Fund Communication and Member Education

We specialise in developing, implementing and managing the best suited communication strategy for you, ensuring a positive result driven outcome – making sure that your members are well informed at all times.

Strategy

We research and prepare an integrated communication strategy in accordance with the initial client brief.

We offer
• Full fund communication assessment • Developing a communication fund policy
• Check to align your fund with statutory communication legislation
• Provide solutions and budgetary advice on large projects

Market Research

We conduct a communication market analysis, establish communication objectives and create a communications budget accordingly. We use a wide range of mediums including electronic, face to face and outbound call centre surveys.

We offer
• Focus groups • Member surveys • Electronic surveys
• Comprehensive reporting and strategic advice • Personalized questionnaires

Project Management

We are able to manage the communication campaign from beginning to end. Our services include planning, organizing, securing and managing resources to ensure that all project objectives are reached. We have regular status and report back sessions with our clients throughout the project. We also provide presentations and feedback directly to the board of trustees on request.

Channels

Depending on the needs of our client’s target markets, we identify and introduce the best-suited tools and channels to communicate to all target audiences.

We offer:
• Audio-visual presentations and member talks • DVD production • Website development and maintenance
• Issues management • PR & corporate communication • Event management; launches, AGM’s
• Trustee Training

Branding and Design

Creative and careful management of fund branding and media items assist trustees in containing the expense while reaching all members in an effective manner. Our team of specialists have systems in place to ensure the production of your media items are seamless, cost effective and practical.

We offer:
• Newsletters • Annual reports • Circulars and E-Flyers • Posters • Banners
• Handouts and giveaways

Member Call Centre

We currently run a state of the art member call centre with the latest technology and systems. All calls are recorded and we conduct regular quality control checks to ensure that our clients receive the best possible service.

We offer
• Inbound call centre • Outbound call centre • Call centre technology and recording systems
• Reporting and logging • Staff training • Management

Our track record speaks for itself

We have won eight different communication awards on behalf of five of our clients which is a clear indication that the Financial Services Industry believes we must be doing something right.

We help ring fence your communication costs. We care take your program if that is what you need and ensure that all the leg work is dealt with, so that your administrators can focus on their specialization and your principal officer has time to effectively manage your Fund.