What does the extranet of the future need to do and what does it look like? What information does an adviser want at his fingertips and how can the post-login experience be used to facilitate a more intimate relationship between brand and adviser?
What name and identity best reflects our offer? What key messages make us unique as a wealth manager? And what marketing strategy do we need to put in place to leverage digital with the aim of attracting higher value clients?
What are the barriers that advisers are faced with when trying to sell protection against the backdrop of the credit crunch? What marketing and functional tools do they require to help challenge these barriers?
How do we streamline our online loans application process to improve conversion rates? How should the application process work alongside our telephony strategy, and how do we ‘pull’ users into our financial services offering on arrival at the homepage?
How do we restructure and redesign our online protection quote and apply system so that it works direct to consumer and can be white-labeled as part of our widening distribution strategy?
How do we use the power of digital to enable our customers to self-serve online and how we can ensure that online servicing doesn’t compromise the direct relationships our advisers have with their individual clients?
How can we use the internet to relieve the pressure on our mortgage adviser call centre? What functionality is needed to make our website integral to our mortgage sales without eroding the importance our customers place on telephone servicing?
How do we bridge the gap between our static product marketing and our online application process? What tools/calculators best enable our customers to identify with the benefits of our products?
How can our extranet be improved by acknowledging the different needs of the para-planner and adviser?
As wealth managers, how do we use email marketing to keep our customers aware of our investment strategy and reassure them in uncertain times?
How can we inject more personality and richer content into our adviser centre? What content and ideas can we offer advisers that will aid them in their sales process?
How do we convince advisers that price is not the only reason for choosing a protection provider? Our policies offer additional benefits, how do we help advisers to communicate the value of these benefits to their clients?
Space01 is a trading name of MBPA Limited