• The ONLY All-In-One Digital Marketing Tool PROVEN to Get Advisors More Appointments!
    The ONLY All-In-One
    Digital Marketing System
    PROVEN to Get You
    More Appointments.
     
  • Our Patented e-Storyboards Generate Triple Times MORE Leads than Financial Newsletters!
    Our Patented e-Storyboards
    Generate Triple Times MORE Leads
    than Financial Newsletters!
     
  • Harness the INCREDIBLE POWER of a Custom WEBSITE integrated with e-Relationship DIGITAL MARKETING!!
    Harness the POWER of a
    Personalized WEBSITE integrated with
    e-Relationship's DIGITAL MARKETING!
     
  • The Only Digital Marketing System that Continually Uncovers NEW PROSPECTS for YOU!
    The Only Digital Marketing System that
    Continually Uncovers
    NEW PROSPECTS for YOU!
  • Created by Real Advisors to Deliver REAL RESULTS!
    Created by
    Real Advisors to Deliver
    REAL RESULTS!
     
  • Harness the INCREDIBLE POWER of a Personalized WEBSITE integrated with e-Relationship DIGITAL MARKETING!!
    High-Value Leads Generated by Your
    Affordable, Personalized Website
    Give You a Competitive Edge!
     
 
email marketing
social media marketing
Dynamic Content Library
Agent Websites
 
 


The only email, content, website and social media marketing platform proven to develop leads, generate appointments, and upsell clients!

 

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!

 
 
 
compliance approved dynamic content library

Compliance-approved content created by experienced advisors to deliver targeted results!

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.

Statistical analysis shows that Fortune 500 company financial advisors using e-Relationship make 43% more Commissions (GDC) than non e-Relationship subscribers!

Full integration with your existing contact databases

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. Gmail, Yahoo, Office 365, Redtail, MSN/Hotmail, Outlook, AOL, Salesforce, EBIX SmartOffice,

e-relationship redtail e-relationship salesforce e-relationship gmail e-relationship ebixsmartoffice
 
e-Relationship Marketing automation
 

Just Say "Go"!

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!

 

 

Our Partners and Companies We serve

 

e-relationship partners - new york life, prudential, mass mutual, financial advisors, knights of columbus

Our Most Successful Advisors Take a Few Minutes to Experience One of Our Live Demos For Real-Time Answers to Their Questions.

phone in ball