Designed for financial advisers

Time Saving eNewsletters

The humble eNewsletter - done well - plays an important support role in nurturing healthy, connected client relationships. Designed specifically for financial advisers, our Time Saving eNewsletters give advisers access to hundreds of articles and advice-relevant content, attractive eNewsletter layouts and financial-advice marketing know-how. Read on for more about the features, benefits and how it works. Find out more.

Content Creation

Keep your marketing moving with quality advice content. You can choose to: (1) Subscribe to the FINERGY Financial Advice Content portal for access to hundreds of advice related articles and more - quality compliance-checked content to plug and play in your marketing activities. Or (2) Drive home your specific marketing and brand messages with our custom content services. Find out more.

Custom eNews & eMarketing

Bespoke eNewsletters for individual advisers; Group programmes to support a network of advisers; advice campaigns; referral campaigns; prospect nurturing, and more. Our Custom eNews and eMarketing solutions deliver key messages and bespoke content, purpose-fit for your advice business objectives. We can handle the whole nine-yards from create to send and report, or selected elements. It's up to you. Find out more.

Websites

Bring the value of your advice to life, online. There's no question that a well-designed, easy-to-navigate website is a mandatory in this digital world we live in. From single-page websites to bespoke systems and everything in between, our website solutions are powered by great design and tech, but most importantly, a deep understanding of financial advice. Find out more.

Client Servicing Comms

Like to save time, drive efficiency and complement your personal advice services and contact processes? For annual reviews, home loan health checks, fixed-rate expiries, risk profile checks, KiwiSaver contribution reminders - the list goes on. Take a look at automated client-servicing communications, tailor-made to support your advice business and processes. Find out more.

Social & Campaigns

Building awareness of your advice business? Looking for ways to connect with Kiwis with a specific advice-need? From always-on activity like social media content posting, to planning and implementing digital campaigns to showcase expertise and drive enquiry, our Social & Campaign solutions are informed by eons of experience in financial advice marketing. Get in touch to discuss your plans.

What advisers have to say

FINERGY provides a modern, relevant and engaging marketing and communication service to our organisation. They have a depth of knowledge in the financial services sector, which has allowed us to be key communicators to financial advisers, policy makers, regulators, stakeholders and the public.

Katrina Shanks | Financial Advice New Zealand

Our business is financial services and we need to maintain a very high degree of professionalism and integrity. The team at FINERGY have been nothing short of stellar in their execution of our client contact functions. They are able to pivot to individual requests in super quick time and are always available. They are extremely focused on our specific requirements and most importantly after three years of partnership we consider them to be an integral part of our business and an asset to our clients.

Kirk Hawkins, CII Group

We have been using the services of the team at FINERGY for a few years now. They are always accommodating with our requests and the content available is relevant to our industry and provides a wide selection of topics useful to our clients.

Daryl Goodwin | NZOne Group

Great company to deal with and action all requests quickly and efficiently. Would highly recommend them.

Shane Gadsdon | Discovery Financial Services

I've been using FINERGY for the last four years and they have always been great to deal with and offer a really professional service. In this age of increasing regulation of Financial Advisers, they have been a key part of me being able to focus on my clients.

Callum Forbes | NZ Financial Planning

FINERGY have been great to work with for our business. They have helped us to automate processes, use technology in a smart way, and communicate with our clients on a regular basis. I would highly recommend them to others.

Kieran Sutherland | CIC Financial

FINERGY has really been a game-changer for us over the last four plus years. Regular client contact is vital, more so than ever with the introduction of tougher compliance regulations, but in the past was often pushed aside with more urgent tasks. Their easy-to-use platform, content selection dashboard for a regular newsletter, and automated processes for client communications such as annual review invitations or specific campaigns, along with keeping a record of all the above, have made this area of managing a life insurance and mortgage brokerage a breeze. I can't imagine how we did it without you, so thanks again to the whole team!

Jess Wallace

It's an amazing platform to connect with our clients on a daily bases. I would highly their services if you are looking to get a platform to be connected to your clients on a regular bases. Regards Swift Mortgages Family.

Izaz Hussein | Swift Mortgages