Early Adopter Offer for Financial Planners
Make more from your existing traffic & lead flow with plug & play marketing & automation
If you’re sick of using marketing tools that are not integrated with each other and getting stuck doing things manually, get in on the ground floor to take advantage of our ready-to-go automations and templates for every stage of your financial planning clients’ buyer journeys. With FocalContact marketing your business is easier!
Apply to be one of our early adopters
Help build the perfect system for your financial planner business, and get the benefit of 50% off FocalContact subscription for the life of your subscription, and free access to the “Financial Planner system” …fancy name coming soon!
The all-in-one platform for marketing communication that drives customer acquisition, engagement and retention
In the financial planning industry regulatory compliance has pushed many practice management and CRM applications, like xPlan, into being heavily Operations-focused, leaving many planners having to bolt on add-ons to fill the gaps in marketing and client communication.
FocalContact makes it easier with all of the marketing functions you need in one place, and with a robust API can remove the manual customer data handling you may have already experienced when using other marketing tools.
The Financial Planner Marketing Automation System Upgrade
FocalContact is undoubtedly one of the best systems currently available, but it is still just a tool. It’s the way that it is used that makes it something more, so we’re building a plug & play system to pre-populate the setup of FocalContact for your financial planning business. We’re aiming for a system that is ready to go out-of-the-box with some tweaks to match your brand and voice.
- Financial planner “starter sites” with blog integration
- Template emails for one-to-one sending
- Workflow automations with appropriate communication templates for common touchpoints through typical buyer journeys
- Pre-configured sales pipelines with optional automations triggered by a contact/opportunity moving through different stages of your pipelines.
Your Commitment As An Early Adopter
As an early adopter you agree that for receiving a 50% discount off the FocalContact Plus subscription of $197 per month plus GST (>3 users billed at an additional $10/user/month plus GST) for the life of your subscription, and free access to the system setup, you will commit to participating in and providing feedback for the building of a system that could work in any financial planning business.
Non-founding members will be billed for the normal FocalContact subscription plus the system fee – anticipated subscription >$347 per month plus GST
Check Out Our Roadmaps for Development
- Build and feedback gathering for system to include:
- Templated emails and texts
- Common pipelines
- Common workflow automations
- Free financial planner “starter sites” with blog integration – We will convert suitable options from our WordPress starter sites to using the FocalContact website builder. Paid DFY customisation services available if required.
- xPlan integration
- identify data and fields that need to be considered for passing client data back and forth between xPlan and FocalContact – the most sensitive client financial information should stay in xPlan.
- apply for approval to work with IRESS OPEN (the API used for xPlan)
- test integration with “early adopters”.
- Other financial planner software API integrations based on market opportunity, I.e. number of planners using the application. For software with lower market potential we may be able to offer API integration for a full or discounted fee.
This is a separate program that may be developed in the future given sufficient demand.
- Generic blog posts that can populate into your FocalContact powered blog on autopilot (can be saved as draft for business owner/representative to approve).
- Generic social media posts that can be scheduled into the social media tool (can be saved as draft for business owner/representative to approve)
- Prebuilt and populated emails for business owner/representative to approve and schedule.
Book A Call To Become An Early Adopter Now
Help build the perfect system for your financial planner business, and get the benefit of 50% off FocalContact subscription for the life of your subscription and free access to the “Financial Planner system” …fancy name coming soon!
