About us

MailFirst is the next generation in email marketing for the financial services industry; a full software and content solution that means you can always communicate with your clients, exactly when it matters.

As a complete communication platform positioned specifically towards the professional advisory market, it allows for the creation of eShots, eNewsletters, targeted mailers, portfolio rebalancing, surveys and much more. But we don’t just provide you with an email marketing software: we also provide relevant and engaging content to go with it along with a monthly managed service, making sure you’re always on the front foot when it comes to communicating with your clients, prospects and professional connections.

What’s included?

Your MailFirst subscription will include a licence to our Content Store, a home for interesting financial planning and accountancy articles, videos, photographs, graphics and more – all available to use whenever you need them. We know it’s difficult to find the time to produce marketing material in-house, which is why the Content Store is constantly updated, meaning there’s always a reason to talk to your clients!

We understand how important it is to create consistent touch-points with your contacts but we’re equally aware of how busy you are! One newsletter a month can go a long way with both existing and prospective clients. It’ll be your company’s name in their inbox each month, a great reminder that you’re there and connecting with them. We know how hectic work can be and how a monthly newsletter may slip further down your priority list, so we’ll manage the production and delivery for you. We’ll make it happen and you can just simply sign it off!

On set up, we will design a html template for you from scratch and build this within your account. We will also provide full training and ongoing telephone support for any ad hoc campaigns you’d like to send out alongside the monthly newsletter we create for you.

Get in touch

It’s the ultimate offering in online communication, guaranteeing you a message to send out to your clients, increasing your visibility and helping you forge better professional connections. Get in touch by email for a demo of the software and more information or call 0345 450 8363.