Financial Network

Engage Client Solutions (Engage:cs) is able to deliver IFA firms and Mortgage and Insurance brokers a cost effective, revenue generating service whether that is through the acquisition of new clients or effective communication strategies with existing clients.

Bridge the Protection Gap,....One Client at a Time.

With protection rates more competitive than ever and a growing protection gap, there has never been a better time to secure new clients seeking protection advice.

Engage client Solutions provides IFA and mortgage firms with high quality telephone qualified life enquiries, where the consumer is actively seeking advice. We source enquirers for financial advice and through our in-house telephone qualification verify who they are, what they require and ensure contactability before putting you in touch with them.

As an exclusive offer available only through the Financial Network, we will provide these prospects at a 10% reduced cost of £54 per enquirer. All enquirers sent to you will have been contacted to verify:

• They are actively seeking advice
• Details on existing life cover (minimum sum assured will be £75k)
• All personal details
• Contactability and best time to contact

All these potential customers will be delivered to you in ‘real-time’ and you can target by postcode so that you only get the customers you want.

For more details on our telephone qualified life leads, please call Jonathan Barrett on 07795 816 769

Engage Client Services

Engage:cs can also deliver IFA firms, large mortgage brokerages and other professional organisations a structured communications programme that get your clients attention and lead to increased sales and revenues for your business.

The key phases of the Engage:cs offering are:

• Database Audit - Adhering to the strictest privacy and security practices, we will audit your client bank to create a clean and marketable database, facilitating targeted communications.
• Engagement - Using state of the art marketing technology, we will be able to provide bespoke, informative white labelled newsletter communications to engage your customers and provide the opportunity for new product sales.
• Optimisation - With our skills and technology, www.engagecs.co.uk will be able to market appropriate products to the right customers at the right time as well as generating appointments for product cross-sell, up-sell and renewal.

For further details of our engage:cs programme, visit our website at www.engagecs.co.uk or call Jonathan Barrett on 07795 816 769.