A snap shot of what PlannerWeb is doing for Financial Planners and Accountants.
PlannerWeb has just launched an Financial Planner / Accountant web site that includes everything we've done to date. To see what this involves please read the list below the image.
Firstly though ...
Remember your overall goals are to regularly put your name in front of clients, extend to them some extra TLC, and to demonstrate again that you’re interested in their needs. If you get this far then you'll start generating 'word of mouth' recommendations.
However, always keep in mind that a web site based marketing/communications strategy is 5% Site (the reason they've failed in the past and why spending money changing the site never does a thing), 35% Services (in our case the WedgeTail Bundle), and 60% strategies (starting with how much time your clients will actually give you every fortnight or month, only AcctWeb thinks like this).
NEW: eWombat, the web site version of our popular AIO search engine for Accountants, most already have this as part of the Goanna Bundle. The big plus is that staff will now use your site as often as clients - something not done before. Plus it effectively adds over 13,000 pages of extra content to your site.
Accounting News. (keeps a site ticking over and up-to-date)
NEW: Financial Planning News. (keeps a site ticking over and up-to-date)
NEW: A dynamic Latest News update feature for the home page that changes as articles are added or subtracted. Can include both Accounting and FP News.
NEW: A new editor for the SoW Content Management System that makes editing most of your site's content easier and more streamlined than any alternative. A great plus for untrained Practice and Planner staff where time is always short. Every SoW is identical meaning staff don't need to learn more than one simple process. This removes the need for training courses and minimises frustration and waste. For non-SoW content the site’s developer is still your cheapest option.
NEW: Hidden access to a secure SoW database module. Used for storage of documents that staff need when at clients, interstate, overseas, or on holidays. See if you can find the hidden doorway.
NEW: A unique search facility for each SoW database modules. See Latest News for an example.
NEW: SoW database modules that don't automatically archive making them far more suitable for storing general web site content. : SoW database making them far more suitable for storing general web site content.
An animated logo provides quality movement to an otherwise static environment.
The montage is customised for every Accountant and Planner to reflect the image they want to portray, the area they operate in, and the type of clients they have. This makes you one of them.
Secure FTP which some now have up to 300+ users and use as a way of weaning clients off e-mail attachments and floppy disks and onto their site. Plus this is great for sending Bank Link files. which some now have up to 300+ users and use as a way of weaning clients off e-mail attachments and floppy disks and onto their site. Plus this is great for sending files.
Calculators. These are primarily for interactivity and a reason to visit but are proving very popular, especially for working out how one's Super is going.
Portfolio access (Praemium and Count in this case) for those clients who want more insight into the performance of their moneys.
Open architecture. Only AcctWeb offers a structure that allows others who develop web services for Accountants and Financial Planners to simply ‘bolt-on’ their offerings. Others don’t which means Accountants and FPs are limited in moving forward, as services you need can’t be used. Many with the latter site constructs will find in a year or 2 that they have again not maximised the return from their money.
NEW: Patent granted for a method of web site construction and maintenance developed by AcctWeb from the development of SoW which was developed by us for Australian Accountants. Patent pending in the US and Europe.
Coming. A secure Payment facility and the ability for Secure FTP to be used as storage for client files such as Financials.
Click here should you wish to ask any questions concerning the above or any other matter related to how the Internet relates to Accountants and Financial Planners. Perhaps even simply advise that you want what Collins Mellody has and we’ll organise it.