Are you effectively using the webwith clients?

Agenda:

• Who is innergi

• The emerging needs of financial planning

organisations

• The solutions we have developed

Who is innergi

• Independently owned and managed

• Develop scalable financial education and

engagement resources

• Based in Warners Bay, providing services

Australia Wide

• Co-founders Matt Linnert

Robert Skinner

Background

• Financial Services – accounting, financial

planning and practice development

• Communications – Writing and

conference/public speaking

• Knowledge Development - education,

training, coaching, consulting

Background

• Product Development - design,

development and maintenance of two

online resources

• Product Integration – integration of online

learning centres into Superannuation

Fund and Financial Planning

member/client resources

The emerging needs of financial

planning organisations

Emerging needs of financial planning

• Repositioning market perception

• Re-engineer service packages

• Value transparency and visibility

• Adjustable value propositions

• Development and integration of scalable

client centric resources and

communications

Emerging needs of financial planning

• Reduce delivery duplication

• High touch, low cost

• Technology integration and client tracking

• Balancing technical intelligence with

emotional intelligence

• Balance responsibility by developing

interdependent relationships

The solutions we have developed

Two Simple Questions

• Are client’s online?

• What are Planning Practices providing

online?

• (What are you providing online?)

• Online engagement and financial

education platform for clients

• Integrates traditional with modern

concepts and material

• Comprehensive yet palatable

• Takes clients far enough, but not too far

•Delivers tangible value to clients

•Provides instant client-centric web presence

•Delivers hundreds of pages which can be

linked to for marketing campaigns

•Production of monthly newsletters

•Customised through admin portal

Reporting on knowledge centreFinancial Knowledge Centre Stats

average# registered users 121.97# unique visitors per month 38.21# visits per month 60.07# pages viewed per month 375.73Monthly newsletter open rate 44.98%# visits per visitor per month 1.58# pages viewed per visitor per month 10.76# pages viewed per visit per month 6.66

Benefits for Clients

• Improved financial knowledge

• Enhanced calibration of confidence

• Encouragement to seek advice when

needed

• Resource to invoke discussion

• Inspiration to make better financial

decisions

Benefits for Clients

• Reduced financial stress

• Increased personal responsibility

• Greater self-awareness

• More confidence

• Have a laugh

Benefits for Advisers

• Service expansion and repositioning

• Add to unique selling proposition

• Increased client and market perception of

value - transparency and visibility

• Ability to tailor value propositions

• High touch at low cost and effort

• Reduce delivery duplication costs

Benefits for Advisers

• Plug and play technology based client tool(s)

• Client tracking

• Multi-generational engagement (scalable

and shareable typically within families)

• Client centric resource

• Add to online capability

Ideas for Planning Practice•New Clients (Positioning)

•Existing clients (Positioning)

•Reviews

•Centres of Influence

•Corporate Super

•Website (Pictures, blurb, positioning)

•Presentations

Ideas for Planning Practice•Specific content for client

•Social Media?

•Brochure?

•Wording in SoA or post review doc

•Client Service Proposition

•Add relevant content

•Comments?

•Questions?