I Just Don’t Get Apps!
Why are Accountancy, IFA and IFP firms
launching smartphone & tablet Apps?
To Where We Are Today
Is an App:
• A Vanity project
• Full of gimmicky features clients will not use
• A pointless fad that will die out
Who is ...
You don’t HAVE to have one
It’s not a magic wand
It’s not a Holy Grail
It is up to you to assess the pros & cons
Its not a mobile website
An App does what a mobile site CANNOT do
Track Mileage
Manage Receipts & Income
Provide real-t...
Apps Dominate
Mobile Web
5 C’s
• Creation
• Context
• Content
• Communication
• Control
Creation
It surprised us!
A GOOD marketing tool
A way of differentiating our clients from other firms
So we built one. . . .
Its wh...
End Users Loved Them
‘They’ Led Us
Over
25,000
of them
They told their advisors what ‘they’
wanted
• Social Media & Skype integration
• More calculators
• Mileage Tracker
• Rece...
And ‘they’ got it
CONTEXT
So while we discuss ‘Why Apps’
‘they’
your clients and prospect’s
‘they’ are using Apps
‘they’ want Apps
An App is:
The most affordable
Effective
Productive
Efficient
Tool for you to reach & interact with existing &
future ...
This is commonplace
The most exciting
thing I have seen in
over 45 years of
accountancy
For businesses, the App ecosystem
represents a commercial and
customer services opportunity that
should not be missed.
Jamie Gordon - Lynas Vokes
“As a firm of investment managers we know a growing number of
our clients and potential clients...
Thomson Reuters’
The mobile App enables practioners to bring
their clients a new dimension of functionality
while maintain...
“A complete no-brainer! In today’s high-tech
world accountancy firms MUST launch their own
App.”
Never in history has it been possible to be this close
to your clients and prospects
All of the time
At Low Cost
With Zero...
So where does the
come from?
Speed can be unsettling
Since 2007 there are now 1.2 billion people
using Apps regularly
This number is set to expand by 3...
Its Happened So Fast
That most haven’t even bothered to take notice
It Just Seems Natural
“I had a sense, I knew, that App...
The Post PC Era
Exciting Times & Astonishing
Opportunities
Hyper Personalised Media
168 minutes per day watching TV
158 minutes per day on...
CONTENT
What Can An App Do?
Mobile is the number one communication
channel.
Apps will become the interface between a firm
and its ...
As Close to Bespoke As Possible
Calculators
16 Powerful Calculators
Dividend Verses Salary Corporation Tax Income Tax
Should I Incorporate? Increased Prof...
Great Content
Tax Tables Financial Dates Key Practice Info
Click 2 Call Financial News Precious Metal Tracker
Blog Stream ...
Amazing Tools
Photo Receipt Manager
Mileage Tracker
Income Management
Portfolio Tracker
Communication
A Permission Based Mobile
Communication Channel
A deeply personal connection
Push is the voice of your App
Communication made Easy
Communicating with clients & prospects can be
difficult, time consuming and unproductive.
Having a...
Stop Fighting
Push Messages don’t fight for space in an inbox
or mailbox
Generate an 80% + open rate
Can be scheduled in a...
Lets Have a Closer Look
Emails Push
Inboxes are overflowing Personal connection
Data accuracy vital Client manages data
Bo...
What do clients use them for?
• Promote local events, networking etc
• Advise on topical blog or news articles
• Budget an...
OK I ‘get it’ but what about ROI
Increased Referrals
Direct Enquiries
App Promotion
Increased Customer Loyalty
Hours of Ti...
No ‘Selling’ Just Give it Away
Giving away your ‘Free App’ implies:
You are different Than their existing advisor
You are ...
MyFirmsApp
Built for Advisors
Inspired by End Users
Proven, Tried, Tested and Fully Endorsed
Your Personal Demonstration
Simply Register for your FREE 1:1 App
Demo in 3 ways
1.Email me direct on
danielr@myfirmsapp.c...
I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps
I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps
I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps
I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps
I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps
I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps
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I just dont get apps why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

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Hundreds of firms are launching Apps for clients and prospects. They are experiencing increased referral generation, fantastic client feedback and terrfific PR and marketing with no more effort than they are already investing - indeed it often saves them and their clients time!

Yet many firms are still uncertain about the need or use of Apps for their firm and their clients. This webinar explores some of the context and direct experiences that firms are discovering and helps you make the decision whether an App and the use of mobile technology is indeed 'right' for your firm.

Published in: Business, Technology
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  • CREATION
  • I just dont get apps why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

    1. 1. I Just Don’t Get Apps! Why are Accountancy, IFA and IFP firms launching smartphone & tablet Apps?
    2. 2. To Where We Are Today
    3. 3. Is an App: • A Vanity project • Full of gimmicky features clients will not use • A pointless fad that will die out Who is going to use it anyway?
    4. 4. You don’t HAVE to have one It’s not a magic wand It’s not a Holy Grail It is up to you to assess the pros & cons
    5. 5. Its not a mobile website An App does what a mobile site CANNOT do Track Mileage Manage Receipts & Income Provide real-time news & data Powerful Communication platform Integrate with other tools & other Apps
    6. 6. Apps Dominate Mobile Web
    7. 7. 5 C’s • Creation • Context • Content • Communication • Control
    8. 8. Creation
    9. 9. It surprised us! A GOOD marketing tool A way of differentiating our clients from other firms So we built one. . . . Its what happened next that really surprised us!
    10. 10. End Users Loved Them
    11. 11. ‘They’ Led Us
    12. 12. Over 25,000 of them
    13. 13. They told their advisors what ‘they’ wanted • Social Media & Skype integration • More calculators • Mileage Tracker • Receipt Manager • Income Tracker • Precious Metals data • More Integration
    14. 14. And ‘they’ got it
    15. 15. CONTEXT
    16. 16. So while we discuss ‘Why Apps’ ‘they’ your clients and prospect’s ‘they’ are using Apps ‘they’ want Apps
    17. 17. An App is: The most affordable Effective Productive Efficient Tool for you to reach & interact with existing & future customers.
    18. 18. This is commonplace
    19. 19. The most exciting thing I have seen in over 45 years of accountancy
    20. 20. For businesses, the App ecosystem represents a commercial and customer services opportunity that should not be missed.
    21. 21. Jamie Gordon - Lynas Vokes “As a firm of investment managers we know a growing number of our clients and potential clients use Apps. So we knew we needed to find a way to reach out to them in a modern, technologically advanced manner. To interact act with them via the devices they use every day, smartphones and tablets. When we saw the demonstration of the Your IFA APP solution we knew this was the perfect solution for us. The entire process from enquiry and order to App going live in the Apple and Android stores has been fast, efficient and professional.”
    22. 22. Thomson Reuters’ The mobile App enables practioners to bring their clients a new dimension of functionality while maintaining their own branding and identity. Building better relationships, and providing a level of service and sophistication that wasn’t possible for small and mid-sized firms in the past.
    23. 23. “A complete no-brainer! In today’s high-tech world accountancy firms MUST launch their own App.”
    24. 24. Never in history has it been possible to be this close to your clients and prospects All of the time At Low Cost With Zero Implementation or Management
    25. 25. So where does the come from?
    26. 26. Speed can be unsettling Since 2007 there are now 1.2 billion people using Apps regularly This number is set to expand by 30% by 2017 Over 80% of an average firms clients use Apps
    27. 27. Its Happened So Fast That most haven’t even bothered to take notice It Just Seems Natural “I had a sense, I knew, that Apps were important – but I didn’t really ‘get it’ or know enough, until….”
    28. 28. The Post PC Era
    29. 29. Exciting Times & Astonishing Opportunities Hyper Personalised Media 168 minutes per day watching TV 158 minutes per day on mobiles 80% of that time is spent in Apps.
    30. 30. CONTENT
    31. 31. What Can An App Do? Mobile is the number one communication channel. Apps will become the interface between a firm and its customers in the next 18-24 months.
    32. 32. As Close to Bespoke As Possible
    33. 33. Calculators 16 Powerful Calculators Dividend Verses Salary Corporation Tax Income Tax Should I Incorporate? Increased Profit Contractor IHT APR Stamp Duty Inflation VAT Payslip Loan Company Car Mortgage and Savings To answer the run of the mill, daily questions in your branding thanks to your App
    34. 34. Great Content Tax Tables Financial Dates Key Practice Info Click 2 Call Financial News Precious Metal Tracker Blog Stream Social Media Skype Integration
    35. 35. Amazing Tools Photo Receipt Manager Mileage Tracker Income Management Portfolio Tracker
    36. 36. Communication
    37. 37. A Permission Based Mobile Communication Channel A deeply personal connection Push is the voice of your App
    38. 38. Communication made Easy Communicating with clients & prospects can be difficult, time consuming and unproductive. Having an App changes this Push messages take seconds to send
    39. 39. Stop Fighting Push Messages don’t fight for space in an inbox or mailbox Generate an 80% + open rate Can be scheduled in advanced No extra charge
    40. 40. Lets Have a Closer Look Emails Push Inboxes are overflowing Personal connection Data accuracy vital Client manages data Bounce rates high 0% bounce rate Open rates of 3 – 4% 80% + higher open rate Difficult to send Seconds to send Legal issues/data protection etc No data stored by you
    41. 41. What do clients use them for? • Promote local events, networking etc • Advise on topical blog or news articles • Budget and financial updates • Wealth Alerts • Tax return reminders
    42. 42. OK I ‘get it’ but what about ROI Increased Referrals Direct Enquiries App Promotion Increased Customer Loyalty Hours of Time saved Future Proof
    43. 43. No ‘Selling’ Just Give it Away Giving away your ‘Free App’ implies: You are different Than their existing advisor You are technologically advanced Their current firm are old fashioned You care enough to launch a free App Their current advisors don’t You are proactive, prepared to reach out Not heard from their firm You are smart, forward thinking & creative Than the stereotypical advisors
    44. 44. MyFirmsApp Built for Advisors Inspired by End Users Proven, Tried, Tested and Fully Endorsed
    45. 45. Your Personal Demonstration Simply Register for your FREE 1:1 App Demo in 3 ways 1.Email me direct on danielr@myfirmsapp.co.uk 1.Register at www.myfirmsapp.co.uk 1.Call our expert team on 0800 8030 826

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