Plus4’s goal in early 2014 was to look at maximising their online presence for their Advisers. It was crucial for Plus4 to add value to their website and assist Advisers in helping them to achieve consistent branding and delivery across the company. Plus4 had observed that there were variations in email branding and document delivery among Advisers. Professional and consistent digital presence across all Advisers was important for Plus4 to grow their brand.
Plus4 also required a more efficient solution to email tracking, so that they could effortlessly follow up with their clients and be able to record when clients opened their emails or followed a link. As an insurance solutions provider, Plus4 members needed to be able to communicate effectively to be competitive whilst also remaining compliant within the ever-changing regulatory environment.
Always looking to add value to their Adviser members, Plus4 also wanted to be able to provide a group solution for an engaging content pipeline. Taking advantage of the collective benefit of the group they wanted to be able to provide Advisers with regular content to communicate with their clients dynamically and consistently through email newsletters.