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I Just Don’t Get Apps! Why are Accountancy, IFA and IFP firms launching smartphone & tablet Apps?

I just dont get apps why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

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Hundreds of firms are launching Apps for clients and prospects. They are experiencing increased referral generation, fantastic client feedback and terrfific PR and marketing with no more effort than they are already investing - indeed it often saves them and their clients time! Yet many firms are still uncertain about the need or use of Apps for their firm and their clients. This webinar explores some of the context and direct experiences that firms are discovering and helps you make the decision whether an App and the use of mobile technology is indeed 'right' for your firm.

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Page 1: I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

I Just Don’t Get Apps!

Why are Accountancy, IFA and IFP firms launching smartphone & tablet Apps?

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To Where We Are Today

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Is an App:

• A Vanity project • Full of gimmicky features clients will not use• A pointless fad that will die out

Who is going to use it anyway?

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You don’t HAVE to have one

It’s not a magic wand

It’s not a Holy Grail

It is up to you to assess the pros & cons

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Its not a mobile website

An App does what a mobile site CANNOT do

Track MileageManage Receipts & Income Provide real-time news & dataPowerful Communication platform Integrate with other tools & other Apps

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Apps Dominate Mobile Web

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5 C’s

• Creation• Context• Content• Communication • Control

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Creation

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It surprised us!

A GOOD marketing tool

A way of differentiating our clients from other firms

So we built one. . . .

Its what happened next that really surprised us!

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End Users Loved Them

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‘They’ Led Us

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Over

25,000of them

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They told their advisors what ‘they’ wanted

• Social Media & Skype integration • More calculators • Mileage Tracker• Receipt Manager • Income Tracker • Precious Metals data • More Integration

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And ‘they’ got it

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CONTEXT

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So while we discuss ‘Why Apps’

‘they’

your clients and prospect’s

‘they’ are using Apps‘they’ want Apps

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An App is:

The most affordableEffective Productive Efficient

Tool for you to reach & interact with existing & future customers.

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This is commonplace

Page 19: I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

The most exciting thing I have seen in

over 45 years of accountancy

Page 20: I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

For businesses, the App ecosystem represents a commercial and customer services opportunity

that should not be missed.

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Jamie Gordon - Lynas Vokes

“As a firm of investment managers we know a growing number of our clients and potential clients use Apps. So we knew we needed to find a way to reach out to them in a modern, technologically advanced manner. To interact act with them via the devices they use every day, smartphones and tablets. When we saw the demonstration of the Your IFA APP solution we knew this was the perfect solution for us. The entire process from enquiry and order to App going live in the Apple and Android stores has been fast, efficient and professional.”

Page 22: I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

Thomson Reuters’

The mobile App enables practioners to bring their clients a new dimension of functionality

while maintaining their own branding and identity. Building better relationships, and

providing a level of service and sophistication that wasn’t possible for small and mid-sized

firms in the past.

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“A complete no-brainer! In today’s high-tech world accountancy firms MUST launch their own App.”

Page 24: I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

Never in history has it been possible to be this close to your clients and prospects

All of the time At Low Cost

With Zero Implementation or Management

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So where does the

come from?

Page 26: I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

Speed can be unsettling

Since 2007 there are now 1.2 billion people using Apps regularly

This number is set to expand by 30% by 2017

Over 80% of an average firms clients use Apps

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Its Happened So Fast

That most haven’t even bothered to take notice

It Just Seems Natural

“I had a sense, I knew, that Apps were important – but I didn’t really ‘get it’ or know enough, until….”

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The Post PC Era

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Exciting Times & Astonishing Opportunities

Hyper Personalised Media

168 minutes per day watching TV158 minutes per day on mobiles 80% of that time is spent in Apps.

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CONTENT

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What Can An App Do?

Mobile is the number one communication channel.

Apps will become the interface between a firm and its customers in the next 18-24 months.

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As Close to Bespoke As Possible

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Calculators

16 Powerful Calculators

Dividend Verses Salary Corporation Tax Income Tax Should I Incorporate? Increased Profit Contractor IHT APR Stamp Duty Inflation VAT PayslipLoan Company Car Mortgage and Savings

To answer the run of the mill, daily questions in your branding thanks to your App

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Great Content

Tax Tables Financial Dates Key Practice InfoClick 2 Call Financial News Precious Metal TrackerBlog Stream Social Media Skype Integration

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Amazing Tools

Photo Receipt Manager

Mileage Tracker

Income Management

Portfolio Tracker

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Communication

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A Permission Based Mobile Communication Channel

A deeply personal connection

Push is the voice of your App

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Communication made Easy

Communicating with clients & prospects can be difficult, time consuming and unproductive.

Having an App changes this

Push messages take seconds to send

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Stop Fighting

Push Messages don’t fight for space in an inbox or mailbox

Generate an 80% + open rate

Can be scheduled in advanced

No extra charge

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Lets Have a Closer Look

Emails Push

Inboxes are overflowing Personal connectionData accuracy vital Client manages dataBounce rates high 0% bounce rateOpen rates of 3 – 4% 80% + higher open rate Difficult to send Seconds to sendLegal issues/data protection etc No data stored by you

Page 44: I just dont get apps   why are accountancy, ifa, and ifp firms launching smartphone & tablet apps

What do clients use them for?

• Promote local events, networking etc• Advise on topical blog or news articles• Budget and financial updates• Wealth Alerts• Tax return reminders

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OK I ‘get it’ but what about ROI

Increased Referrals Direct Enquiries App Promotion

Increased Customer Loyalty Hours of Time savedFuture Proof

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No ‘Selling’ Just Give it Away

Giving away your ‘Free App’ implies:

You are different Than their existing advisorYou are technologically advanced Their current firm are old fashioned You care enough to launch a free AppTheir current advisors don’tYou are proactive, prepared to reach out Not heard from their firm You are smart, forward thinking & creative Than the stereotypical advisors

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MyFirmsApp

Built for AdvisorsInspired by End UsersProven, Tried, Tested and Fully Endorsed

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Your Personal Demonstration

Simply Register for your FREE 1:1 App Demo in 3 ways

1.Email me direct on [email protected]

1.Register at www.myfirmsapp.co.uk

1.Call our expert team on 0800 8030 826

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