How the solution works

You can access our Core Client Communication Package via a simple subscription model. We provide an online marketing store supported by a team of financial services marketing experts. The store is home to all the elements of the Core Client Communication Package and other pre-written and pre-designed marketing materials.

When you subscribe, we will register your firm and setup individual advisers on the store, and provide unique usernames and passwords. We will review your existing logo to ensure its quality (and rework it if necessary) and design a bespoke 'header' which will include your logo and contact details. Your bespoke header will automatically populate on most of the PDF and print items in the Core Client Communication Package. You will also have access to our email solution where the items will be available as email templates. There will be a small charge to send these to your clients.

Your complete solution to client communication

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01279 657555
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