![]() It protects your firm from making bad decisions based on information not being entered or accurately inputted.Your record reports may not be accurate if your record data is accurately entered.Your record searches may be skewed based on wrong data.If your record’s address or the contact information is not up-to-date then your recipient may not get your communication.Why is it important to have good data in my records profiles? Birthday Tool - allows you to send birthday newsletters to clients whose birthdays are in a particular month.īut first - in order for you to use these tools - you need to make sure that your client data is accurately entered into Junxure correctly in order to achieve that perfect newsletter.Grid Filters- using records workspace grids you are able to make simple filters to your grid to narrow your list of recipients.Advanced Searches - allows for very specific and granular search using a range of criteria and rules, such as searching for clients who own a particular stock symbol or asset.Personalized Information - easily input and access personalized information (for example – a client’s favorite football team, hobbies or companies of interest). ![]() Using Junxure Cloud, there are various tools and methods you can use to create a newsletter: The tools in Junxure ® enables you to create personalized newsletters to send a target audience based on specific client information accounts owned, age, classification or common interests as examples. Lastly, newsletters help your firm’s website stay relevant in your search results and rankings: Website traffic brings leads – and ultimately new revenue.If you’re able to share specific information and knowledge that is curated for your ideal client type, you will build a following among prospects who matter to your practice. When you send newsletters at regular intervals, your brand and messaging reach new people. It shows your firm's skill and commitment. Sending newsletters to your clients at regular intervals - along with updated articles, important market changes or trending information can help you establish a relationship built on trust and confidence.Newsletters build confidence across your client base - demonstrating that you are “on point” and working on their behalf every day. SHEAFF BROCK NEWSLETTERS HOW TOWouldn’t it be great to collect this data all in one spot? Imagine if all of your client information could be found in one place - it sure would make sending any and all communications easier.īased on my experience serving financial advisors, below is my perspective on how to harness your CRM to deliver a great newsletter. SHEAFF BROCK NEWSLETTERS WINDOWSMost financial advisory firms store data all over the place - within portfolio management systems, custodian portals, windows files folders, email systems. ![]() ![]() One challenge of delivering quality newsletters is dealing with scattered information. ![]() By using your CRM (Client Relationship Management) system effectively, you can deliver newsletters in an organized and thoughtful way. Newsletters can be an effective tool for doing so – allowing you to deepen relationships with your existing client base and connect with new prospects. As the season's change and holidays come and go, it's very important that you keep in touch with your clients in different ways. ![]()
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