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Your marketing is only effective if your clients find value in the messages. That's why we work with your firm to develop successful electronic communications that deliver the right messages to the right clients. |
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Asset Gathering Programs |
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Regular e-mail communications can help you promote new products or announce new features or services. |
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Newsletters |
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A regular e-newsletter targeted with a mix of investment information, educational information and/or third-party content. |
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Trigger E-Mails |
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An e-marketing program using trigger or market events to communicate with your clients. These on-going campaigns include follow-ups to phone calls, updates on market movements or client portfolio updates. |
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Service E-Mails |
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A client service communication that is an automatic or regular response to a request or customer transaction, including an e-mail confirm for a check or other account distribution. |
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