OneApp for Financial Services
There is much more to the work of a financial services adviser than ‘simply’ safeguarding people’s investments.
The portfolio of services will often include advice on Accessing your Pensions, Active and Passive Investments, Alternatives to Savings Accounts, Auto-Enrolment for Small Employer, Capital Gains Tax Planning, Creating an Effective ISA Strategy, Equity Investing, Estate Planning and much, much more.
A well-informed client is a valued client; and the more that a financial services firm does to ensure that their clients are both aware and have a conversational knowledge of contemporary financial issues, the stronger the foundations upon which to build a lasting and profitable relationship.
OneApp for Communications and Engagement in Financial Services helps in this regard.
Though there is plenty of financial related news and information available, the key from a relationship perspective is to take ownership of the information.
To take it in its original form, put your own individual perspective on it and then to present it as your own.
This not only helps to differentiate from the rest of the financial services providers but it also gives the user another contact point with you and, thus, help to build the relationship.
Instead of searching online, they will simple come to you … which is what it is all about.
Proactive engagement generally takes the form of sending a pdf or online newsletter by email – but who really has the time to digest these in one sitting; or to return to them a few days, weeks or months in the future?
OneApp for Communications and Engagement in Financial Services works by providing not only a quick and easy to access portfolio of service, but also a direct communications channel through which to educate and inform across a range of financial issues.
OneApp also enables the most current versions of legislative and regulatory compliance to always be to hand.
OneApp for Professional Services