Marketing CRM

These are some of the tools you can use to manage welcome emails and lead generation, automate tasks and lead assignment, schedule calls, and sell more.

1. MailChimp

MailChimp is a powerful marketing automation platform, which incorporates a number of tools that can help you manage and interact with your audience all within the MailChimp platform. Understanding that different advisors will have different needs, MailChimp offers a number of integration options with standalone CRM solutions.

2. ActiveCampaign

ActiveCampaign offers a steadfast CRM tool that has been built on the idea of easing one’s workflow while improving efficiency with a direct focus on sales automation and marketing.

Practice Management CRM

1. AdviceTech

This is a comprehensive financial planning and advisory software package designed to suit the independent financial advisor’s needs. AdviceTech enables advisors to re-imagine the way in which they not only manage their business, but also their client relationships. AdviceTech understands the need for an integrated financial services platform that streamlines the challenges found within the daily running of a financial services practice, creating room for efficiency and productivity.

AdviceTech is a fully sustainable tool with the financial advisor in mind. With the click of a button an advisor gains access to a customer relations and practice management tool that offers:

• Dynamic Business Dashboards
• Exceptional Financial Reporting
• Enhanced Productivity
• Improved Client Experience
• Integrated CRM
• Outstanding Support
• Comprehensive Financial Needs Analysis

AdvisorZone recognises how busy financial advisors are and that they seldom have the capacity to effectively source and engage their new potential clients. Upselling and/or cross-selling and servicing existing clients are equally important to maintaining relationships. We are able to assist you with the creation of a Digital Marketing strategy customised and tailor-made for you and/or your business.

Digital marketing refers to all marketing and advertising strategies and efforts within the intricate cross-channelled digital realm. The strategies and efforts are delivered across digital channels such as search engines, websites, social media platforms, email platforms and mobile apps.

Digital Marketing Services include:

Search Engine Marketing

AdvisorZone provides Search Engine Marketing as a solution to advisors. SEM is a digital marketing strategy which refers to the use of paid marketing strategies to increase one’s search engine visibility. An example of this would be the use of Google Ads.

Pay-per-Click Advertising (PPC)

AdvisorZone provides advisors with the service of creating viable advertising collateral and implementation of PPC solutions. It covers any type of digital marketing where you pay for every user who clicks on an ad, for example Google Ads or Facebook Ads. This allows businesses to create traffic to an online offer through text ads directed at specified search engine results (SERPS). Paid search advertising is one of the best ways to target potential customers who are actively searching for a product or service like yours.

Content Marketing

AdvisorZone offers the creation and implementation of content marketing. AdvisorZone provides the service of creating and sharing of online material (such as videos, blogs and social media posts) that does not explicitly promote a brand/business but is intended to stimulate interest in its products or services.

Email Marketing

AdvisorZone equips businesses with not only the tools but the service of designing viable Email Marketing content.

Search Engine Marketing (SEM)

AdvisorZone provides the service of equipping advisors with the knowledge and aid to design viable Search Engine Marketing strategies. SEM is a digital marketing strategy referring to the use of paid marketing strategies to increase an advisors search engine visibility and reach, an example of this would be the use of Google Ads.

Lead Generation

AdvisorZone offers advisors the methodologies to design and create lead generating content as a marketing strategy. Lead generation refers to the practice of initiating consumer interest/enquiry into products/services provided by the marketed advisor through the use of various marketing and digital strategies complimented by lead generating content.

Lead Generation Advertising

AdvisorZone provides the service of designing and implementing advertisements containing lead generating content in accordance with the goals of the advisor. A lead generation advertisement typically collects data about potential customers that click on the ad. This information can then be used to build up a database of leads and prospects.

Data Enrichment

AdvisorZone offers data enrichment as a service under the title of Lead Generation Services. Data enrichment enable advisors to gain important and relevant information required for the upkeep of one’s leads, prospects and customer database.

Social Media Marketing (SMM)

AdvisorZone offers data enrichment as a service under the title of Lead Generation Services. Data enrichment enable advisors to gain important and relevant information required for the upkeep of one’s leads, prospects and customer database.

Social Media Marketing Platforms

• Facebook
  A social media platform that allows users to connect with friends, colleagues and business professionals.
• Instagram
  A social media platform that allows you to connect with brands, creatives, thought leaders, business professionals and friends through the use of sharing photo and video content.
• Twitter
  A microblogging social media platform that allows users to connect and communicate through short posts called “Tweets”.
• Email
  Electronic mail (Email) is an Internet protocol for the exchange of messages between users.
• Landbot
  A user-friendly no-code solution for creating conversational chat bot applications.
• LinkedIn
  A social media platform that allows business professionals to connect with one another sharing accomplishments, thought provoking and professional lead generating content.

Website Design

AdvisorZone provides advisors with the service of Website Design and Development, allowing businesses to gain a rooted portion in the digital realm. Advisor Zone’s service offering includes the building and maintenance of websites and web pages. This design would be aligned to your relevant brand and corporate/business identity.

Marketing

Juggernaut can also assist you with brand design and corporate identity development, and then help with taking your vision to market.

In our digital age, work and home life is hardly separated. AdvisorZone allows you to create a divide with a separate telephone number with recorded calls and can equip your business to interact with all the popular communication technologies (voice, SMS, email, WhatsApp and chatbots), all from within one user interface element. Easy agent access to information on a single screen is vital in ensuring the client receives the right information in efficient interaction.

Live Chat

AdvisorZone offers live chat solutions including WhatsApp that advisors can implement on their website as an instant messaging system suited to their specifications.

Office 365 and Email Solutions

AdvisorZone offers optimised email solutions to provide advisors with efficient mailing tools as a form of providing consistent communication between you and your clients.

Voice Over Internet Protocol (VoIP)

AdvisorZone provides Multimedia and Voice over Internet Protocol (VoIP) encompassing end-to-end solutions starting from the phone and ending at handoff to the destination provider.

AdvisorZone services pertaining to Hosted PABX include:

• Fibre/EEE with failover options to other technologies.
• Telephony management and reporting system.
• Fully integrated predictive dialler solution.
• Voice gateways that are connected to multiple interconnects in different physical locations and different networks.

SMS

“Short Message Service” – a cross-platform standard for sending text messages.

AdvisorZone’s Bulk Messaging solution distributes bulk SMS, MMS and Email to mobile phones and other internet-connected devices. Bulk messages can be sent via Web interface or integrated API, and replies can be delivered back to the client in real-time or batch formats. Conditions (e.g. keywords) can be set for replies or inbound messages to trigger autoresponder SMS, MMS or Email messages. Juggernaut messaging suppliers are accredited members of the Wireless Application Service Provider Association (WASPA).
Customized reporting can be configured.

Rich Media Content To Mobile Phones

AdvisorZone offers a solution whereby we equip businesses with our Mobile Picture Link solution which securely delivers documents straight to your customer’s mobile phone. These documents include:

• statements;
• legal notices;
• policies;
• bills;
• images; and
• other confidential documents.

AdvisorZone strongly believes in the strength of quality customer experience, and therefore our offerings are optimized to secure the simplest and most efficient tools are at your disposal to enhance your success in this digital age.

CellSign

Through this solution Advisors are able to realize revenue faster and ensure documents get completed and signed error-free in minutes, radically accelerating cycle time to generate results – and revenue – sooner.

A digital signature tool that gives your customers the ability to sign documents in seconds, from anywhere, directly on their mobile phone. With CellSign, you can effortlessly send your customers documents to sign via a process which is branded in your unique style. CellSign employs SSL-grade encryption to protect the documents, thus keeping everything secure.

CellSign is provided by GrandCom.

Succession Plan

Evaluating a business that is built on strong client relationships and goodwill is extremely difficult. When it becomes time to exit the industry due to retirement, a career change or other reason, a business that is potentially of significant value, having being built up over years, becomes worthless if there is no proper business continuity plan in place.

Many financial and professional advisors find it difficult to sell their businesses and/or purchase other financial services providers (FSPs) or related professional services businesses (e.g. a tax practice) as they are unsure of processes and find it difficult to evaluate them and even more difficult to gain finance as banks and finance houses typically do not understand this market and transactions of this nature.

AdvisorZone, through its mergers and acquisitions experience, is able to facilitate the purchase and sale of financial services businesses in particular.

KYC is an acronym for “Know your Customer,” a term used for the customer identification process. It involves making reasonable efforts to determine true identity and beneficial ownership of accounts, source of funds, the nature of a customer’s business, reasonableness of operations in the account in relation to the customer’s business etc, which in turn helps the banks to manage their risks prudently.

The objective of the KYC guidelines is to prevent banks being used, intentionally or unintentionally, by criminal elements for money laundering. KYC has two components: Identity and Address. While identity remains the same, address might change. Banks are therefore required to periodically update their records.

You may also refer to the CPB website: https://www.consumerprofilebureau.com/kyc/

• • online paperless KYC/AML tool;
  • credit reports; and
  • address historical remediation.

Anti-Money Laundering  

*Anti Money Laundering refers to the laws, regulations and procedures intended to prevent criminals from disguising illegally obtained funds as legitimate income.

AML (Anti Money Laundering) laws and regulations target criminal activities including market manipulation, trade in illegal goods, corruption of public funds, and tax evasion, as well as the methods used to conceal these crimes and the money derived from them. AML regulations require financial institutions to monitor transactions and report on suspicious financial activity.

AML in association with the Financial Action Task Force (FATF) is commissioned to devise international standards for the prevention of money laundering and to promote its implementation. In October 2001, following the 9/11 terrorist attacks, FATF expanded its mandate to include combating terrorist financing¹ in cooperation with theInternational Monetary Fund (IMF). Like the FATF, the IMF has pressed its member countries to comply with international standards to thwart terrorist financing.²

While closely related, there is a difference between AML and Know Your Client (KYC) rules. In banking, KYC rules are the steps institutions must take to verify their customers’ identities. AML operates on a broader level: they are the measures institutions take to prevent and combat money laundering, terrorism financing, and other financial crimes. Banks use AML and KYC compliance to maintain secure financial institutions.

 AdvisorZone can facilitate and implement AML processes and procedures for all institutions who require such services along with facilitating the appointment of designated principal compliance officers who are responsible for overseeing the general implementation of an AML policy.

AdvisorZone, through its exclusive partners CPB and Juggernaut Solutions, has access to real time worldwide AML information for both entities and individuals. The source of the data is through TransparINT who mines negative data from over 3.5 million sources, including national and local news sites and law enforcement sources.

Our seamless online process gives users access to this data within seconds rather than manually searching data bases and sanction lists which are not always updated. Our unique audit trail, date and time-stamped report for each search alleviates risk for users and ensures peace of mind from the associated risks linked to certain clients.