Client Connection

Connect with clients, strengthen your relationships, prompt referral, drive retention, and save time. Find out about our Client eNewsletter and Campaigns services, and Automated Communication solutions.

client connection

Client eNewsletter

The all important R's - Relationship, Retention, Referral.

Your personalised client eNewsletter is a light, helpful read, which includes your choice of financial and lifestyle information as relevant to your client audience.

Designed to strengthen your client relationships and highlight your advice expertise, your client eNewsletter keeps your name top-of-mind for that next ‘advice moment’ or opportunity for referral, and supports retention.


Automated Communications

Say goodbye to time-intensive processes for your client communications. Say hello to the efficiency, compliance and client experience benefits of Automated Communications: save time and connect at important advice-moments.

Once we set-up your Automated Communications, they run (as the name suggests), automatically; at the right time and appropriate to the needs of individual clients.

FINERGY can create bespoke Automated Communications for your specific business needs, or you can select from our existing library. Here are just a few examples:

  • The Annual Review
  • New Client Welcome
  • Prospect Welcome
  • Prospect Nurturing
  • Referral Request
  • Testimonial Request
  • And many more...

Client Campaigns

Prompt a discussion - anticipate your clients’ needs and aspirations with a relevant campaign. Here are just a few examples:

Stepped to Level Premium

Is it time for clients in their late 30s to mid 40s to consider Level premium options?

Mortgage Fast-track

Do you have clients in a position to explore options to pay off their mortgage faster? Invite them to book a consultation.

KiwiSaver Risk Review

On reaching a key life-stage, is it time for clients to review their KiwiSaver risk profile and fund options?

ACC and the SME

Information for your self-employed clients who have yet to review their options with CoverPlus Extra.


Online Appointment Booking

Make it easy to connect with clients and prospects.

Ask us about Calendly. This online appointment booking tool saves time, takes the 'back-and-forth' out of appointment booking, and enables you to create meeting types and set availability to maximise your working week.

Calendly is a great tool to enhance your client and prospect experience, and a smart addition to your eNewsletters and Automated Communications.