Automated Communications: Working on your behalf in the background
You can use technology to take the manual labour out of client care communications, like your annual review reminders.
Once set up, Automated Communications send out emails to your clients based on agreed rules (for example, ‘Send the Annual Review Reminder 30 days before the Annual Review Date’). Not only that, but each type of communication can be supported by automated follow-up emails (and/or SMS) and notifications to you, in case your clients miss your first email or don’t book a meeting.
Plus, you can easily track send rates, open rates and clicks. With the new regime coming into force, Automated Communications can be an effective tool to evidence and track client-care communications.
The benefits for your advice business and your clients are numerous, including:
- Supporting proactive contact with clients at key milestones
- Reducing time spent on admin (which frees up time for advice)
- Supporting compliance objectives and requirements.
Time to streamline your admin activities?
Drawing on over 20 years’ experience in financial services communications, our team at FINERGY specialises in creating quality content and client communications for New Zealand financial advisers across the country. Since FINERGY launched in early 2017, we’ve been setting up hundreds of automated communications for a variety of requirements – including review reminders, new client welcome emails, and more.
Contact email@example.com to request your 24-hour Guest Login, to explore the various Automated Communications we can set up for you and peruse our eNewsletter Content Library.