The InTouch Marketing Model is a comprehensive and automated system designed exclusively for the financial industry. Our goal is to eliminate the obstacles which often prevent the execution of most marketing plans so you can get your message out easily and effectively.

Partnering with InTouch enables you to maintain close communication with your current clients, prospects and COIs by keeping them up to date on market trends and your service offerings. Your only responsibility is to manage your database and consistently add new contacts. We’ll handle the rest. From writing and designing the marketing material to obtaining compliance approval and sending the messages out, we take care of the grunt work so you can focus on your thriving practice.

Some of the InTouch service offerings include:

• Customized branding
• Weekly emails / quarterly newsletters
• Seminar and client appreciation invitations
• Custom birthday and holiday cards
• Social Media incorporation
• Dynamic email metric reports
• Gifting and fulfillment
• Concierge marketing

With a proven track record for success, we’re equipped to elevate your exposure and help take your practice to the next level.

Like many advisors, you have great ideas for custom marketing campaigns but chances are you lack the staff to build quality, memorable pieces that produce results.

At InTouch Innovations, we work with you as your own personal marketing firm to design, develop and deliver effective email and print campaigns for clients, COIs, prospects and other important contacts.

Whether you have an announcement for a new administrative assistant or you are conducting a client appreciation event, InTouch can take an idea that may seem too complex to bring to fruition and turn it into an impressive campaign with measurable results. We specialize in:

• Announcements
  • New Staff
  • Office Move
  • New Designation
  • New Baby
  • Holiday Notices
• Client Appreciation Events
• Seminar Workshops
• Firm Branding
• Client Facing Materials
• Advertisements
• Client Surveys
• Board of Directors Events
• Timely letters
• Social Media Integration

Call today to discuss your next project or to see examples of our work.

At InTouch Innovations, we leverage technology to maximize results. The InTouch Marketing System (ITMS) was built after years of business gathering intelligence to provide the best technology possible so you can reach your business goals. Our clients gain access to our proprietary cloud based marketing CRM to assist with marketing automation. It is compatible with data from SmartOffice, RedTail, Linkedin, and a host of other CRM platforms.

When using the ITMS, advisors can access a multitude of marketing automation tools. Interested in sending birthday or holiday cards? Maybe you would like to send a gift to a client? It is just a couple of clicks away, plus your marketing team consists of a technology specialist to make any of the automation steps as seamless as possible. In fact, much of the marketing can be done on your behalf. We want our advisors to minimize their workload as much as possible and our technology solutions make that a reality.

Social media is a compelling tool to stay in touch with your clients, COIs and prospects. Financial advisors are busy. They typically do not have the time needed to post consistent messages across all of their social media platforms. This is where InTouch can help.

We can automate your social media and manage your activities so you can connect and engage with your followers. From automated posts using our library of approved content to keyword tracking and analytics, we'll inform your contacts of the latest financial trends and keep them up to date on your services and any milestones within your firm.

Don't waste your time trying to coordinate these activities. Let InTouch do the work for you!