Transform Your Client Communication

Tue Feb 8 2022

ADVISER BRANDED PERSONAL FINANCE APP FOR FINANCIAL BROKERS

Centric is delighted to present their new Engage App, the award winning fintech solution, exclusively available to Financial Brokers to transform client communication.

Winner of the 2021 Irish Pensions Awards, the adviser branded Engage App creates a unique digital connection between Financial Brokers and their clients, allowing for year round touchpoints, document upload and marketing opportunities.Centric’s Engage App provides Financial Brokers with a unique solution to client communication by creating a mobile connection between the adviser and their client. This digital connection provides Financial Brokers with the facility to connect with their clients via the Engage App on their clients smartphone.

The benefits for Financial Brokers include:

  • Enabling the adviser to upload documents and send messages to the their clients via the Engage App all year round
  • Keeps the advisers brand in the forefront of clients minds
  • Provides personal finance tools to clients
  • Target communication by client type, including individual clients, DC schemes or master trusts
  • Keeps the client informed throughout the year and not just at the annual review meeting

Available for:

  • Individual clients
  • Group schemes (DC, DB, PRSA, group risk)
  • Affinity groups
  • Master Trusts

See our short video which outlines how Engage App works and how will benefit your communication with clients.

Avail of Brokers Ireland exclusive members rate on Engage App:

from €69 per month +vat

Broker Ireland Member Offer quote:

BROKER2022

To learn more or request an Engage App demo click here


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