 |
 |
|||||
 |
||||||
|
||||||
| Vendors | |
| Financial Planning | |
| Contact Mgmt | |
| Portfolio Mgmt | |
| Asset Allocation | |
| Websites | |
| Presentations | |
| More.... | |
| Resources | |
| Articles | |
| Tools & Checklists | |
| Free Tools | |
| Calculators | |
| PowerPoint Slides | |
|
| Vendors > Client Communications | |||||
| Client
Communications e-newsletters, presentations, brochures |
Related Links | ||||
| All
Vendors |
|||||
Advisor Products Inc. 1025 Old Country Road, Suite 223 Westbury, NY 11590 Phone: (888) 274-5755 Website: www.advisorproducts.com Advisor Products is a leading financial services client communications and marketing company, serving more than 1,800 independent financial advisors. If you want a great website, client newsletter, or brochure, you’ll love us. We can write your marketing copy, design your logo, print your stationery and give you advice and ideas. You’ll find our technology and personal service superb because we don’t settle for less. Top e-Relationship Identity Branding 3300 Battleground Ave, Suite 250 Greensboro, NC 27410 Phone: (800) 851-8169 Email: info@identitybranding.com Website: www.e-relationship.com e-Relationship was the first client and prospect email connection tool in the Insurance and Banking sector in the U.S. and Canada and today, it is indisputably the largest and most robust! Set it and forget it. With our Automatic e-Strategy, you can sit back and watch the requests for information come in throughout the year: 7-12 e-Storyboards, 4 e-Checklists, 4 e-Holiday Cards, 3 Birthday, Spouses Birthday & Wedding Anniversary e-Cards, 3 e-Inspirational Book Reviews and 4-12 e-Newsletters. Top Erado Message Control Solutions 321 Burnett Ave.S. Suite 100 Renton, WA. 98057 Phone: (866) 673-7236 Email: sales@erado.com Website: www.erado.com Erado is a leading provider of secure, hosted email archiving, message security, disaster recovery, encryption, and compliance solutions. Founded in 1994, the companies solutions are trusted by banks, broker/dealers, financial advisors, utilities, healthcare, and manufacturing firms worldwide Since its inception Erado has had a perfect regulatory audit track record. Erado’s email archiving services are used by non-regulated companies as a proactive solution for e-discovery. Erado’s SecureMail hosted email encryption services provide a software and hardware free solution to complying with state and federal email privacy laws. Erado’s email campaign management service provides an easy to use, web enabled, feature rich email marketing application that works with any email provider, archiving, and compliance solution on the market today. Erado’s email campaign manger allows you to create and manage newsletters, press releases, recommendations, and more.Building and managing one list or multiple lists is quick and easy. Customized newsletters can be created with your software or with our easy to use online html editor. Top Family Office Network 2665 Fourth Ave. San Diego, CA 92103 Phone: ( 866) 801-1553 Email: sales@familyofficenetwork.com Website: www.familyofficenetwork.com FamilyOfficeNetwork is a leading provider of web-based client portals for advisory firms giving them the ability to securely share any type of file, report, or document with clients and the clients’ other advisors through a well-organized virtual vault. Tasking and other unique communication tools are included to help advisors more efficiently communicate, collaborate, and coordinate with clients and the clients’ advisory team. Advisors across the country have discovered significant savings in time and money, while improving their client service and technology offerings with FamilyOfficeNetwork. At the same time, they’ve experienced increased referrals, as a result of better collaboration with other professionals. Top Financial Topics Integrated Concepts Group, Inc. 29777 Stephenson Highway Madison Heights, MI 48071 Phone: (800) 338-4329 Email: csr@icgnews.com Website: www.icgnews.com Are you looking for a marketing tool that is easy to implement, requires little of your time, provides a steady stream of pertinent information to clients and prospects, and gives you feedback on who is reading your marketing messages -- all for a reasonable price? If so, then you should take a look at our new e-mail newsletter, Financial Topics. Integrated Concepts Group, Inc. publishes a variety of marketing newsletters and brochures for clients and prospects of financial service providers. Our clients include financial planners, stock brokers, insurance agents, bankers and accountants. Top HNW 936 Broadway, 5th Floor New York, NY 10010 Phone: (212) 258-9200 Website: http://hnwadvisor.com Advisor eSuite is HNW's SaaS software platform designed to empower independent advisors, small practices and enterprises to create, target and deliver sophisticated e-newsletters and client communications. HNW Advisor eSuite was born out of HNW's wealth market insight, technology leadership and custom publishing expertise. It's a growing toolkit of resources and information that empower financial advisors to build their practices with high-quality customizable e-communications and to gather measurable data to optimize future client interactions-creating more personalized, relevant client experiences while also maximizing return on their marketing dollar. HNW Software, Inc. is a wholly-owned subsidiary of HNW Inc. and provides customized marketing software solutions to the U.S. Wealth Management market. Our software solutions and professional services are used today by over 10,000 financial advisors and the world's leading wealth management institutions. Our commitment to technology and innovation continues to guide the development of proprietary software products designed to engage your clients in ways that deliver quantifiable results. Top Leadfusion Email 12707 High Bluff Drive, Suite 325 San Diego, CA 92130858.259.2100 Phone: (858) 259-2100 Email: learnmore@leadfusion.com Website: www.leadfusion.com Leadfusion EMAIL helps you reach prospects with timely and relevant email messaging when they are in-market for a financial product or service. By capturing the email addresses of your online leads while they are at your website, call center or retail branch. Leadfusion EMAIL allows you to re-engage with consumers once they’ve left and to deliver a series of personal, ongoing communications relevant to their interests and qualifications. Leadfusion EMAIL is not only a great stand-alone solution; it’s also a valuable addition to Leadfusion CALCULATORS. Top Liberty Publishing, Inc. 85 Sam Fonzo Drive Beverly, MA 01915-1000 Phone: (800) 722-7270 X135 Email: sales@libertyink.com Website: www.libertyink.com Liberty's newsletters can also be used on your Website or via email. We'll create all the graphics and personalization as well. Personalized newsletters are the flagship products in our line-up. We create newsletter programs for your representatives and provide them with the ability to deliver a customized product with compliant content directly to their client base. Our editorial staff supplies compelling content, our design team creates mastheads and layouts consistent with each organization, and we market the program in concert with the efforts of parent organizations. Top Moneymax® Financial Psychology Corporation P.O. Box 867 Sarasota, FL 34230-0867 Phone: 941-346-7558 Email: info@financialpsychology.com Website: www.financialpsychology.com By using the Moneymax Profiling System you will: Gain client trust faster, Gain better insight into your clients’ financial decision-making styles, Learn to communicate more effectively with clients, targeting their investing styles and needs more quickly, Helps to satisfy “Know Your Client” and “Client Suitability” regulations, Achieve greater client satisfaction, promoting stronger, long-term client relationships, Increase referrals from satisfied clients. Pioneered by psychologist Dr. Kathleen Gurney, the Moneymax Profiling System is used by investment and financial experts throughout the world to access their client’s financial attitudes and behavior. Subscribers to this highly-praised, success-proven service truly have the edge in understanding, communicating with and assisting their clients. Top MoneyTrax P. O. Box 2702 Mandeville, La. 70470-2702 Phone: (985) 674-7842 Email: moneytrax@charter.net Website: www.moneytrax.com MoneyTrax, Inc., and the “Circle of Wealth” system were founded in 1994 to help financial services professionals significantly improve the level and quality of communication with clients. The core business of MoneyTrax is to facilitate, develop, and distribute innovative programs that more effectively identify and explore the negative impact of wealth transfers in the building of wealth. Current programs take potential clients from the introductory meeting through a range of discussions on the various types of wealth transfers and process-oriented solutions. These discussions include but are not limited to taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. While there are many software and sales tools written for the agent or financial advisor, there is little available in the financial services industry written for the client. The “Circle of Wealth” System created by MoneyTrax aids the representatives in communicating with their clients Top Newkirk 15 Corporate Circle Albany, NY 12203 Phone: (800) 525-4237 Email: info@newkirk.com Website: www.newkirk.com For more than 30 years, Newkirk has been a trusted resource for the marketing communications tax, financial, and retirement plan professionals depend upon to grow their businesses. Our high quality, dependable printed and electronic booklets, brochures, newsletters, and presentations have helped thousands of professionals easily and effectively educate their clients and prospects on topics of importance, while promoting their businesses. Our writers are financial specialists who understand your business and your specific needs – CPAs, CFPs, and attorneys. Our award-winning creative services team has years of experience working with financial firms large and small. Newkirk offers innovation in publications management. Newkirk offers efficient online publishing systems for financial professionals and institutions alike. Top Standard & Poor’s Financial Communications 111 Huntington Avenue, Sixth Floor Boston, Massachusetts 02199 Phone: (800) 326-7697 Email: infofc@standardpoors.com Website: fc.standardandpoors.com Standard & Poor’s Financial Communications’ innovative Newsletter OnDemand is the premier turnkey marketing solution for financial advisors to create and distribute custom generated, personalized and branded eCommunications. Use this tool to respond to market events, reach out to prospective clients, help prepare clients for portfolio reviews, or as a follow-up to meetings, calls, and seminars. Create periodic eNewsletters to different practice segments or take advantage of different life stage eNewsletters created by S&P Financial Communications. Advisors receive access to FINRA-reviewed articles and market and economic analysis from Standard & Poor’s. Top Zip Drip Phone: (360) 574-2400 Email: sales@zipdrip.com Website: www.zipdrip.com Instant Email Newsletters For Insurance Agents. Sell More Insurance, Get Rock-Solid Retention and Completely Dominate Your Market With This Automatic Email Newsletter System – in 5 to 7 Minutes Per Month! Let ZIPDRIP email a fascinating, money-making newsletter to your clients, prospects, VIP’s once a month – every month! Let ZIPDRIP personalize every single newsletter – so it looks and feels like it’s coming from you...thoughtful, caring – and captivating! Four proven NEWSLETTERS to choose from: P&C Commercial or Personal Lines; Life/Financial Planning; Health/Benefits – or choose all four! Written for you! |
|||||
 |
 |
 |
 |
home | about us | contact | terms of service | privacy | help
© 2011 AdvisorTek.com. All rights reserved.