- Financial planning content and e-marketing
- Have YCM deliver your campaigns each month, with OR without the competition (our qualified lead generation and client re-engagement system)
- Purchase our content if you want to send it out yourself
- Purchase our template that integrates with Mail Chimp and other e-marketing platforms for your own use.
Yes, the wait has been too long.
YCM is releasing its monthly email campaigns for insurance specialists and financial planners with an expected launch date of March 2019.
Based on its successful mortgage broker monthly email marketing campaigns (MECs) you will have the option to:
All content comes with:
- Dynamic PDFs that can be branded with your company logo and details
- Images that can be used on social media
- Industry and compliance approval
- Vehicle and asset finance content and e-marketing
Just like the new financial planning release we are launching the same for vehicle and asset finance.
Aiming for an April release, we are looking to jump back into this space with a fresh new look with a digital marketing focus.
If you provide vehicle and asset finance you should talk to us TODAY to see how this program will fit into your current marketing solution.
- Database integration and BONUS marketing templates
From the second quarter this year YCM will be providing the most sophisticated database integration tool you have ever seen, coupled with a range of brand new marketing templates for additional use.
With pre-determined lists generated and analysed from your marketing results you will have a targeted marketing tool kit at your fingertips.
- Mail Chimp
- SMS broadcast, AND
You will have a multitude of ready made templates based on targeted strategies designed for:
- Better open rates
- Higher engagement
- Demographic based audiences while still accessing the YCM results tracking technology.
With over 9 months in the planning phase, the YCM Partner Portal will offer the best resources yet to be seen in the industry.
And we won’t stop there.
YCM has a commitment to being the industry leaders across multiple marketing platforms because our sole focus is on YOUR business and YOUR client retention.
We help YOU to keep your clients…
And help YOUR CLIENTS to keep you!
What are you going to do to stay relevant (AND in business) this year?
2019 is presenting itself to be one of the most challenging years we have seen for a long time.
- Credit confusion – are lenders tightening or relaxing criteria?
Not surprisingly the credit crunch has started to affect lending institution profit margins and the property market. Relaxation was bound to come back.
How will you communicate the ongoing changes to your client base this year and motivate them to continue to do business with you?
- Will rates go up or down?
One thing we can expect is that even if the cash rate drops, the lenders are not likely to follow suit.
The confusion and lack of understanding about cash and interest rates and how they relate to one another (or not) is one we often hear that consumers find confusing. Good education is the key to ongoing client relationships and staying relevant in business.
- Will we have a new government and new investment property rules?
How is this going to affect your business and the lives of your investor clients if we see a change?
Regardless of a change or not, regular education and communication will ease your clients’ nerves and improve
consumer confidence when the benefits or opportunities present themselves. Being responsive to the industry highs and lows are key in offering great customer service and education.
- How are brokers going to be remunerated?
When you are already working your pound of flesh for the job you do, what else will be required to prove you are adding value to your clients AND earning your commission and trail income?
One of the saddest moments in the history of finance is your constant fight to justify your income. While banks continue to make high profits, brokers take the hit. Setting up a regular client communication and engagement system will help you justify your hard work. Make sure you invest in one.
- How are you going to stay relevant, on topic, front of mind AND service your clients?
It is so important, now more than ever before, to be in front of your clients at every opportunity with the very best quality education, engagement strategies and professional presentation.
With all the marketing and communication options available to you now it is important to select one that works for you AND your clients.
Having a regular and diverse communication strategy will give you more options and keep you relevant across the direct and digital marketing platforms.
How does the YCM program help you and YOUR business with these challenges?
Firstly, our content is second to none.
YCM sits in the shoes of YOUR clients and answers their everyday questions about the property and finance market.
From our research, experience, testing and results, our content and programs are designed to educate your clients on current issues that will directly affect their financial position, now and in the future, AND the need to engage the services of their broker – YOU!
We set YOU up as the expert in the industry by providing timely and relevant content that maximises engagement and qualifies your clients to the next stage of their financial journey.
You cannot be expected to be a broker as well as a marketing and social media expert while servicing your clients with the utmost care, maintaining a professional image and delivering quality education in your spare time.
Get help from your leading finance industry marketing experts (yes – that’s YCM) and tick that one responsibility off your list this year.
Call 02 9526 9999 to book in your 15 minute marketing exploration chat to see if and how we may be able to help you this year