FAQ – frequently asked questions
What is Investment Update?
Investment Update is both our company name and or signature services solution. The services solution is an eNewsletter service for the financial services industry. Whereby we develop our clients content, put together the graphic design and coding and delivery mechanism enabling them to offer their clients a monthly newsletter.
What is Research Update?
Research Update is our financial services research, information and data delivery service.
The service enables advisers/consultants or asset managers to delivery timely or real-time data to their clients. Keeping their clients updated and informed.
What is Client Protect?
Client protect is Investor Update’s campaign management division. The team manage everything from, marketing plan creation, SEO (Search Engine Optimisation) to website development, SMS campaigns, mail-outs and more.
Why does my small business need a Investor Update &/or Research Update Targeted E-mail Service?
- Investor Update & Research Update targeted e-mail services will
- • Increase paid client contact hours and commisioned revenue
- • Increases lead generation via our patented direct response technology
- • The service will improves customer relationships
- • Provides a dialogue with your customers
- • Complements your Web site and other marketing materials
- • A targeted e-mail campaign provides measurable results
How can my business use Investor Update and Research Update eNewsletter Services?
- How can my business use Investor Update and Research Update eNewsletter Services?
- • Educate your clients as to your services offerings
- • Promote your website
- • Inform your customers about news and information
And much more ...
What can an Investor Update and/or Research Update services do for my business?
- How can my business use Investor Update and Research Update eNewsletter Services?
- • Consult you to get the best possible outcome from your marketing spend
- • Professionally written FSRA complaint content
- • List management
- • Monthly E-mail delivery to your permission based list
- • E-mail campaign tracking reports
- • Complete setup, development and administration of your campaign
- • Peace of Mind
- • Time to do what you do best — manage your business
John Q
Financial Advisor
MBA AMC DFS Adv. DFS B.IEM
OZ Financial Planning
(Auth. Rep: 999999)
Any Questions?
Email John Q now.
or call +61 (0) 2 9999 9999 between 8:30am - 4pm from Mondays to Fridays.
Contact Details P: +61 (0) 2 9999 9999 | F: +61 (0) 2 9999 9999 | M: +61 (0) 4 9999 9999
OZ Financial Planning ABN: 99 999 999 999
Corporate Authorised Representative 999999 | Australian Financial Services (AFSL No: 999 999)
© 2006 OZ Financial Planning. All rights reserved.