How a tech approach can crack worksite marketing

technology

At a time when advisers face tight margins, worksite marketing is a major source of sales. But a random approach is unlikely to succeed. Fortunately, technology has come to the rescue with dedicated platforms

Welcome to the new breed of financial intermediary. We'll call her Jennifer. Jennifer can't understand why the financial trade press is full of IFAs bemoaning the state of things. Her business is doing just fine, thanks. Her website cost a bit to get going, but the viral marketing exercise she carried out recently really got her page impression rate up, and has generated some useful enquiries. Jennifer also saves lots of time and effort by using automated product comparison tools - online, of course - and by running a back-office system that takes care of administration, freeing her to g...