AUTOMATE FOR EFFICIENCY
Save time and connect at important advice moments.
AUTOMATED CLIENT SERVICING COMMS
Efficiency and excellent client experience
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.
Here's how we can help.
First up, it has to work for your business. There's no point in building complicated systems that just create headaches. So we start by assessing your specific requirements and the appropriate solution for your advice business. For example...
Defining requirements for your business processes
What kind of customer contact experience do you want to create? When are you required to be in touch with clients? What will drive efficiency and save time? Just three of the key questions we delve into to assess and define an approach purpose-fit for your business.
Assessing and recommending the appropriate platform
We don’t believe in unnecessarily 'reinventing the wheel'. First, we take a look at your current platforms; if what you want to achieve can be supported, happy days. If not, we’ll review various options as relevant to your needs. Our guiding principle - keep it simple and straightforward.
Building automations and associated content
With the plan and platform in place, we get busy setting up automations (what goes when and what happens at various points) and creating content custom-fit for your advice business. Email, txt, notifications and more - designed to support your advice processes and excellent client experience.
Testing, tweaking, reviewing and enhancement
When we’re up and running, it’s time to check in on how the process is working. Do you want to tweak some timing elements? Add in another notification? Could a response form be useful? We help you review and adjust, add and expand, as necessary for your advice business.
What advisers have to say
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
Great company to deal with and action all requests quickly and efficiently. Would highly recommend them.
Shane Gadsdon | Discovery Financial Services
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
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
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
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
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.
