14

The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

Embed Size (px)

Citation preview

Page 1: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign
Page 2: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

The Wealth ReportDavid Hunt

Page 3: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

3

Agenda

• The Opportunity• Why the Wealth Report?• Features and Benefits• Client engagement process• The Client experience• Campaign Analytics

Page 4: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

4

The Opportunity

• To build out industry leading client engagement processes and technology enablement to help overcome the 20% advice penetration.

• Provide industrialized RI branded solutions for our planners to engage 15,000 C & D clients we estimate may be at risk.

• Many consumers don’t fully comprehend the value of financial strategies. We wish to place RI Advice at the forefront of creating advice capability which looks to address these consumer advocacy and accessibility issues.

Page 5: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

5

Why the Wealth Report?

Page 6: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

6

Features and Benefits

Page 7: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

7

Client engagement process

Page 8: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

8

The Client Experience

Page 9: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

9

Call to action

Page 10: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

10

Centre of Influence - Marketing

Page 11: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

Marketing - Continued

Wealth Report Advertisements

Advertising templates for regional area marketing

Web Banner

Page 12: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

12

Campaigns

Page 13: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign

13

Campaign Analytics

Page 14: The Wealth Report David Hunt Agenda The Opportunity Why the Wealth Report? Features and Benefits Client engagement process The Client experience Campaign