Press Release - ClientsFirst Launch 'Hatch'
ClientsFirst Launch ‘Hatch’ – a technology solution designed to help advice businesses grow revenue and profits
Directors Jon Pittham and Phil Young developed the solution using the industry leading technology they have been deploying successfully in major online retail businesses outside of financial services.
Phil said, “Business owners often joke about the love-hate relationship they had in the early days of their career, working for an old-fashioned sales manager who kept them busy. As much as it might have motivated them to set up their own firm eventually, it got things done and Jon and I have often wondered how we can bring a little of that old-school sales nous into a modern-day planning business, using technology instead of grumpy middle-aged men. Hatch does that.”
Jon said, “We’ve configured the software specifically for advisers, having deployed it to lots of other sectors already. Its primary purpose is to provide business owners with all the insight and information they need about their marketing and sales performance, to allow them to invest sensibly, understand where they need to make changes, and avoid waste by making great decisions.
We’ve already integrated with Intelliflo and want to keep developing the service in line with adviser demand.”
Starting from £80 per month plus set-up costs, it’s affordable and should pay for itself very quickly.
Hatch will:
- Measure return on marketing spend to the penny
- Record and improve sales performance
- Make your client communication better than ever
- Reduce time spent on data administration
- Tell you where you can improve
- Provide real-time MI to put you in control of your business
- Be easy to use, keep improving, and won’t date
Notes
ClientsFirst is a North West based marketing agency which has worked for hundreds of financial advice businesses over the past decade. They help leading advisers and planning firms across the UK accelerate client acquisition, improve marketing and deliver a better client experience through compelling digital communications, branding and messaging.
Contact Phil Young on 077111907599 phil@clients-first.co.uk
Contact Jon Pittham on 07766183253 jon@clients-first.co.uk
Want to find out more about how Hatch can help your business?
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