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Case Studies
Bloomsbury
Bloomsbury Financial Planning — regular newsletter forms part of a multi-layered client management strategy.
The client:
One of the new breed of highly professional, fee-based financial planners based in Central London.
The issues:
With the market flooded with hundreds of financial advisers, all communications needed to reflect Bloomsbury's unique proposition - their unbiased services and holistic financial plans - which are the foundation of a long-term trusting relationship between client and adviser.
The solution:
A range of simple, but effective, marketing tools which form part of a multi-layered client management strategy, have enabled Bloomsbury to drive its marketing forward with confidence. Continuous contact with clients underpins the strategy.
- Dramatic yet practical and cost-effective folder and inserts package
- Simple 'client-get-client' direct mail device has encouraged word-of-mouth recommendations
- Website offers considerable resource material on the financial planning process, access to investment data, regularly updated editorial content and client benefits
- Regular email newsletter
Business advantage:
Positive, high-value and time-efficient contact with clients is achieved and the materials reflect Bloomsbury's high standing in the market.
