The profile owner manages your company’s listing and can edit content, add team members, and access analytics. If you're unsure who the profile owner is, follow these steps. 

• If you’re unsure who manages your company’s profile, contact sources@sifma.org for assistance. 

• SIFMA will help you identify or update the profile owner. 

• Once identified, the profile owner can invite additional team members to edit the listing. 

Enhance your company listing to ensure your organization is searchable and visible to SIFMA members and the broader financial community. Your listing includes your logo, description, and industry categories. 

1. Log in to sources.sifma.org. 

2. Navigate to the “Companies” section. 

3. Select your Company. 

4. Complete the company profile fields (name, description, logo, industry, etc.). 

5. Click “Save” to publish your company listing. 

You can highlight your company solutions through video content. Videos can be product demos, interviews, or other relevant media . 

1. Navigate to your company page and click the gear icon to open “Edit Mode” > “Add Content.” 

2. Select “Featured Video” and add video. 

3. You can embed code or paste a link to your hosted video (e.g., Vimeo, YouTube). Add a title, description, and tags. 

4. Click “Publish.” 

You may want your company’s leadership or experts to appear first on your profile before general contacts. This improves visibility for your key team members. 

1. Within your company profile, go to the “People” section. 
2. Ensure key individuals are added as “People” with full profiles (title, bio, headshot). 
3. Arrange the order by editing the “Display Preferences” in your company profile settings. 
4. Prioritize “People” to display before “Contacts” if desired. 

Pinning allows you to prioritize key contacts, so they appear at the top of your company listing. The oldest pinned contact will appear first, followed by newer pinned contacts, with the admin contact shown last. 

Steps: 

1. Go to your company profile and navigate to the “Contacts” section. 
2. Click “Edit” in the profile Settings. 
3. Locate the contact you want to prioritize. 
4. Click the three dots (•••) to the right of their name. 
5. Select “Pin to top.” 
6. Repeat as needed for additional contacts. 

✔️ Note: Pinned contacts will display in this order: 

1. The oldest pinned contact 
2. Newer pinned contacts 
3. The admin contact 

Contacts are individuals who can be listed under your company profile as key points of contact for inquiries and business development opportunities. 

1. Go to your company profile. 
2. Click on the “Contacts” tab. 
3. Select “Add Contact.” 
4. Enter the individual’s name, title, email, and optional bio or headshot. 
5. Click “Save.” 

Vendors can upgrade their SIFMA Sources plan at any time to unlock additional features, increase listing visibility, and expand content contributions. Your upgraded features will take effect immediately upon payment. 

1. Log in to your account at sources.sifma.org. 
2. Go to “My Account” and select “Subscription” or “Manage Plan.” 
3. Choose your desired plan (Enhanced, Premium, or Premium Plus) and follow the upgrade prompts. 

Analytics help you understand how your profile and content are performing, who’s viewing your page, how they’re interacting with your content, and more. 

1. Go to your Company dashboard. 
2. Click on the Settings gear and then the “View Insights” link on the right of your screen to view: 
    - The number of Profile Views, or pageviews 
    - A log of Activities, or actions users take on your page, including views and downloads 
   - Engagement metrics, or a measure of interest in your page (different actions generate different engagement scores - for example, a user filling out a lead generation form gets a higher engagement point than a page view) 

Showcase your company’s expertise by sharing articles, white papers, case studies, and other thought leadership materials. This content appears on your profile and in search results. The number of thought leadership uploads depends on your subscription plan. You can refresh your uploads as often as you like.  

For detailed tier benefits, or to upgrade your plan, visit the SIFMA Sources Pricing page. 

1. In your company dashboard, click “Content” > “Add Content.” 
2. Choose the content type: Article, Report, White Paper, Case Study, Video etc. 
3. Upload your content or provide a URL. Add a brief description and relevant tags. 
4. Click “Publish” to make your content visible on your company profile and in search results. 

To manage who receives your leads, navigate to the Settings icon, click the Featured Content tab on the left side of your screen, and then click “Manage Leads” at the top right of your screen. 

Analytics help you understand how your profile and content are performing, who’s viewing your page, how they’re interacting with your content, and more. 

1. Go to your Company dashboard. 
2. Click on the Settings gear and then the “Featured Content” tab on the left of your screen. 
3. Navigate to a piece of content and click the download and view icons.