Take a look at the features of the Plansyte web system for Australian Financial Planners and find out how you can:

Provide added value services to your clients, Grow and protect your client base, and Improve business efficiency and reduce costs.

Contact Forsyte Consulting now to arrange a demonstration of Plansyte's features.

Added Value Service to Clients

• Add value to the client experience of doing business with your firm. With a Plansyte website you will have already anticipated many of your clients' information and learning needs. Plansyte websites are navigable from every page, so your clients will find it a comfortable place to seek the information they need. You will be providing on-line and downloadable tools and links to other financial calculators to help clients to better manage their personal finances. And you can opt to enable your clients to place direct shares buy and sell orders through your firm.
  
  
• Be client focused: A Plansyte website is designed to be client focused and contains information, facilities and tools clearly designed to be helpful to clients.
  
  
• Be your clients' principal provider of financal planning and investment information: Provide your clients with on-line access to their portfolios and provide your current and prospective clients with valuable information they want and should have on a wide range of financial planning and investment topics.
  
  Regularly provide financial markets information that is current and relevant to your clients. Promptly alert your clients to new and important financial planning and investment news that is relevant to them.
  
  Provide your clients and prospective clients with access to a range of publications, newsletters, bulletins and general interest articles.
  
  
• Direct marketing capability: Promote your firm's client service events, client reward events and marketing events. Enable your clients to register on-line to attend these events.
  
  
• On-line Help is still a rare feature in websites today. Plansyte's on-line Help pages assist clients with both the general use of your website and the completion of the various forms it contains, which will minimise the number of client calls to you for help and enhance the friendliness of your firm's website. And on-line Help means new Internet users can enjoy all the features of your firm's website.

Grow and protect your client base

• Strengthen client loyalty to your firm with a website your clients will be proud to refer their family and friends to.
  
  
• Clearly show that your firm is a leader in the provision of innovative and beneficial services to its clients.
  
  
• Targeted service delivery: Target your email and postal communications with clients based on client characteristics, the business you do with them, and your individual clients' interests.
  
  
• Provide humorous and human interest pages to give your clients even more reason to come back and visit your site again and again.
  
  
• Involve your clients in keeping up to date the communication information you record about them. Plansyte provides opportunities for prospective clients to express their interests and voluntarily email their contact details to your firm.
  
  
• Provide broadly based financial planning and investment information so that prospective clients can find your firm's website through search engines.
  

Improve business efficiency and reduce costs

• Valuable pre-packaged content: Plansyte websites come standard with around 100 web pages pre-filled with public domain financial planning information, so your firm can avoid the time and expense involved in preparing this material from scratch.
  
  And Forsyte Consulting has established an arrangement with a reputable Australian financial planning firm to provide regular and timely updates to the information contained in these common content pages, so you don't have to worry about keeping it up to date either.
  
  The cost of maintaining common financial planning information is shared with other Plansyte customers, which minimises maintenance costs for your firm.
  
  
• Save mailing and postage costs: When you add up the full cost of personalising, printing, folding, enveloping and posting the pieces of mail you send to your clients, no wonder you want to keep mailing costs down. Targeted email means you can send client-focused messages and information to clients at a fraction of the cost, and you can do it as often as you like.
  
  Plansyte enables you to target your client communications in your website's pages and in your emails according to your clients' needs and the value of your clients to your business. Huge amounts of your time and postage costs can be saved - just do the math.
  
  
• Save money - do it yourself: You can maintain the content of your website and your client details yourselves without having to call on Forsyte every time. Your administrative staff can maintain the content of your firm's custom web pages, publications and coming events. Or you can use Forsyte Consulting's attractively priced support services.
  
  Your firm can choose to take full or partial control over the maintenance of your website content and client details, so your website costs can be budgeted for according to your business resource priorities and client workload.
  
  
• The personal touch - economically: Branch offices or individual advisers can selectively send emails and letters to just their own clients. The opportunity for clients to email their adviser easily through the website delivers an extra personal touch. In addition to the cost savings, this feature will enhance your clients' perception of your service.
  
  
• Now you can deliver the same service as the majors: Plansyte provides major firm website capabilities for small and medium sized financial planning firms at a fraction of the cost.
  
  
• Your website up and going in minimum time: Save the hassle of reinventing the wheel. The hard work of designing and building your new website has already been done, so the impact on the time of your firm's management staff is minimal. Depending on your Plansyte package and graphic design choices, you can have your new website launched for client and public access in as little as two weeks.
  
  
• Easy online registration for your events: Your firm's clients can register on-line to attend your coming events, which saves time for both you and your clients and enhances clients' perceptions of your firm's service.
  
  
• Efficiency cuts costs: Plansyte's on-line client-only forms are automatically filled with a client's contact details, which will save you and your clients time and ensure that your financial advisers get as much as possible of the information needed to respond promptly to a client enquiry.
  

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