Digital Marketing Service Improves Client Communications For Wealth Management Company

Donald Wealth Management is an independent financial advisor, providing a range of wealth planning and protection services. As an existing client of OutserveWeb, Donald Wealth Management had already used our services to help the company move to working in the cloud with Office 365. Following on from this, the company recognised a need to communicate more consistently with its clients. Managing Director, Jamie Donald, says,

“We were finding that looking after our email newsletter and blog was incredibly time-consuming and knew that this time could be better spent helping our clients and developing the business.”

Jamie outsourced to OutserveWeb both the email newsletter and posting to the Donald Wealth Management website blog in April 2016. The digital marketing team took the time to understand the ethos and values of this very well-respected, award-winning wealth management business and made sure this was reflected in the monthly emails to clients and professional connections. We also took on the management of the subscriber lists. Jamie explains,

“We wanted our blog and email marketing to further the good relationship we have with our clients. OutserveWeb have helped us to provide regular, quality content, while taking a weight off our shoulders. We know that our clients’ information is safe and secure and that our marketing lists are up to date.”

OutserveWeb also provides Jamie with regular reports from the email marketing platform, MailChimp. These reports highlight any issues and show which content has higher levels of engagement. Jamie says,

“From the reports provided by OutserveWeb, we have tweaked the content of the email and blog to ensure that we are giving people information about topics that are useful and relevant to them.”

The Donald Wealth Management newsletters get a high open and click-through rate, helping to increase the volume of traffic to the company’s new website, which was built by OutserveWeb.

“Our old website needed updating. The team at OutserveWeb built a new site on a WordPress platform. The result is a fresh and user-friendly site with increased functionality.”

OutserveWeb also supports and maintains the website, performing WordPress updates and taking regular backups to help keep it safe and secure. According to Jamie,

“OutserveWeb provides the perfect service. The company specialises in digital marketing, so I was guaranteed a better return on investment than if I had attempted it myself, which would also have been a massive drain on my time.”


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