KEEP IN TOUCH AND TOP OF MIND
Time Saving eNewsletters
HOW IT WORKS
Four simple steps | Done and dusted.
Lack of time - it's one of the most common things we hear when talking to advisers about the barriers to sending a regular eNewsletter to clients. And here's the solution. Watch our quick video or get in touch to find out more.
Retention. Referral. Being top of mind for that next 'advice moment'.
The humble eNewsletter - done well - plays an important support role in nurturing healthy, connected client relationships. Our Time Saving eNewsletters give advisers access to hundreds of articles and advice-relevant content, attractive eNewsletter layouts and financial-advice marketing know-how.
Quality compliance-checked content
Every month we add even more content to our 1200+ library of quality, compliance-checked advice content. Simply log on, browse and select the content you'd like to feature in your next eNewsletter.
Four attractive layouts to choose from
Designed to look great on all devices and browsers, select from one of four attractive layouts and we'll tailor the look to your brand and advice business details. On-brand, attractive comms for your client connection.
Add your personal touch to your comms
Good relationships - the backbone of quality advice. Make use of our content team for every issue of your eNewsletter: submit a few points you'd like crafted into a welcome message and we'll take it from there.
Compatible across mail platforms
Mailchimp, Campaign Monitor, Active Campaign, xPlan and more - we're 'platform-friendly'. Have everything set up? We can send the HTML files for you to press go. Need help getting started? We can do that too.
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.
