e-Relationship is your 24/7 digital marketing assistant allowing you to stay in touch with clients and prospects without spending hours at your computer. We flawlessly juggle all the details while you concentrate on sales!
Our multi-touch digital marketing suite keeps you in touch with clients and prospects 24/7 through a powerhouse of automated email marketing, automated social-media marketing and advisor website development services. Whether you’re building your brand, converting prospects into clients or building a website that actually increases production — e-Relationship is your simple-to-use, easily affordable, all-in-one solution!
A library of pre-built, tested, compliance-approved email communication messages are ready at your fingertips. As a leading provider of technology-driven email communication tools for clients and prospects of banks, insurance companies and financial services companies, e-Relationship isn’t just a global fintech leader — it’s the benchmark.
Our dynamic content library consists of 16 content types that will make the biggest positive shift in your ability to make more appointments with prospects and clients.
e-Relationship's seamless apps and integrations help you grow your contact list, increase visibility and prospect attraction. Integrating your contacts from across your various platforms for use with e-Relationship is a snap with our built-in Contact Grabber! Send notes and leads to Redtail and track all email and social engagements in our advanced history & response dashboard. Apps available for Gmail, Yahoo, Office 365, Redtail, MSN/Hotmail, Outlook, AOL, Salesforce, and EBIX SmartOffice!
Clients forget what you do and prospects do not know. You don’t have to worry about forgetting to stay in contact with your clients and prospects! With e-Relationship, you can set your annual automated email marketing strategy and be stress free knowing you are remaining top-of-mind and in continual contact with your clients, prospects, and Centers of Influence.
A wide variety of pre-written content — all categorized into 100-plus different areas of interest — is just a click away. Automate your year or send emails manually at any time without limit ... or both! And, with a 5 to 10% response rate, your e-Relationship database is a proven revenue generator!
Participants report being the most satisfied with their marketing ROI and confident in
their ability to attain new leads, convert prospects into clients
and meet their practice goals.
Want to schedule your one-on-one or group demo of e-Relationship’s
multi-channel, multi-touch digital marketing system?
Email us to schedule!
Want to schedule a one-on-one or group demo
of Advisor Branding Website services?
Email us to schedule!