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?