Email Marketer
The Email Marketer system is an automated monthly e-newsletter service that helps Financial Advisors keep in regular contact with their clients and prospects.
The service is 100% compliant with the Canadian Anti-Spam Law (CASL) to ensure that every AdvisorNet client is only sending email newsletters to contacts where proper express consent exists.
Whenever any new contact subscribes to receive an advisor's e-newsletter, the system sends a confirmation email to the Financial Advisor showing the date and time when the subscriber provided Express Consent to receive emails from the advisor.
This detailed record-keeping is essential to ensuring that every AdvisorNet client is always fully prepared to demonstrate that they have obtain proper consent for each contact on their e-newsletter distribution list.
Our e-newsletter service is also fully compliant with all IIROC and MFDA regulations. With most large dealerships we serve, each monthly e-newsletters is pre-approved by the Compliance Departments before any sample copy is provided to individual advisors.
With each Email Marketer account, the user has access to manages their distribution list ( add, revise, delete ) as well as review readership statistics (opens, clicks, bounces, unsubscribes) related to any of their monthly e-newsletters.
Each user also has access to a complete selection of online training videos.
Birthday E-cards
The Email Marketer system can also be used to send a photo birthday e-card to each client on the morning of their birthday. This "soft touch" contact has been proven to be a BIG hit with clients and for many AdvisorNet clients this one special contact has resulted in new business from existing clients.