You may have felt some of these pain before, but no more.
Solution for the Chaos of Client Relationship Management in the Financial Services Business
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No more costly missed follow-ups seeping through the cracks.
Managed review/birthday card sending. Pre-appointment eCard. Web Profile. Wall of Trust testimonials. Physical postcards. Monthly eNewsletters with Stats. Referral System.
An important system in our advisory process. Our prospects are looking for trusted advisers. What better way than to show them who you are, and what others are saying about you before you call them.
- Michael Seow
Senior Financial Services Director
Ex-FSMA President
I've used the Trust Referral System approach since 2006. I've grown my marketplace with quality leads. What I like is that I'm able to start every new relationship from a high ground.
- Gregory Fok
Director of Sales
Million Dollar Round Table, MDRT
(2006-2016)
This partnership enhanced the technological and creative capital in our district, which is now supported by the suite of services in the Headquarter platform. Technology is driving change. So are we.
- Samuel Goh
Senior Financial Services Director
SP-SamuelGoh, AIA
In view of the changes in our industry and technological disruptions, it's crucial for our Consultants to be updated and have our operations backed by technologies. Headquarter is a strategically important one.
- Nicholas Tay
Senior Financial Services Director
TrueNorth Financial, AIA
Includes all modules. Cost of printed cards are deducted from your Account Balance based on your top-up.
For printed cards, you can top up your account and we will deduct the cost of cards and stamps from your balance.
@ SGD0.97/postcard
*plus $0.31 for local stamps
Top up your Account and have BONUS VALUES added to your balance immediately.
BASIC
Suitable if you are starting to grow your contact base.
top up
and get a total of
ESTABLISH
Best value and most popular so far. For those with a larger contact base, as well as for *Group Sharing.
top up
and get a total of
PLUS
If you prefer to top up once every two to three months.
top up
and get a total of
If you are part of a group of users, one of you can top up using the ESTABLISH plan to get the best value of $920. Then split this amount between group members using Fund Transfer. Applies to all plans.
Yet another innovation by Heartzmail
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