By Ian Thomas on March 11, 2010
Here’s some work that’s just been completed for Cofunds. It’s an animation that independent financial advisers (IFAs) and financial planners can share with clients to explain how its technology has transformed the way in which people can save for post-work life.
To bring the idea to life we worked collaboratively with design consultancy, [...]
Posted in Communications, Strategy | Tagged animation, clients, Cofunds, consumers, IFAs, investment, pensions, retirement, technology
By Ian Thomas on March 8, 2010
Picture: Avlxyz at Flickr
I reckon my old school friends are just like the average IFA’s client bank.
There are a lot of them, I only manage to stay in regular touch with a few and – until recently – the time and effort required to stay in touch with the rest was just too great to [...]
Posted in Communications, Strategy | Tagged clients, communication, connection, CRM, facebook, IFAs, newspapers
By Daniel Sherville on March 1, 2010
Back in the day the ISA ad season traditionally kicked off early-January and the Money pages in the weekend papers would grow fat on the additional spend in the run up to the end of the tax year. But continuing the trend of the last few years it seems a bit of a stretch to call it a season [...]
Posted in Communications