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Designed specifically to support the business development, marketing and communications-compliance needs of Financial Advisers in New Zealand.

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Grow your business

Drive referral from partners and clients and attract more qualified prospects. Nurture prospective clients with engaging, relevant messages – be there when they’re ready to act.

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Nurture existing clients

Support retention and referral and be top-of-mind for those ‘advice moments’. Engage with regular informative content that highlights your expertise. Continually reinforce the value of your advice.

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Sell more and boost retention

Drive benefit-based retention and introduce your clients to complementary products, as appropriate to their needs. Retain and grow your book through targeted, value-based communications with clients.

The challenge

Growing your business profitably and in asustainable manner, whilst giving your clients the service and support they need.

The solution

An automated, yet personalised customer communication, support and marketing service.

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Achieve your business development objectives using our intelligent application of software and automation systems, and communications designed specifically for Financial Advisers in New Zealand.

A complete communications, marketing and business development platform for your business.

Ready to find out more?

Thank you for contacting us.
“FINERGY have changed the way we work, helping us dramatically improve our client communication and increasing our retention rates, whilst also making us more efficient.”
Mark Sheehan, AFA, CFP - Plus4 Insurance Solutions