End-to-end Email Engagement

Built for Advice

We are not a cookie cutter creative agency. Our client solutions are not widespread and whimsical, we understand the business of advice because we are run by one. Our email campaigns are well timed, well written and delivered in a manner that documents a client's communication profile, and with it, a structured compliance.

We build and manage the infrastructure designed to capture detailed data and track every touchpoint, click and download. This provides your business with highly valuable evidence of monthly engagement, review reminders and shows you have made a proactive effort to communicate with all clients. Not just those on a fee-for-service arrangement.

Our inboxes are jam packed with generic "newsletters" that are simply a poorly disguised discount to buy something that was marked up before it was marked down. Financial advice is an industry where email communication serves a dual purpose, a trigger for valuable client conversations and as a highly valuable source of real time client data.

Our email campaigns are not designed to mass market cold clients. The aim is simply to keep you front of mind with your clients, stay compliant and grow your business through continuous client engagement.

"Not enough talk about the importance of brand in email. Customers don’t sign up for email – they sign up for your brand."
Bob Frady

What is included:

Monthly Content Menu:

We curate a menu of 10 fresh content items each month. You select the 5 that resonate with a the demographic of your business. These content pieces are written to introduce your clients to new information relevant to them and encourage interaction with you, their adviser. Every open and interaction is tracked and tallied so that you have a list of clients to contact at exactly the right time.

Routine and Regular Delivery:

We know advisers are busier than ever and that writing the right content, setting up campaigns and actually sending them has been placed securely on the back burner. You staying relevant and front of mind with clients is our top priority and we make sure campaigns are sent on time all the time.

Clean and Consistent Branding and Design:

We design campaigns that are clean, attractive and visually engaging. Proof to clients of the pride you take in the business you have built.

Monthly Compliance Data Dashboard:

Each campaign is followed up with a digital dashboard that highlights who was successfully emailed, who opened and how often. This is a fabulous compliance tool that auditors appreciate. Knowing who engaged with what content means you can start your month with a list of clients to call and exactly what to talk about.

Best Value