2. What are we providing a solution for?
The Ongoing Problems
Problem 1:
Client attrition rates are eating into your baseline profits!
How do you implement a cost effective client retention program?
Problem 2:
The Australian Financial Services Market is more competitive than ever before!
How do you differentiate?
Problem 3:
Customer acquisition costs are too high!
How do you generate pre-qualified leads for far less?
3. and then there is FoFA (Future of Financial Advice) ….
The main things of concern with FoFa are -
• SERVICING CLIENTS
• Portfolio PERFORMANCE and
• COST BASE relative to performance
What does this mean to YOU, how are you addressing it?
ACCOUNTABILITY
- how do YOU justify YOUR performance to YOUR clients
- is a letter of reminder to „Opt In‟ every few years going to be enough?
4. Servicing a client is more than just a huge SOA and stock picking!
It is staying in touch and educating them in line with economic cycles
Biz-e-news helps relieve the pressure of SERVICING and
EDUCATING your clients on the highs and lows of the market by
keeping in touch regularly
Fully automate your contact points with an e-based, interactive
newsletter publication
Biz-e-news is an ESSENTIAL TOOL to the sales process.
5. Research from the large banks say –
If you are in touch with your client at least 7 times a year you
are unlikely to lose that client.
Monthly contact gives the BEST RESULTS!
6. Client Retention Issues Case Study
A Sydney based Practice gave us permission to survey his client database
600 Clients were called from his clients database
22.5% - Wrong Numbers/Disconnected
4.5% - No Longer Wanted to be a Client
3.0% - Asked to be Removed From Database
Total Clients Lost – 30.00%
Of the Total database 8% wanted to discuss new Business
If you consider an average revenue of $3,000 per client that„s
close to $540,000 per annum of potential revenue
Imagine if the 30% hadn‟t been lost !
7. Dealer Group, Adviser or Broker –
Biz-e-news has a package for you
Quickstart design – be sending within the hour ($99 set up)
Custom design – tailored to your specifications ($660 setup)
Dealer Group design – discounts to all advisers
Bundle – email + hardcopy newsletter
use ours, write your own or we can
Content? –
‘tailor make’
We „Do it for you‟ – only $165 per issue*
Do it yourself – only $99 per issue
Something different? – tell us what you want !
* Depending on your requirements.
13. Do you Facebook, LinkedIn or Twitter?
Add your links to pull your web presence together
14. Add your introduction, choose your articles
and it is ready to send!
Add your own
introduction /
editorial with
the easy editor.
Select up to 8 articles
from the library list
below with the click of a
button
Have your own articles?
Save into your private library so
only authorised users can access
them.
15. Check that it looks just right ...
„Preview‟ the newsletter you
have just created before
sending to your recipient
list(s)
Recognise this one?
16. Step 3. Campaigns – SEND your newsletter
Statistics show immediate Results
18. Step 3. Campaigns
Biz-e-news ranks which clients are most interested – or not !
Know which of your
clients is opening your
newsletter – or NOT .
A great reason to call!
19. Check who clicked on what and how often. BOX direct from the link click!
THE MAGIC Email
Biz-e-news ranks Link Clicks by Client and Link
Which links were
clicked and how
many times ?
See who clicked
and what they
read?
20. Check who clicked on what and how often. Email direct from the–
Biz-e-news ranks the most INTERESTED READERS link click!
Who is most interested -
and in what?
Click on the email address to
see what they read and how often.
Did they take action ?
Will YOU ?
21. Check who clicked on what and how often. Email direct from the link click!
Biz-e-news ranks which ARTICLE or LINK
is generating the most interest
Which links were
clicked and who
clicked them ?
22. Check who clicked on what and how often. Email direct from the link click!
Biz-e-news shows you who has the most interest
in each link
Click on the article to see who
read it
23. Check who clicked on what and how often. Email direct from the link click!
Biz-e-news shows you who has the most interest
in each link
Click on the article to see who
read it
Click the email address to
go directly to Outlook
24. Check who clicked on what and how often. Email direct from the link click!
Biz-e-news shows you who has the most interest
in each link
Click on the article to see who
read it
Click the email address to
go directly to Outlook
Immediate follow-up to
individuals or groups
25. Check who clicked on what and how often. Email direct from the link click!
Biz-e-news makes PROACTIVE EASIER
YOU need to be proactive to protect your clients and
build YOUR business
Use the tool that makes it easy-
30. Dealer Group , Adviser or Broker –
Biz-e-news is perfect for service providers and professionals
because it –
• Allows you to attract more qualified prospects efficiently and at low cost.
• Educates clients and prospects about how and why you‟re different from all your other “me
too” competitors.
• Builds trust with clients and prospects so they feel comfortable contacting you to discuss
your solutions.
• Allows easy follow up with clients and prospects to continually add value and keep you
and your business “front and centre” in their minds.
• Can “scale” easily. You can manage 5,000 clients as easy as you can manage 500.
• Generates more business, for less cost, with less effort .
31. Dealer Group, Adviser or Broker –
Put simply, Biz-e-news will make you a lot more than it will ever cost.
A simple but effective marketing tool that brings customers into your
business and helps to keep them there!
In short –
Everything you need to start getting immediate results
32.
33. Your clients and their friends
are most likely „out there‟ using
Put it all together ...
34.
35. Do YOU believe YOUR clients
really are Loyal ?
Put it to the test –
Let Biz-e-news make the difference
TALK TO ME TODAY!
36. Biz-e-news Service Summary
Solution Introduction
Biz-e-news ™ is an eNewsletter solution designed especially
for the financial services industry
It is unique in its ability to bolster client retention and
generate low-cost high-quality pre-qualified leads.
Features
• Fully Scalable 1 to 10,000+ Advisers
• Fully Scalable 1 to 10m+ Clients
• Opt-in Opt-Out Functionality
• Full Adviser Reporting
• Do it for you service
• Developed by advisers for advisers
Biz-e-news Benefits
• Significant Increases in Client Retention
• Personalised Adviser Client Communication
• Cost Effective Lead Generation
• FSRA | Privacy | SPAM | CCA compliant
• Professional Content Design
• Functional Navigation
• Adviser Personalised
• Client Personalised
• Real time read tracking
• Replaces time and $ costly print with easy email
distribution
• Be sure your e-news goes out on time every time
Biz-e-news Image Personalisation branded with your individual look & feel
