SUBSCRIPTION & CUSTOM
Content Services
CONTENT SUBSCRIPTIONS
Keep your marketing moving with quality advice content.
Subscribe to the FINERGY Financial Advice Content portal for access to over 1200 advice-related articles and more. Quality, compliance-checked content to plug and play in your marketing activities.
CUSTOM CONTENT
Drive home your marketing and brand messages.
Custom articles, client stories, marketing collateral, eBooks, info videos and more. Looking for a content creation partner with extensive experience in financial advice? You found us. Let’s talk about your content needs and how we can help.
What advisers have to say
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
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
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
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.
