Designed specifically to support the business development, marketing and communications-compliance needs of Financial Advisers in New Zealand.
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.
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.
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.
Growing your business profitably and in asustainable manner, whilst giving your clients the service and support they need.
An automated, yet personalised customer communication, support and marketing service.
“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