to engage, onboard and service clients online. TE+A has the industry experience and expertise needed to help our advisor clients cost effectively increase the flow of prospects to the service, increase conversion and ultimately grow firm AUM.”
About TE+A
Trungale, Egan + Associates (TE+A) is a full-service marketing and advertising agency that is focused on creative and strategic excellence. Established in 1986, and headquartered in downtown Chicago, TE+A specializes in financial services marketing, specifically wealth management. TE+A has significant experience with a broad range of clients including custodians, RIA’s, mutual fund providers, trading platforms, technology providers and banks. TE+A services include marketing strategy, branding, website development, video production, media, and digital applications. TE+A is a proud member of the TD Ameritrade Affinity Platform. For more information visit
About Jemstep

Jemstep is a leading provider of robo-technology solutions to investment advisors and broker-dealers. Our advisor platform, Jemstep Advisor Pro, helps investment advisors scale their businesses efficiently through harnessing the best practices of robo-technology for client engagement, onboarding and servicing. Established in 2008 and headquartered in Silicon Valley, Jemstep has an established track record of introducing new and multi-patented technologies for the wealth management industry. Jemstep is led by a team with over 100 years combined experience in financial management and technology development. For more information visit and follow Jemstep on Twitter: @jemstep.

By Zen Chi

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