It’s easy to create your own communications using Advant Plus, selecting from a range of compelling and informative content that is regularly updated and relevant to your client’s interests.
Some subscriptions also include pre-created documents that you can use as they are or easily edit and customise. To edit your pre-created publications just follow the steps to create but change anything you’d like to adjust.
We know that individual practices have their own preferences as to how to distribute their publications and we offer a number of different options to select from.
You can select a method that suits your practice and processes:
Upload your client list and easily send within the Advant Plus platform.
Utilise this popular email platform to access enhanced email management and reporting functionality.
Use our social media integrations to post on Facebook or LinkedIn at the click of a button
Use the link that is generated by the system to send via any platform or CRM capable of sending emails.
Print copies of your document to have at reception or post to clients you don’t have an email address for (Note: not all articles are available in PDF format – look for the green PDF tab when selecting articles).
If you are not sure which is right for you or think it’s time to review how you are doing things, please get in touch for a chat.
Advant’s content marketing suite makes it easy and affordable for financial services businesses to stay connected with clients and look professional online.
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