The ONLY All-In-One
Digital Marketing System
PROVEN to get you
More Appoinment
The only Digital Marketing System that
Continually Uncover
NEW PROSPECTS for You!
Our Paitented e-Storyboards
Genetrate Triple Times MORE Leads
then Financical Newsletters!
Created by
Real Advisor to deliver
REAL RESULT!
High-Value Leads Generated by Your
Affordable, Personalized Website
Give You a Competitive Edge!
Email Marketing
Maintain your personalized relationships.
Social Media
Personalized content to share and post online.
Dynamic Content
#1 in getting responses leading to new sales.
Websites
Expert web development support.
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 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. Apps available for
- Gmail & Yahoo
- Office365 & Redtail
- MSN/Hotmail & Outlook
- AOL & Salesforce
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
Our Partners and Companies We serve
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!
Our Most Successful Advisors Take a Few Minutes to Experience One of Our Live Demos For Real-Time Answers to Their Questions
Participants report being the most satisfied with their marketing ROI and confident in their ability to attain new leads, convert prospects into clients and meet their practice goals.
Want to schedule your one-on-one or group demo of e-Relationship’s multi-channel, multi-touch digital marketing system? Email us to schedule!
Want to schedule a one-on-one or group demo of Advisor Branding Website services? Email us to schedule!
