How PromoAI Helped CapCoVa Investment Save Time and Boost Online Presence

Introduction

Capital Investment Company of Virginia, founded by by J. Andy Ingram, AIF®, QPFA™, CPFA®, Ingram, delivers comprehensive financial planning and portfolio management services. Andy’s approach is rooted in two main components: a broker-dealer platform and a registered investment advisory firm, both of which serve distinct roles in managing investments and creating long-term financial plans.

Over time, Andy rebranded his services, integrating the investment management arm, Sollinda Capital Management and Family Office, under the larger Capital Investment Companies of Virginia (“CapCoVa”) umbrella. This re-imagined structure brought together expertise in financial advising and portfolio management, allowing Andy’s clients to benefit from a cohesive and personalized experience.

Through Capital’s / CapCoVa’s Investment’s services, clients are offered a roadmap to achieve their lifestyle goals. Andy’s team works to build custom financial plans that incorporate various scenarios and data-driven forecasts, creating “probability statistics” to assess the likelihood of reaching a client’s desired financial outcomes. 

By combining a technological approach to data modeling with human advisory services, Capital Investment Companies of Virginia strikes a balance between rational financial planning and addressing the emotional aspects of decision-making. Andy’s clients rely on the firm to help them navigate complex financial landscapes with confidence, whether they are managing household assets, adjusting portfolios, or preparing for long-term investments.

With a team of around ten portfolio managers and expert advisors handling client portfolios, Andy’s role is to oversee the overall investment strategy and Lifestyle Plan management while also focusing on marketing and acquiring new clients. This division of responsibilities allows him to ensure personalized attention for each client while promoting the growth and visibility of the firm.

The Challenge

As Andy Ingram’s business, Capital Investment Company of Virginia, continued to grow, marketing became a pressing challenge. With only himself handling the firm’s marketing efforts, managing a consistent social media presence while maintaining his advisory duties was proving difficult. He needed a tool that would allow him to effectively communicate his brand’s message without investing excessive time in content creation.

“I needed a way to get cohesive, congruent messaging across all platforms without spending hours each week on it,” Andy explained. “PromoAI gave me the ability to focus on clients without sacrificing my online presence.”

While Andy had not focused much on marketing in the past, he recognized the growing importance of having a professional and consistent presence online to reach a broader audience. However, the lack of time and resources to create tailored content made this difficult. 

His primary challenge was achieving professional-looking content while freeing up time to focus on growing his client base. With his background in financial services, it was essential to maintain the credibility of his firm through clean, well-designed content that aligned with his company’s core values. PromoAI appeared as the solution to streamline content creation without the need to invest significant time in marketing operations.

Experience with PromoAI

Andy Ingram started using Promo in 2019, back when it was a classical video editing platform. At that time, it provided useful templates and media, allowing him to create professional content with ease. However, the introduction of PromoAI was when things truly transformed for his business.

“PromoAI was a game-changer,” Andy shared. “It allowed me to produce content much faster and saved me a lot of time.” With PromoAI’s automation, Andy could streamline his video creation process, which made maintaining a consistent online presence much easier.

Initially, the manual effort of video editing still required significant time from Andy, but PromoAI’s automation changed that. “PromoAI allowed me to focus more on my clients and less on the actual production,” Andy explained. PromoAI’s use of the Getty Images library, along with other automation tools, enabled him to produce professional, branded videos more quickly and with less hands-on effort.

“It saved me hours, and for a business like mine, time is money,” Andy added, emphasizing the impact of PromoAI on his workflow and how it allowed him to focus more on growing his business while keeping a polished, consistent presence online.

Business Impact

The impact of PromoAI on Andy’s business has been profound, especially in terms of saving valuable time. “If I charge a few hundred dollars for a consultation, the time PromoAI saves me is invaluable,” Andy shared. With PromoAI automating much of the content creation, Andy can focus more on client work and business growth.

Beyond time savings, PromoAI has helped boost his brand’s online presence. “It’s more about exposure—getting likes, shares, and building virtual engagement.” The professional, polished videos PromoAI creates have helped Andy grow his followers and expand his business’s reach across social media platforms. “The videos are short, sweet, and professional-looking—perfect for connecting with my audience.”

Workflow Integration

Andy’s approach to content creation using PromoAI has been flexible, though he acknowledges the need for more structure. “I’ve done it a couple of different ways where I’ll schedule content two weeks ahead, take a break for a week, and then run out another week’s worth of posts,” Andy explained. He actively posts across multiple platforms, including Facebook, Instagram, YouTube, Twitter, and LinkedIn, and is planning to start using TikTok soon.

PromoAI allows Andy to easily schedule and manage content across these platforms, helping him maintain a steady online presence without a rigid schedule.

Content Strategy

Andy’s content strategy using PromoAI revolves around creating educational and awareness videos tailored to his financial services. “I focus on explaining key financial concepts,” Andy said. His videos cover topics like portfolio risk managment, financial
planning, and investment management, with content designed to educate his audience on important financial principles.

He frequently produces content with titles such as “Five Keys to Financial Planning” or “How to Consolidate Debt,” which align with his tagline, “Lifestyle Planning & Investment Management”. These educational pieces help him establish authority in his field while providing valuable information to his followers.

PromoAI’s ability to produce this kind of informative content has been instrumental in maintaining consistency and delivering key messages that resonate with his audience.

Tips for New PromoAI Users

Andy offers valuable advice for new PromoAI users looking to make the most of the platform. His first tip is to have a professionally designed logo and consistent brand colors before starting. “Tie it all together so that PromoAI can work its magic,” he advises.

He also recommends having a clear mission statement for your business to ensure that the videos align with your goals. Finally, Andy emphasizes the importance of refining your messaging to target specific audiences. “That’s my next step—really honing in on targeting certain pieces of my audience.”