Email: info@brokerinformationservices.ie

Website: https://www.bis-platform.com

 

💡 The BIS Platform - Client Newsletter 💡

 

Are you staying connected with all of your clients?


We would like to introduce you to our Quarterly Client Newsletter, designed specifically to help you to keep your clients informed, engaged and up-to-date with valuable insights.


The Client Newsletter is a powerful tool that strengthens client relationships by delivering relevant updates and important information directly to their inboxes.

At BIS, we are providing a fully composed Branded Client e-Newsletter to a number of our Financial Broker clients. We create the Newsletter content on a quarterly basis where it can be issued to your customers by email from The BIS Platform with little or no work from you.



By availing of the Quarterly Newsletter, you can ensure that your clients are always up to date with relevant information from the world of finance, as well as fostering stronger relationships and maintaining that your brand is front and centre.


The articles in the Client Newsletter are carefully crafted to highlight key aspects of financial planning. Each piece is designed to educate your clients while incorporating clear calls to action, encouraging them to stay engaged and take the next steps.

Please Click Here to view an example of a recent Newsletter

Would you like to send relevant Branded Newsletters to your clients with no extra effort on your part?


Please click on the image to the right to view an example of our Quarterly Newsletter.


If you would like to find out more about subscribing to the Client Newsletter service on The BIS Platform, you can contact the office on 01 496 0006 or email us at info@brokerinformationservices.ie.

If you are not currently using BIS and you would like to find out more, please do not hesitate to get in contact with us on 01 496 0006 or email us at info@brokerinformationservices.ie.


Our September tip is just around the corner, so be sure to stay tuned for some more great information on The BIS Platform.

Previous Tips for The BIS Platform

Assigning Handlers

CP116 Link for your website

PEPs Screening

Policy Alterations

Action / Task Types for Tasks

Adding Deals to Sales Pipeline

Save Tasks to Outlook

Client Data Bulk Upload

Letter / Report Templates

Email Merge / Client Newsletters

Sales Pipeline

Scanned Documents Uploader

Client AML Status

New Dashboard Release

Add Commissions to Sales Pipeline Deal