Platinum Finance

"Having launched a monthly newzapp newsletter we have seen benefits in client retention and direct engagement with our calls to action" says Managing Director Kevin Fowler.

 
Platinum Finance is a firm of mortgage brokers and Independent Financial Advisers (IFAs) with the IFAs trading under the brand Platinum Wealth Management.  They have 30 plus Advisers spread around the country and use a variety of mediums to deliver their advice.

They have two newsletters, a monthly one aimed at generic financial planning and their mortgage clients in particular and a quarterly economic outlook aimed at those clients using their Wealth Management service to manage their Pension and Investment funds.

"Having launched a monthly newzapp Newsletter in May 2009, we have seen benefits in client retention and direct engagement with some of our calls to action." Says Managing Director Kevin Fowler.

"My main ambition for 2010 is to see the “forward to a friend” feature help us grow our database and increase the opportunities we have to win new clients."

"Further quarterly newsletters for our Wealth Management and Employee Benefit teams are planned as we start to segment our database in a more effective fashion and try to ensure we deliver the right messages, to the right people, at the right time.  I’m also looking forward to seeing how we can enhance the delivery of our quarterly investment updates which will require the integration of our back-office system, our website and newzapp to deliver fund values and asset allocation strategies in a visually commanding format."

"My challenge has been to cope with how quickly each month passes by and to continue to create new and interesting content but client feedback has been great and always reminds me that our clients won’t know how well we are doing unless we tell them and they value an on-going education on economic and financial education delivered in a format they are encouraged to engage with."

Visit the Platinum Finance website to find out more about their services.

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