The New App

The directors at Alice’s firm had decided that they were signing up for the MyBrokers.App solution.

They believed that the App would assist in client-engagement, increase referrals and revolutionise product distribution.

The marketing and administration team had already completed the re-branding and generated the content. 

The App had a dozen pages including Company Profile, Our History, Key People, Services, Newsletters, Client Testimonials, FAQs and Contact Us and a couple of others.  

Each Adviser had a Profile Page that was only visible to their clients

Admin had invited the clients and now it was up to Alice the product specialist to load the investment products on the App. 

At first she thought it would be a simple matter of uploading the Offering Document but no, there was more to it. 

Each product could have up to ten custom pages with each page supporting multi-media that played in the page. 

This greatly opened up the possibilities of how she could communicate the product attributes the clients. 

Alice’s mind was racing with options, she went to her whiteboard and started planning.

The following day she had completed 4 products one with 9 pages the other with 10.

Her favourite page was the Investor Insights Page that contained a video of Alice describing the finer points of the product. 

The bottom of each page contains an ENQUIRY button. That sends a message directly to the client’s Advisor’s App so they know who’s interested and they allocate their time accordingly.

What she hadn’t thought about until she had reviewed the final product was how easier it was to read the content when it was tailored specifically for mobile-phone viewing.

The next step was to set the product distribution to their client base. 

The Advisors categorised their clients into three groups and applied Tags to each client accordingly. 

Alice applied the appropriate Tags to each product which then dictates which client sees the products.