Introducing Bankhall’s Marketing Toolkit
clients and outshine
In the past marketing has often been seen as a luxury -
a nice to have not a need to have, and is frequently the
first budget to be cut in difficult times.
However, today’s marketplace looks very different
compared to that of a few years ago.
With the evolution of technology, consumers now have
access to a greater range of information, enabling them
to learn more about financial services and start to take
more control over their financial arrangements.
Bankhall’s Marketing Toolkit provides you with the
tools you need to enlighten your clients and outshine
of getting the right
The term promotional mix refers to communicating with
your customers by using a blend of advertising,
branding, online marketing and direct mail to promote
a consistent message.
It has been proven that none of these tools work
particularly well in isolation and need to be
complemented by one another in order to communicate
effectively and successfully.
The purpose of this brochure is to provide you with
a guide to the individual components that make up
Bankhall’s Marketing Toolkit.
Marketing Plan Lead Generation
In order to help you market your If you are looking for a regular
business successfully, Bankhall’s supply of new clients - we have the
comprehensive marketing plan solution. Bankhall has arranged
guides you through each step, discounted access to internet lead
from marketing strategy through generation services through our
to delivery. reputable lead generation panel.
This back to basics approach helps to give you Whether you require access to a regular stream
a clearer understanding of where you want to of qualified leads (i.e a consumer actively seeking
take your business, and allows you to set key advice) or simply wish to profile cold leads based
objectives and strategies in order to achieve on your own specifications (including financial
your targets. variables such as stocks and shares, ISA’s,
It also enables you to run a marketing audit so mortgage information, pension, investment
that you can measure your success, helping information, affluence indicators, insurance
you to establish your current business position renewal dates, loans, credit cards etc) then our
against key markets and industry changes. online lead generation service can help.
Your corporate identity and literature
Your corporate identity is the face Stationery
If you are looking to create branded business
of your company and represents
stationery, our online stationery system enables
who you are. Importantly, it is the you to populate your company details into a
first impression you give to your selection of templates, including letterheads,
business cards and compliment slips in a range
clients and it distinguishes you of colours and designs.
from your competitors.
Online marketing store
Bankhall have teamed up with two leading
Having a logo is huge part of brand recognition,
online literature specialists to provide you with
helping your clients to easily identify your
professional bespoke marketing material,
company from a pool of competitors. Adding
including; postcards, flyers and posters, which
your logo to your company stationery and
website will re-enforce your identity. you can use to effectively market your business.
Bankhall has provided you with a design
builder giving you the freedom to create
your own logo, all for only £29.
Communicating with your clients
Due to the evolution of the internet Websites
In today’s fast paced society, consumers like to
and the media, consumers are
have information at their fingertips. This new
becoming more confused about culture has driven more and more businesses
all the financial products available, online to communicate their products and
services, retain customers and acquire new ones.
demanding a higher level of
Bankhall Web Builder
service from their advisers.
Creates a high impact website in a matter of
To help you to maintain regular minutes. This template based system is easy to
build and amend, giving you total control, without
contact with your prospective and any expensive design costs or set up fees.
existing clients we have created a
It is available to you with no obligation or
number of tools to support you:- contractual agreement, just a small
running cost from as little as £45pcm.
Choose from a suite of pre-written content and
a selection of high quality designs. You can also
make your site more interactive by plugging in
income generating tools, calculators and
enquiry forms for a small additional cost.*
Drive traffic to your website provides a number of solutions to support you
You can use your website both to retain existing when optimising your site, these too can be
customers and to generate new ones, though found on our website.
your primary focus should be to maintain your
With FSA guidelines changing the way IFA's
existing client base. It is therefore imperative that
can optimise their sites, by using our industry
you list your website address on all your
expertise you can ensure that the correct
corporate communications (emails, letterheads,
measures are followed.
business cards etc).
Visit the Bankhall website and log onto the Advertising
marketing area for a number of handy hints and Bankhall has just created an online Advert
tips to help you to effectively promote your Generator, which holds a suite of professionally
website, along with a step-by-step guide and a designed adverts sourced from a leading
You Tube webinar guiding you through the design agency. These adverts cover all product
website build. areas and the tool allows you to populate your
company details providing you with a high
Optimisation and search engines quality personalised ad, which is instantly ready
Once you have set up your website it is for use.*
essential that you optimise it to improve your
search engine ranking, enabling potential clients As Bankhall absorb all the design costs, this
to find you easily. The Bankhall web builder service is available to you FREE OF CHARGE.
Direct communication with your clients
Direct marketing enables you to Pre-written mail shots
You can choose from our suite of pre-approved
take a more tailored and targeted
letter templates, which are available for
approach, focusing on specific immediate use and cover all product areas.*
subsets of customers from your Design services
client bank, using a mixture of If you have a specific requirement that falls
the following to communicate outside our current offering, we can look at
creating a bespoke mailing based on your brief,
your message. for an additional cost.
As industry changes occur we periodically
issue topical mailing from the latest on RDR
legislation - to changes in allowance/rates
and industry reactions.
We can offer you a pre-written client newsletter,
which is personalised with your company logo
and contact details. Client Newsletters are an
ideal way to ensure you keep in touch with your date (e.g. two months before their tie-in period
clients and showcase your services to them. ends or on their birthday).
Email marketing Our Bankhall discount means you pay a
reduced annual fee of £199 and all emails
Email is a simple and cost effective, yet powerful
that you send during the year are included.
means of communicating with your clients.
It can be used to inform, remind or persuade
existing and potential clients, and it has now What next?
overtaken Direct Mail in popularity. For further information about the Bankhall
Marketing Toolkit, call 0845 003 0400, OPT 1,
You can send emails about the services you
email firstname.lastname@example.org or visit
offer, issue topical updates and attach
newsletters or forms to complete. It can also be
a great way to collate information about clients.
Our Bankhall Smartmailer Pro email solution
allows you to create targeted campaigns for each
client group (e.g. clients who have yet to
purchase life insurance or income protection) and
triggers allow you to send email campaigns to *Please note you are ultimately responsible for the content of
individual clients automatically on a predetermined your web site and for sign-off from a Compliance perspective.
Bankhall, The Southmark Building, Barrington Road, Altrincham, Cheshire, WA14 1GY
Tel: 0845 003 0400, OPT 0. Fax: 0845 003 0415 Email: email@example.com
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