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Financial advisors and planners use stock, bonds, mutual funds, real estate investment trusts (REITs), options, futures, notes, and insurance products as their tools to meet the needs of their clients. The most successful advisors consistently connect and engage with their clients when they need help and advice.
As a marketing manager for a financial services company, you require more than tools to help your advisors stay connected with their clients.
You need a branded email newsletter communication that is professionally written on behalf of all your advisors, passes regulatory and compliance standards, is delivered consistently each month, is easy to manage – and is highly valued by clients.
Loyalty Driver for Financial Services is the email marketing solution for financial advisors. Offering fresh and appropriate content addressing financial planning and lifestyle topics relevant to your clientele, this turnkey newsletter service is designed to save time, money and keep your advisors in front of clients.
A consistent brand image is important, but your advisors need a sense of individuality and a connection to their local communities, too. Striking the right balance of brand consistency and advisor individuality in your newsletter is an IMN specialty.
IMN creates a branded email newsletter template that adheres to your corporate branding and messaging specifications, but is flexible so an advisor can add their own content, such as their photo, local community happenings, branch hours and even special client events.
Advisors build better relationships with clients and increase their financial planning services with the power of exclusive content, social networks, online access and control, as well as audio and video – capabilities not found in every email newsletter service.
Clients can easily share newsletter content to Facebook, Twitter and Linkedin, driving the viral spread of your advisor's visibility, with the click of a button.
Written exclusively for your clientele, IMN's editorial team delivers a variety of engaging and relevant lifestyle, entertainment, and financial content designed to move your customers through the decision making process. This quality content mix results in regular readership and more satisfied clients.
Our editorial content passes through a rigorous compliance process, ensuring your newsletter is compliant with all regulatory guidelines.
Backed by a full suite of tracking and analytics, IMN gives you complete insight into which email newsletter articles, promotions, products and services are most popular and impactful.
When your engaged clients signal they are ready for your financial planning services, your advisors will be automatically alerted through Warm Call™ Reports. Each Warm Call report lists the people that responded to articles and calls-to-action, making it fast and easy to identify hot leads and interested prospects. Include your own best practice call script to turn every follow-up call into a success.
Corporate needs to stay in regular contact with their advisors. The Loyalty Driver platform can deliver email communications to the field about new product and service announcements, training, special promotions, reward recognition and so much more.
An expert is ready to help you along the way. Our account managers speak your language and deliver results. We understand the financial services industry's needs and we will continually help you optimize your program for long term success.