Tailored
Advanced segmentation, personalised communications, and adviser marketing support help firms increase engagement while meeting Consumer Duty expectations
Tailored Content Streams combines your website, content, communications and campaigns in one platform. Solutions typically include a template website, up to three news articles per week, guides, campaign and newsletter tools, analytics and ongoing support.
Client segmentation enables targeted content based on needs, interests or life stage, creating more relevant communication, stronger engagement and improved client retention.
The packages below provide a structured starting point with fixed pricing, but each solution is tailored to your firm's size, objectives and budget.
Foundation
For firms where digital drives growth, a template website with your choice of images, regular content, a range of guides, social media posts and the ability to create and send your own newsletters.
(£475 set-up + £140/month)
Enhanced
For firms beginning to communicate more effectively with different client groups.
Introduces audience segmentation and a simple campaign structure alongside regular content and newsletters, improving consistency and engagement.
(£1050 set-up + £210/month)
Engaged
For firms introducing campaigns and ongoing content to sit alongside their existing website, with greater focus on targeted communication.
Provides a balanced approach to increase relevance and strengthen engagement with key audience segments.
(£850 set-up + £190/month)
Advanced
For firms running multiple campaigns with a structured marketing approach and targeted communications for different client groups.
Supports consistent campaign delivery to improve engagement and marketing performance.
(£850 set-up + £250/month)
Enterprise
For larger firms running multiple campaigns and supporting adviser marketing and introducer partnerships, requiring a targeted, data-driven approach.
Supports advanced segmentation and full campaign management to drive engagement and enquiries at scale.
(£850 set-up + £300/month)
Across all tailored options, activity is managed within a single platform, making it easier to plan, deliver and monitor communications. A fully managed service can also be provided.
For firms that do not require this level of segmentation or campaign-led activity, Standard solutions provide a more structured way to maintain a professional presence and consistent communication.
To order please email digitalsolutions@contentstreams.co.uk
Order your solution now!
Content Streams is integrated with Plannr and works with other CRMs to enable segmentation
