biz-e-news slide show for finance

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This is a quick overview of the benefits of the Biz-e-news email newsletter service for the Finance Industry.

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Page 1: Biz-e-news slide show for Finance

www.bizenews.comContent | Design | Technology

Page 2: Biz-e-news slide show for Finance

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?

What are we providing a solution for?

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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?

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Servicing a client is more than just a huge SOA and stock picking!

Biz-e-news is an ESSENTIAL TOOL to the sales process.

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

It is staying in touch and educating them in line with economic cycles

Page 5: Biz-e-news slide show for Finance

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!

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A Sydney based Practice gave us permission to survey his client database

Client Retention Issues Case Study

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 !

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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

Content? –

We „Do it for you‟

Do it yourself

Something different? – tell us what you want !

use ours, write your own or we can

‘tailor make’

– only $165 per issue*

* Depending on your requirements.

– only $99 per issue

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Easy as 1, 2 , 3

1.Client Subscriber lists - flexible database

2.Newsletters - create, edit, review

3.Campaigns - send & track responses

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Step 1. Manage one or more client lists -

Automatic bounce, unsubscribe management

Targeted Marketing

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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

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Set up your details – once only

Add „About Us‟ , a staff profile, a running commentary on life ...

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Professional memberships?

Add yours to improve professional credibility.

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Do you Facebook, LinkedIn or Twitter?

Add your links to pull your web presence together

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Add your introduction, choose your articles

and it is ready to send!

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.

Add your own

introduction /

editorial with

the easy editor.

Page 15: Biz-e-news slide show for Finance

Check that it looks just right ...

„Preview‟ the newsletter you

have just created before

sending to your recipient

list(s)

Recognise this one?

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Step 3. Campaigns – SEND your newsletter

Statistics show immediate Results

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How many received, opened , bounced, clicked...

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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!

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Check who clicked on what and how often. Email direct from the link click!THE MAGIC BOX

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?

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Check who clicked on what and how often. Email direct from the link click!Biz-e-news ranks the most INTERESTED READERS –

Click on the email address to

see what they read and how often.

Did they take action ?

Will YOU ?

Who is most interested -

and in what?

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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 ?

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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

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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

Page 24: Biz-e-news slide show for Finance

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

Page 25: Biz-e-news slide show for Finance

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-

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biz-e-news Quickstart Templates

– $99 one-off set up

Add your own logo and photo and

make it yours

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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 –

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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

Dealer Group, Adviser or Broker –

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Your clients and their friends are most likely „out there‟ using

Put it all together ...

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Do YOU believe YOUR clients really are Loyal ?

Put it to the test –

Let Biz-e-news make the difference

TALK TO ME TODAY!

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Biz-e-news Service Summary

Solution IntroductionBiz-e-news ™ is an eNewsletter solution designed especially

for the financial services industryIt 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

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www.bizenews.com

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Tel: (02) 4631 4805

www.bizenews.com