Pre-approved compliant content

Do you waste hours of your precious time, concerning yourself with making sure your marketing content for your IFA business is compliant, only to find that you have to re-write much of it all over again? And then maybe tweak it some more? And again?

Have you spent valuable periods talking with your own financial compliance officer or members of your compliance team? Going backwards and forwards? And have you felt frustrated by the fact that the words you are being asked to use take away from the entire meaning of your sales message? That it makes the whole marketing exercise – even your website – seem like a pointless venture?

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Compliant wording that sells

We often work with financial advisers who are almost at the point where they feel marketing is going to be detrimental to their business. Many clients we work with have had their own words altered to make their sales message compliant. This can cause frustration on the adviser’s part, particularly if the new wording dilutes, or even contradicts, that message.

Then there are the necessary regulatory messages that must be added. We’ve all heard the phrase: ‘Your home is at risk if you do not keep up repayments…’ It is generally accepted by consumers to be a legal warning that must be documented. That said, this is not the only phrase which crops up.

So, the real art is in finding a way to sell your financial services exceptionally well, and genuinely, without putting a potential client off before they get to your message and the real benefits your company has to offer.

Enter WEBPRO Adviser.

Need for you and your compliance officer to be content with your content? Then why not give us a call today?

Contact Us Now

I would have no hesitation in recommending Web Pro who have recently designed and implemented our website. We are delighted with the finished result and now have an online presence we can be proud of! From the onset, our designer Camilla listened to our requirements and delivered exactly what we were looking for. Nothing was ever too much trouble. Throughout the process we were kept up to date which meant we always felt confident everything was in hand. 

Heather Kiriakakis Newark Wealth Financial Planning

OUR PRODUCTS & SERVICES

  • Financial Services Networks

    WEBPRO Adviser are the preferred supplier to several financial services networks and we have excellent working relationships with the compliance departments within them.

  • Our website packages come with written content specific to the services offered by financial advisers, at no extra cost.

  • All of the written content offered by WEBPRO Adviser is pre-approved by the relevant compliance departments.

  • Our purpose-built compliance system means a more streamlined process of website approval and reapproval, for everyone involved.

  • Compliance Approval

    Because WEBPRO Adviser communicate directly with compliance departments, when it's time to go live, we'll know about it!

  • Want to make small changes to your own website? WEBPRO Adviser's CMS can made that happen.

  • Here to Help

    If you'd rather leave the management of your IFA website to us, our Support Team are always at the other end of the phone.

  • WEBPRO Adviser offers a range of financial calculators which are included in our website packages at no extra cost.

  • Increased Productivity

    With WEBPRO Adviser taking care of all of these things for you, you will have more time to focus on your financial business.

If your marketing quality is as important to you as its compliance, contact us today.
Your content is ready and waiting for you.

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