View more on these topics

Progress launches client segmentation campaign

Progress from Royal Liver is launching a client segmentation campaign to encourage more IFAs to sell protection.

The online protection provider has launched the campaign in a bid to help IFAs gain a better understanding of their customers through data segmentation.

The campaign includes a direct mail tool highlighting the opportunities and benefits of segmentation, and a suite of segmentation sales aids, including customer profiles and product analysis.

Progress IFA marketing manager Aidan Dewhurst says: “Existing customers often hold the key to new business opportunities and our segmentation campaign is designed to put this theory into practice.

“It offers a useful framework that will help advisers maximise the potential of their existing client bank and strengthen relationships at the same time.”


Natural selection

The recent release of worse than expected first-quarter1 GDP data vindicates our cautious views on the economy – we expect UK GDP to contract by 3.5 per cent this year. Significant further deleveraging is required on the part of consumers and businesses.

Prime motivation

As many mortgage advisers have already left or are thinking of leaving the mortgage market due to the credit crunch, we are bucking the trend with our current recruitment campaign and are looking nationwide for more mortgage advisers to join us.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm