Client Engagement Program
for finance industry professionals
residential and finance brokers | accountants | property specialists
As a busy business owner we understand that your time is valuable and needs to be filled with income generating activity.
And that should not include writing and creating your own email marketing!
With Your Client Matters’ (YCM) electronic Client Engagement Program, your clients will receive professionally designed electronic marketing material aimed to educate and inform them of the latest industry updates.
The Monthly Email Campaigns (MECs) target different segments of your database each month ensuring all demographics of your audiences are covered at least 3 times over a 12 month period.
Our marketing products are finance industry compliance approved and contain Call to Actions (CTAs) with more information for your clients to engage and connect with you.
YCM prides itself on delivering quality education for your clients to enhance your professional image.
Our marketing material provides incentives for your clients to refer new business to you and assists in building a loyal customer base for your business.
The YCM team members are just like your clients. We all have mortgages, property and accountants.
Our observations, experience and property investment successes and mistakes make us the perfect team to identify what your clients want to know on the current issues and solutions in your industry.
YCM’s educational and trigger point content is what separates YCM from other industry marketers when it comes to marketing and client communication in the finance industry.

The YCM point of difference
Your Client Matters has been Australia’s leading educational provider in the finance industry since 2004., and we deliver the best content in your industry sector.
Client communication IS an essential component of your marketing tool kit.
You will not have a long term business without one!
It is NOT just an e-newsletter…
Our Monthly Email Campaigns (MECs) achieves twice the industry average open rate (30-40%).
It is NOT just a client retention tool…
It is a client re-engagement and qualification tool,
Your Client Engagement Program includes:
- Content, campaign creation, testing and delivery
- Links through to your personalised landing page
- Downloadable brandable Articles (PDFs) and Calls To Action (CTAs)
- Social media images to promote your articles and CTAs across your digital channels
- Lead generation (competition) strategy promoted to gain qualified leads every month
- Tracking technology and reports
- Strategies and training for improving open rates and better client engagement
- Website graphics and subscription forms for all programs
The content can be used across all your online channels:
- Website (BLOG), Facebook, LinkedIn and other social media
Monthly delivery dates for your MECs:
PF Property and Finance |
1st Tues |
ACC Accounting |
2nd Wed |
AF Business and Asset Finance |
3rd Wed |
PI Property investment Specialists |
3rd Thursday PLUS 4th Thursday – BONUS event campaign |
FP Financial Planning |
Enquire |
What is included…
Email Marketing |
Lead Generation and Qualification |
Social Media |
Websites |
Monthly industry updates
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Do you need a new website? Then let us take that pain away from you. Select from our Lite website package and templates for new to industry brokers or from our extensive website package for those who want a full content rich, compliance approved website to impress! |
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Delivery – approximately 4-5 posts per week with a variety of content |
Lite websites – delivered within 10 business days* Extensive websites – delivered within 4 weeks* (*from sign off and all assets provided). |
Book your consult with one of our marketing experts
ACCOUNTANTS
PLEASE
BOOK WITH
MORTGAGE
AND FINANCE BROKERS
PLEASE BOOK WITH
AGGREGATORS AND DEALER GROUPS
PLEASE BOOK WITH