what we do
Engage:cs works with financial services businesses looking to generate more revenue from their existing client banks.
By helping you to understand your most valuable asset, your client base, you can effectively communicate with the right clients at the right time with the right products and services to ensure the greatest revenue opportunities are not missed.
understanding your clients
By understanding your entire client base (and not just those you have dealt with recently) you will be able to target the right clients at the right time. Your time will be spent efficiently as you talk to only those customers who are likely to provide you with the greatest returns and will stay as loyal clients with you post RDR.
Our client base audit can answer many key questions you are likely to be asking at this moment in time:
- How accurate are the contact details for my clients and can I ensure these details are up to date?
- What products are my clients likely to buy in the future?
- What type of clients do I have (segmentation)?
- What type of marketing works best for each of my clients?
- What clients have products with other IFA’s or product providers?
- How can I identify clients that are likely to pay a fee in the future?
- If I want to sell my business how do I secure its true worth? – click here to go to our buying/ selling IFA page
To give you a bit more detail on our audit, we have prepared an – Audit FAQ page for you to read.
To see how a client audit can help your business, click the button below to receive a sample Audit Summary Report.
communicating with your clients
Once you have a complete understanding of your clients the next step is to communicate with them with words and products that are relevant to their situation. We have a market leading email newsletter service which will do the following:
- Generate advice enquiries from your own client bank
- Satisfy the pending FSA requirements to service clients to ensure continuation of renewal commission and fees
- Understand what financial needs your client has by allowing clients to select areas of interest to them
- Strengthen the relationship between your clients and your business
- Ensure clients think of your business when they need financial advice
- Ensure clients talk about your business when others need financial advice
Our cutting edge newsletter service works for your clients – in response to it, they are able to tell you what is important to them. This not only allows us to tailor the content of any client communications right down to an individual level but also acts as a trigger for spotting future opportunities.
finding new clients
Quite often it proves necessary for you to find new clients to supplement enquiries generated from your existing client base. When you make that decision you are likely to be faced with a myriad of options covering, advertising, lead generation, data, referral system etc.
By developing a comprehensive understanding of your client base and what type of clients deliver the best commission income, we can work with you to help you find similar clients from a range of reputable sources including prospect pools, telephone qualified lead generation and affinity partners.
All these methods are immediately measurable so that you can see if you are getting value for money.
Engage:cs are also able to carry our more complex modeling to examine what clients deliver the best returns to you as a business, allowing you to make key strategic decisions based on factual evidence
To discuss how our client acquisition and business modeling services can help your business, please call us on 0117 2001 002.