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Openwork boosts marketing support for advisers

Robyn Hall

May 30, 2013

The drive, part of Openwork’s on-going campaign to support business owners’ efforts to sustain and improve profitability in the RDR world, encompasses a number of strands designed to help advisers market and promote their client propositions as effectively as possible.

As part of the move Openwork is launching on Smart Hub, its online marketing support system, a range of new materials and tools that enable advisers to develop their brand identities. The tools include logo builders – offering three options according to advisers’ requirements – and, following a recently-completed pilot trail with 10 firms, a number of pre-approved website design templates.

The additional tools and materials are designed to build on the initial phase of the marketing drive, which saw Openwork recently host one-day workshops across the UK in order to develop short and medium term marketing plans for advisers. Delegates to the workshops, which counted towards their Structured Continuous Professional Development requirements, completed exercises including a SWOT analysis as well as a review of customer types in their client banks, enabling them to identify the most effective contact strategies for each.

Philip Martin, proposition and marketing director at Openwork, said: “Helping advisers to grow their businesses is a key plank of our support proposition and we are committed to ensuring that our members have all the tools and skills they need to market themselves successfully.

“Our support programme offers guidance on everything from client contact strategies and branding to website development and business acquisition strategies, and we will continue to develop our support in this area in line with the evolving needs of our advisers.”


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