SlideShare a Scribd company logo
Content | Design | Technology
                                www.bizenews.com
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?
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?
 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.
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!
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 $150,000 per annum of potential revenue

   Imagine if the 30% hadn‟t been lost !
Dealer Group, Adviser or Broker –

             Biz-e-news has a package for you


   Quickstart design     – be sending within the hour

   Custom design         – tailored to your specifications

   Dealer Group design   – discounts to all advisers

   Bundle                – email + hardcopy newsletter
                            use ours, write your own or we can
   Content?              – arrange to ‘tailor make’

   We „Do it for you‟    – only $150 per issue

   Something different? – tell us what you want !
Easy as 1, 2 , 3



1. Client Subscriber lists - flexible database

2. Newsletters - create, edit, review

3. Campaigns - send & track responses
Step 1. Manage one or more client lists -

Automatic bounce, unsubscribe management

            Targeted Marketing
Step 2. Manage your Newsletters

   Easy create and review. Archive list always on hand




4 quick steps to create an issue that is ready to send
Set up your details – once only
Add „About Us‟ , a staff profile, a running commentary on life ...
Professional memberships?

Add yours to improve professional credibility.
Do you Facebook, LinkedIn or Twitter?

Add your links to pull your web presence together
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.
Check that it looks just right ...




                    „Preview‟ the newsletter you
                    have just created before
                    sending to your recipient
                    list(s)


                      Recognise this one?
Step 3. Campaigns – SEND your newsletter

    Statistics show immediate Results
How many received, opened , bounced, clicked...
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!
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?
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 ?
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 ?
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
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
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
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-
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 .
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
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
Do YOU believe YOUR clients
         really are Loyal ?

        Put it to the test –

Let Biz-e-news make the difference

      TALK TO ME TODAY!
Tel: (02) 4631 4805

    www.bizenews.com

Content | Design | Technology   www.bizenews.com

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Biz-e-news - for Finance professionals

  • 1. Content | Design | Technology www.bizenews.com
  • 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 $150,000 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  Custom design – tailored to your specifications  Dealer Group design – discounts to all advisers  Bundle – email + hardcopy newsletter use ours, write your own or we can  Content? – arrange to ‘tailor make’  We „Do it for you‟ – only $150 per issue  Something different? – tell us what you want !
  • 8. Easy as 1, 2 , 3 1. Client Subscriber lists - flexible database 2. Newsletters - create, edit, review 3. Campaigns - send & track responses
  • 9. Step 1. Manage one or more client lists - Automatic bounce, unsubscribe management Targeted Marketing
  • 10. Step 2. Manage your Newsletters Easy create and review. Archive list always on hand 4 quick steps to create an issue that is ready to send
  • 11. Set up your details – once only Add „About Us‟ , a staff profile, a running commentary on life ...
  • 12. Professional memberships? Add yours to improve professional credibility.
  • 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.
  • 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
  • 17. How many received, opened , bounced, clicked...
  • 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-
  • 26.
  • 27.
  • 28.
  • 29. 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 .
  • 30. 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
  • 31. 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
  • 32. Do YOU believe YOUR clients really are Loyal ? Put it to the test – Let Biz-e-news make the difference TALK TO ME TODAY!
  • 33. Tel: (02) 4631 4805 www.bizenews.com Content | Design | Technology www.bizenews.com