Engage Client Solutions launches

8 July 2010 | By Natalie Thomas

Engage:cs says it is able to provide a structured programme of client reengagement and ongoing retention to help firms unlock the potential in their existing client banks.

It says once a thorough understanding of a firm’s client base has been developed, Engage:cs will enable businesses to generate an income via transactions generated through targeted direct marketing.

Engage:cs will charge based on the number of active clients held by the firm. Following a three month client reengagement programme, which will be free of ongoing charges, firms will only be charged 0.50p per active client per month.  

Engage:cs highlighted a single cross-sell of a complimentary product, such as a funeral plan, will provide £100 commission to the firm and with currently over 20 complementary products that can be marketed to the client base, returns are expected to considerably exceed the cost of the service.

Jonathan Barrett, one of the founders of Engage:cs, says: “For far too long firms have relied on securing a steady stream of new clients, when their best opportunities lie with those who have already had dealings with their brand.”  Barrett continues “Before Engage, no firm has provided such a comprehensive solution to bridge the gap between advisers and their clients.  We will not only allow a high level of client engagement under the advisers brand, but also the means by which to turn this into much needed revenue, not to mention the positive TCF implications”.’’

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