Advisers use free online toolkit 3,000 times in first year

Advisers use free online toolkit 3,000 times in first year

Around 250 advisers, who have submitted business through Friends Provident, are using free marketing support materials via an online tool on the provider’s website every month. The marketing toolkit ‘Markitect’, which was launched online in January 2008, contains a wide range of support materials that enable advisers to personalise pre-designed templates with their own branding and contact details.

Generating new business opportunities and retaining existing clients are both important to the profitable growth of advisers’ businesses. Markitect contains guidance and a variety of unbranded support materials, including customisable templates for posters, leaflets, letters and adverts. Advisers can add their own contact details to the individual protection and investment campaign materials before printing them out.

Steve Young, eBusiness manager at Friends Provident said:

“Markitect is only one of many tools including webcasts, podcasts and blogs that we have created to help advisers grow their business. As industry leaders in technology we always aim to extend our website to provide better support to advisers.

“We regularly refresh the Markitect content to ensure that we are reflecting advisers’ interests of the moment and anticipating what’s coming over the horizon. A year on from launch, it’s really encouraging to see that hundreds of advisers are using Markitect every month to enhance their marketing efforts.”

Markitect can be found online at www.friendsprovident.com/adviser/markitect.

« Only 30 days left to top up your state pension at today’s prices Friends Provident signs deal with Wipro Friends Provident announced today that it has signed a three-year contract for the provision of IT Application Development and Support services from Wipro Limited. The new contract will give Friends Provident greater flexibility and cost certainty through the use of an ‘outcome-based’, fixed price engagement model and is extendable at the option of Friends Provident for an additional two year period. The deal enables Friends Provident to procure discrete IT services in variable quantities over the term and will achieve estimated cost savings of up to £16.5 million over five years commencing in 2010. Andy Jackson, director of IT at Friends Provident said: “The new contract negotiated with Wipro gives Friends Provident more flexibility to manage resource levels while retaining control and making significant cost savings. Friends Provident remains committed to the service that it provides to its customers, clients and partners, and we are confident that this new arrangement will lead to overall service improvements.” Ajoy Menon, Global Head of Insurance Solutions at Wipro said: “Wipro have had a successful and mutually beneficial strategic partnership with Friends Provident for eight years spanning IT and Business Process Outsourcing. The new contract enables Wipro to offer increased value to Friends Provident in an outcome based engagement model through process excellence, higher offshore leverage, and greater accountability and ownership in delivering projects. Our partnership supports variable demand across IT and will enable Friends Provident to focus on their core value propositions and customer service excellence. Wipro estimate that if the contract is extended to 5 years, this will produce a revenue of £40 million over that period.” »

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