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Marketing made easy

Money-back-guaranteed digital engagement and marketing program delivered directly to your clients.  

Discover how it works and what’s included.

We do the work, your brand gets the credit

The aim of the done-for-you marketing program is to help your client’s get the most out of your moneyGPS subscription through cost-effective, relevant and on-brand communications at scale.

Our proven digital engagement program informs and nurtures your clients, and is provided at arms length, meaning moneyGPS does not have access to your client data.

Benefits of the done-for-you marketing program

  • Re-engages your brand with clients that are no longer on advice agreements or can’t afford comprehensive advice.
  • Helps your clients get the most value out of your moneyGPS subscription.
  • Low effort and fast to implement with a one-hour onboarding process.
  • Get a full-year marketing program fee refunded if you don’t recoup the cost of the marketing program within the first year.
  • Feel confident that client data is held securely in an omni-channel customer engagement platform.
  • Have peace of mind moneyGPS does not have any access to your client data.

What's included in the done-for-you marketing program?

  • Branded ‘Money Hub’ webpage on your site that provides access to the moneyGPS platform.
  • Launch campaign to your clients, with tailored communication for different segments.
  • Automated follow-up emails when client’s sign up to moneyGPS.
  • Monthly newsletter that includes relevant articles to help clients get their financial lives in order.
  • EDMs that highlight specific services and promotions.
  • Client surveys and an annual competition.

Ready to start your free trial?

Subscribe here

or call 1300 24 24 42

Fiduciary is a Melbourne-based fintech and owner of moneyGPS, accountantsGPS and employeesGPS — SaaS products that provide affordable, compliant digital advice to Australians through institutions, financial advice firms, and accountants.

Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of digital engineers, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.

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Level 6, 607 Bourke Street

Melbourne VIC 3000

Australia

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Fiduciary Financial Services Pty Ltd trading as accountantsGPS and moneyGPS

AFSL: 247344 | ABN: 76 003 624 888

© 2024 Fiduciary Financial Services | All Rights Reserved

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