Client Education Services
Serving the financial industry - insurance, financial, real estate, investing - with educational seminars empowering potential clients.
Word of mouth traditionally works best for the financial services industry. A recommendation from a trusted source moves people. But how do you ensure your clients are so happy that they’re talking about you to their family, friends and networks?
What if your clients were empowered and delighted?
ClientEdge will help you put on education seminars to empower your clients. Empowerment and success lead to delighted evangelists.
We understand that you’re pulled in 100 different directions. Maintaining current business, running your office daily, behind the scenes needs like certification renewals and continuing education, compliance… who has time to run client seminars?
We have you covered. We can run your educational seminars through ClientEdge, freeing you up to run your business.
Effective Client Seminars
ClientEdge is a solution provided by EPI Marketing Services, a leading national marketing services provider with over 500 employees. EPI launched ClientEdge to focus our specialized capabilities and experience on the unique needs of financial service providers seeking to better engage with their clients.
The legal, regulatory, logistical and client perception considerations of executing client events requires specialized understanding and attention. ClientEdge has committed itself to leading our business partners in navigating these unique challenges to efficiently reach clients with their messages.
Call Center
Inbound event registration, event reminder text messaging & outboung calling, post-event follow ups, appointment scheduling
Event Management
24/7 availability via phone and email to answer all your questions, venue coordination, budget management, signage & marketing material coordination, promo item design & procurement, food & beverage planning, transportation coordination
Online Features
Online program initiation by sales, marketing or HCP, dynamic form creation based upon seminar specifications, optional versioned POD, off-the-shelf print, and customized promotional Items, provide mailing list or rent a list, automated detailed daily seminar registration status reporting
Direct Mail
Mailer design services, online and offline mailer customization, targeted list sourcing and merger/purge with provided list, NCOA & address standardization, first class, standard mail, certified mail delivery, 4c variable print; postcards, self-mailers, BRC & return request self-mailers, multi-page letters, dimensional mailers
The EPI Guarantee:
Low-risk guarantee. If our services aren't working for you after 30 days, you only pay for postage and data.
Ready to find out more?
Drop us a line today for a free consultation!
Or call us directly 800.562.9733