Retention Solutions

A recent study found that acquiring a new customer can cost 6 to 7 times more than retaining an existing customer. Plus, businesses that boosted customer retention rates by as little as 5% saw increases in their profits ranging from 5% to a whopping 95%.

It's critical that you communicate regularly with your clients, providing the information they need in a format that they can easily grasp and understand. Advisors who are most successful at client retention are those that have a plan!

Emerald's client-retention solutions combine a variety of tools that enable advisors to be proactive and communicate relevant financial topics and timely news that will help build strong client relationships. With our Keep in Touch product suite, advisors have access to an array of financial newsletters, market commentaries, product strategy publications, greeting cards, customer surveys and more! Our Keep in Touch program is available in print as well as email. Plus we offer three automatic plans as well as a build your own plan option!

SocialSpeaks is your gateway to successful social networking. This advanced system allows you to instantly push meaningful financial messages out to your followers via Facebook, LinkedIn, Twitter and many other popular social media sites.

Communicate with your clients regularly with newsletters, special reports, surveys, and more
Build relationships and stay connected by sharing your financial messages with SocialSpeaks
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