Custom eNewsletters for advisers and Adviser Group programmes; targeted eMarketing campaigns; nurture sequences for prospects, and more. On-brand and on-message comms for your advice business.
In a nutshell, a Custom eNewsletter is an eNewsletter we create from scratch for your advice business.
First of all, we have a chat about: what you do and what you offer; your clients and what's important to them; the key messages you want to communicate; how you like to communicate (or to use marketing lingo - your tone of voice and personality), and more.
Then, we craft up a plan (the content structure, frequency etc), design a beautiful looking branded layout (all-gadget responsive of course), and get to work creating content purpose-fit for your advice business.
We can handle the whole nine-yards from create to send and report, or selected elements (content and/or design for example). It's up to you.
Looking for an efficient on-brand solution to support your advisers with a regular communication to their clients? Drive retention, referral and relationship with a Group eNewsletter programme.
We start with a discovery session about the needs of your Group and your advisers, to build a purpose-fit on-brand eNewsletter programme. We can manage the process from start to finish - content creation, layout and personalised distribution for all advisers - or selected aspects as required by your Group.
Like to ensure your advisers are regularly in touch with clients, with communication aligned to your Group brand and key messages? Get in touch for more information or book a complimentary scoping session here.
Like to save time, drive efficiency and complement your personal advice services and contact processes? Say hello to the benefits of Automated Communications - for annual reviews, home loan health checks, fixed-rate expiries, risk profile checks, KiwiSaver contribution reminders - the list goes on.
Here's how we can help.
First up, it has to work for your business. There's no point in building complicated systems that just create headaches. So we start by assessing your specific requirements and the appropriate solution for your advice business. In a nutshell, it goes like this:
1. Defining requirements for your business processes
2. Assessing and recommending the appropriate platform
3. Building automations and associated content
4. Testing, tweaking, reviewing and enhancement
Looking for a solution to ensure consistency and action on key advice communications across your Group?
For Annual Reviews, policy renewal, KiwiSaver contribution reminders, fixed rate expiries, client onboarding and feedback and more. At FINERGY, we can help you design a programme of communications for the advice touch-points that are important to your Adviser Group, and of course, clients.
From designing what needs to go when and what to say, through to implementing communications using your current platform (or assisting with a new platform implementation), our primary goal is simple: deliver on-brand, consistent communications across the Adviser Group.
Share knowledge and reap the rewards. Financial advice is a knowledge-rich service with expertise and information that Kiwis want and need. Articles, SEO content, videos, eBooks and Guides, real-life client stories and more. We create quality, compliance-ready content for all types of advice and marketing needs.
Whether you're looking for a partner to create regular articles for your website; a series of info videos; ongoing client success stories, or other, at FINERGY we bring an in-depth understanding of financial advice to every piece of custom content we create.
Building awareness of your advice business? Looking for ways to connect with Kiwis with a specific advice-need? From always-on activity like social media content posting, to planning and implementing digital campaigns to showcase expertise and drive enquiry, our Social & Campaign solutions are informed by eons of experience in financial advice marketing. Here's a quick summary of how we can help:
# Social Media Profile - Set Up
# Social Media Profile - Audit and Refresh
# Social Media Content Posting
# Content Marketing Programmes
# Targeted Digital Campaigns (GDN, Social etc)
# Display Advertising
# Native Content Advertising
# Adwords (in partnership with RankPower)
Trusted referral - undoubtedly a key source of new business. Are you regularly reminding your referral partners about what you offer and how you can help?
Talk to FINERGY about our referral marketing services - simple solutions to support understanding of your service proposition, keep your advice business top-of-mind, and prompt referral.