WE HELP BUSY ADVISERS CREATE DATA DRIVEN, COMPLIANT AND SYSTEMISED CLIENT COMMUNICATION. SO THEY CAN SPEND MORE TIME GIVING ADVICE
Compliant Review Management and Communication
We noticed a spike in complaints across the industry from clients claiming they were never offered annual reviews.
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Surprisingly, the majority of cases were lodged by policy holders, clients that don't fall under a fee for service agreement. The outcome of these complaints were largely in favour of the client simply because when asked, most firms failed to show evidence of a review process that documented any form of proactive communication for this class of client.
Auditors are widening their scope and proactively tackling this new risk. A structured and trackable review process that extends to all clients and policy holders is now a vital element of a firms compliance process. Unfortunately, this is a time consuming process to conduct internally and another admin task that erodes productivity.
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Our Facilitated Finance subscription service, offers an additional tier to include a trackable, response recorded review offer to all clients, policy and account holders.
Relevant Client Campaigns
We understand that cookie-cutter, mass-market emails just won't cut it when it comes to building strong client relationships.
That's why we're experts in crafting email campaigns that are personal, timely, and sincere. We know how to capture the essence of your brand and tailor your message to resonate with each individual client.
No more generic blasts that end up in the spam folder. We'll help you deliver emails that feel like a genuine conversation, fostering trust and engagement. With our expertise, you can say goodbye to impersonal mass emails and hello to authentic, one-on-one communication that truly connects with your clients.
Data Analytics and Segmentation
At Prosperous Pixels, we go beyond surface-level understanding. We dive deep into your business and leverage our industry knowledge to gain valuable insights. We believe that effective communication starts with understanding your unique needs and goals.
That's why we take the time to analyse and segment your data, identifying key data points that allow us to craft customised messages tailored specifically to your audience.
With our expertise in leveraging vital data points, you can trust that your messages will have maximum impact, driving engagement, and fostering long-lasting relationships.
Branding Identity and Design
Transform your brand into a compelling visual representation of your unique value proposition. Our creative team will work closely with you to develop a brand identity that aligns with your vision and speaks to your target market. crafting compelling landing pages that engage, educate, and inspire action.
We create blog posts, articles, and other written assets to establish you as a thought leader in the financial planning industry.
Facilitated Finance Program
Unlock hidden Value in your client base.
In today's digital age, traditional one-on-one phone conversations have taken a back seat to mass-market, impersonal electronic communications. By unlocking hidden value within your client base, you can reignite the power of personalised communication and build stronger, more meaningful relationships with your clients.
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Services include:
- Niche market consulting
- End to end landing page design and management
- Internal digital and phone based review and client re-engagement
- Compliance focused review management offer
AI For Advice Education Program
Top 50 ChatGPT Commands June 2023
We have unlocked complimentary access to one of our most popular AI for advice modules. For a limited time you will have complete access to the webinar and support material.
Learn step by step how harness AI as an incredibly low cost and high-powered employee on call to execute tasks with unmatched speed and precision.
Included is a curated list of our 50 favourite high value ChatGPT commands to inspire client conversations as well as powerful commands for improving efficiency.
If you are curious about AI or interested in low cost ways to improve productivity and client communication, please enjoy this complimentary AI for advice module.
What People Are Saying:
We were searching for way to effectively manage our client reviews. With the Prosperous Pixels program, we see our clients more often and spend more time actually giving advice.
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Toby understands advice. He manages to connect with clients in a way that is authentic, compliant and profitable.
Neon Wealth - Brisbane 2023