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


What is included…


Email Marketing

Lead Generation and Qualification

Social Media


Monthly industry updates

  • Includes Call to Actions (CTAs)

  • Delivered to your clients’ inbox

  • Tracking technology and reports

  • Our lead generation and qualifying system will bring forward new business and referrals from existing clients

  • DIY using our content library, or we can do it for you for a small cost

  • Posting to your social media channels will increase your digital exposure and validate your business

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!

  • Professionally designed

  • Content compliance approved

  • Personalised to your business

  • Downloadable topic sheets

  • Social media graphics included to promote across your online channels

  • Easy to implement

  • Training and resources provided

  • Variety of content including financial tips, your business services promotion, MEC articles, RBA announcement, financial funnies, competition promotion, interesting financial facts, motivational tips , public holiday and awareness days

  • Choice of templates

  • Content provided and finance industry compliance checked

  • Up and running within weeks

  • Subscription forms to subscribe to your marketing

  • Downloadable content

  • E-Books

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


Kristie Greig
Kristie GreigSME Business and Marketing Consultant
0451 511 547


Deena Janes
Deena JanesDirector and Client Engagement Specialist
04888 33362