Raymond James Financial: Strengthening client relationships

The Personal Touch (And Swipe) 

Raymond James

The most-successful financial advisors regularly demonstrate a personal interest in the prosperity of their clients. To help its advisors engage both clients and prospects, investment advisory firm Raymond James Financial now offers a digital version of its award winning quarterly publication, WorthWhile, created using Adobe Digital Publishing Suite. With more than 2.5 million accounts managed by 6,300+ financial advisors, Raymond James Financial helps guide those clients on how best to save, invest, and grow their money — and the WorthWhile app is a key part of the firm’s strategy.

“The digital edition brings financial advisors and clients closer together,” says Cameron Diehl, manager of advisor productivity and marketing strategy at Raymond James. “It keeps advisors’ names in front of their contacts, who can then email the advisor or go to their website directly from within the WorthWhile app.”

Customization of the app is made possible using restricted distribution capabilities in DPS. Advisors can include a banner with their logo and contact information, and clients and prospects access the interactive publication using a unique ID. The digital edition’s engaging content, which includes embedded videos, timelines, slideshows, and animations, are only part of its appeal to Raymond James. It also supports the company’s strategic move to enable advisors to practice at any time in any place. Overall, the digital edition offers advisors more immediate contact with clients to help shorten the sales cycle and enhance relationships.

PDF Success Story:

Learn more and download the Raymond James Financial success story:  http://adobe.ly/GBISuq
Download the WorthWhile app:  https://itunes.apple.com/us/app/raymond-james-worthwhile-magazine/id650024552?mt=8

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