How do you educate and better engage with your clients?

Regular client communication is important but can be costly and time-consuming.

Financial Knowledge Centre makes it easy by providing you with the ability to customise and develop your own branded and client-facing content, plus access existing financial content on topics relevant to your clients.

This online resource provides you with resources such as financial learning modules, articles, videos, and calculators designed for clients communications. The eNewsletter template for monthly communications helps you engage and educate clients, prospects and centres of influence.

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New content, every month

  • Expand your service offer—keep your business front of mind.
  • Integrate the resource quickly and easily into your business and social media channels.
  • Provide your clients with fresh and independently validated monthly content.
  • A client-centric platform, customisable and branded.
  • Multi-device enabled, accessible 24/7.
  • A wide range of financial and life stage articles and videos.
  • Fully hosted and supported.
Download the fact sheet

Would you like to know more?

Call us on +61 (02) 8273 7000 or complete the form below and we’ll be in touch.

One of the benefits of using the Financial Knowledge Centre is the terrific library of articles and information. Using this resource saves our practice around a day a month in preparing marketing material.

Story Wealth Management

The Financial Knowledge Centre fact sheet includes everything you need to know.

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