Financial Planner
Simplify your financial planner business workflow with our DFY automated processes.
The marketing team to help you grow your financial planning business.
Simplary has all the tools you need to scale your financial planning business. Our platform is completely done for you. Sit back and relax, and let us concentrate on growing your accounting firm, so that you can focus on running it.
Improve customer loyalty with our automated CRM
We’ll identify your most devoted clients, create automation campaigns to welcome return clients, provide VIP offers to your most valued clients, and organize your leads in a streamlined manner.
Stay top of mind with email marketing
Increase the lifetime value of your customers by keeping them updated about your financial planning business. Best of all, with automated email campaigns, we can schedule content in advance so all you have to do is focus on growing your business.
Get new clients with text message marketing
Use text message marketing to draw in younger demographics and to attract more leads. It's also an excellent method for seasonal reminders that we can schedule in advance for you.
Get listed and found on 50+ local sites and apps
Modern search has changed the way customers find businesses online. Missing or incorrect data can result in unhappy customers, lost revenue, and a drop in local search ranking. Simplary will submit, update, and monitor your business information across data aggregators like Neustar/Localeze, Foursquare, and Data Axle.
Manage and improve your financial planning businesses reputation
Our marketing automation can help you cultivate positive reviews. With a favorable online presence for your business, you will be able to generate a positive first impression on new clients.
Improve your rankings with Search Engine Optimization (SEO)
Why do you need to be on the 1st page of search engines like Google? Because nearly every customer out there who is looking for local products and services starts the buying process online. Simplary helps your accounting firm build trust and relevancy online. Our goal is to get you onto page one of Google!
Capture market share with multi-channel advertising
Want to attract more clients? We’ll help you get quality leads across multiple platforms like Facebook, Instagram, Google, and more.
Turn leads into clients with the right website
Stand out with a modern website. Simplary makes your brand beautiful with stunning websites that attract your ideal customer.
Real financial planners, real results
Your financial planning business is only as strong as your stream of leads. Simplary has helped financial planning businesses like yours build their brand presence, improve their business operations, and drive drive leads to businesses like yours.