PlannerWeb

PLannerWeb (PW) is a marketing and lead generation solution which enables Licensees and Advisers to develop a corporate message, engage with clients and win new business. Plannerweb has been operating for over10 years and has over 300 businesses subscribing to its services.

PlannerWeb’s service offer includes:

1. Website design & development including :

• Creation of site, testing, uploading and multiple drafting until client is happy.
• Flash animation, i.e. colour and movement
• Layout of the site i.e. buttons along the top or bottom
• Look and feel of the site i.e. lifestyle images, peace of mind etc.
• Links to other important sites
• Sow data base model: i.e. flexible editing tools to add articles, buttons, forms or other documents to your site.
• Initial training and implementation strategies.

2. Content Related Services, including:

• Ewombat: a search engine functionality which gives clients of advisers the ability to research tax, investment and financial information from their site.
• 4 -6 researched articles per month.
• Stock ticker and stock market reports.
• Financial calculators: i.e. allows clients to do super and cashflow budgets.
• Secure file transfer facility.
• Ongoing training and support.

3. Marketing & Lead Generation Services including:

• Prospecting and client conversation tools.
• Additional financial tools i.e. debt repayment schedules, insurance etc.
• Client referral facilities.
• Access to client information (provided access is granted by the client).
• Uploading of Adviser and Practice information to market to prospective clients.
• Email broad casting: i.e. ability to send mass email communications to clients

4. Multi Media Services including:

• Instance messaging / campaign manager tools.
• Video editing tools, i.e. seminar’s introductions, testimonials.

To get a better understanding of the types of sites that PW has built as well as develop some ideas for your own practice, we encourage you to visit our web gallery at www.plannerweb.com.au/gallery