Improving Client Relationships through E-Marketing

Want better relationships with your current and prospective clients? e-Relationship is just the tool you need.

Indisputably, the key to our industry is building relationships. Good client relationships lead to happier customers and thus more referral-based business. Who doesn’t like the sound of that?

e-Relationship is an e-marketing tool that keeps you top-of-mind with your prospects and clients throughout the year. All you have to do is choose which contacts you want to connect with, and then schedule your automated e-communications to be sent throughout the year, based on criteria you provide. With a large variety of content to choose from; including approximately 150 different e-cards, 15 review checklists, 60 e-storyboards and more, no prospects or clients will go unnoticed!

If you’re looking for a reason to connect with your clients, e-Relationship can help you. The selection includes:

– e-cards: birthday, anniversary, holiday and more

  •    Elevate you above your product or service and shows you are genuine and caring
  •   Create appreciation from clients, which can lead to increased appointments and sales

– e-storyboards: bring attention to important financial issues

  •   Generate selling opportunities with annual reviews and more
  •  Provide the opportunity to have clients request additional information and call to schedule an appointment

– e-invites: seminar, open house or any special event

  •  Build personal recognition while serving valuable needs, such as volunteering and local organizations
  •  Reinforce your reputation as someone who cares and is connected with the group

All of these messages can be pre-programmed and will be sent at your pre-set intervals. You won’t have to remember to do anything else after you set it up!

Nurture your client relationships and show them they are more than a number by connecting with them throughout the year simply by setting up a customized touch-point strategy.

Let the largest and most robust e-marketing tool in the market strengthen the communications and relationships you have with prospective and current clients. Learn more about this program and how you can make it work for your business by contacting your CreativeOne sales team at 800.992.2642 or by visiting e-Relationship in the Dynamic Marketing Portal.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

CP-0475 – 2015/8/3

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