Stonebridge Group is launching a new e-magazine to help its advisers to communicate more effectively with their clients.
The e-magazine is available through the Stonebridge technology system, Revolution, as part of its Touchpoint marketing tool, and allows firms to create their own financial services magazine under their own brand which can be issued to their client bank.
Advisers will be able to put together either a four or six-page magazine in much the same way they can currently create marketing material through Touchpoint.
Advisers can choose the layout of each page, add their own logos, contact details and colourways, before picking from a suite of articles – full-page, half-page and smaller – in order to generate the content. Alongside the articles, they can choose images plus create the front cover wording in order to highlight the key pieces inside the magazine; they’ll even be able to choose the name of the magazine from a list.
Through Touchpoint and Revolution, advisers will then be able to email their relevant client databases with the e-magazine in order to keep them informed on market developments, plus product and service offerings.
On top of this, Stonebridge has also updated a number of key areas in Touchpoint which includes merging the customer relationship management (CRM) aspect into its design area.
Richard Adams, managing director of Stonebridge Group, said: “With many in the industry focusing purely on the potential negatives to come out of the Vote to Leave the EU, we believe it is the right time to focus on the positives and the potential opportunities that exist for advisers.
“We know there are many clients who are unclear about what the future might bring, and particularly what might be happening in the mortgage and protection sectors. The need for quality customer communication is clear, which is why we have developed this new service within Touchpoint to allow our advisers to offer real education, support and insight on a wide range of industry topics via an e-magazine.
“Keeping a constant line of communication between adviser and client is absolutely vital, and given the ongoing narrative post-Referendum, some customers may simply not be aware that opportunities, for example to cut down on their monthly mortgage costs or to put extra protection cover in place, exist. Looking at the news it might appear that everything is getting more expensive and more difficult to secure – financial products included. We need to show to our clients that this is not necessarily the case.
“This e-magazine, and its content, has therefore been designed to put that level of detail, and the services and products our AR firms offer, in front of the client bank. If all it does is allow a customer to become better informed, then it’s doing its job but hopefully it will initiate contact with the adviser that can potentially be turned into business. We sincerely believe that using our technology to easily help advisers develop their marketing and communication offering will go a long way to delivering greater interest and volumes of business.”
