Financial Client Retention Programs
ConnectionsTM Client Retention Marketing Program for Financial Firms and Advisors
The Connections Program is a highly personalized client retention and lead generation program that is designed to generate leads, get referrals, and up sell and cross sell. Connections is a 100% turn-key financial marketing program that generates leads by maintaining a steady stream of communication to your clients through mail programs with integrated e-mail marketing campaigns. Two-way communication is established through the postage-paid, pre-addressed response items and the online response forms included with each touchpoint. Through this conversation, your clients become an invaluable source of information regarding their current and future financial plans, and those of their family and friends. Messages to your clients are completely customizable; we will deliver your specific message at the right time. Touchpoints include your photo, company logo and contact information to improve brand equity.
The Connections Program includes cutting-edge client tracking reports, including many available through our powerful online database management system, EMPOWER. The client tracking reports allow you to manage and follow-up with your clients with ease and efficiency, as well as measure your client satisfaction level.
The Connections Program financial marketing technology is flexible to your firm’s needs. Standard programs are available in 1 to 7 year schedules. Custom programs are available for any length of time.
Financial Client Satisfaction Survey Programs
Financial Cross Media Marketing
Financial E-Mail Marketing Campaigns
Financial Social Media Marketing
Financial Target Marketing