biz-e-news - for finance professionals

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www.bizenews.comContent | Design | Technology

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?

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!

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

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!

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 $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

Content? –

We ‘Do it for you’ –

Something different? – tell us what you want !

use ours, write your own or we can arrange to ‘tailor make’

only $150 per issue

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 articlesand 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. 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?

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?

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-

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

Dealer Group, Adviser or Broker –

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

Do YOU believe YOUR clients really are Loyal ?

Put it to the test –

Let Biz-e-news make the difference

TALK TO ME TODAY!

www.bizenews.com

Content | Design | Technology

Tel: (02) 4631 4805

www.bizenews.com