Mar 18, 2021

Spring cleaning your finances

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Spring is right around the corner and maybe you’re thinking it’s time to start spring cleaning… but we’re not talking about your home. We’re talking about your business in the finance sector.
Your customers or clients may take this seasonal change to relook at their finances and seek financial advice. But is your digital presence equipped to draw in new customers or for existing clients does it have correct functionality? 
How is your current website? Does your branding reflect your values? Does your marketing stand out? FinanceStream can help.
We’ve listed some points to think about when going for a change – whether that’s website, branding or marketing. 
Your spring clean checklist
  • Business aims
    Are you on your way to achieving your business aims? Looking at your business aims and objectives should be top of the list when considering a change. Do these lineup? Contribute to your goals? Your website, branding or marketing should help you in reaching these.
  • Finance
    With any financial purchase for your business, you’ll be thinking in terms of investment and what the return will be. If it’s a long term benefit and is for the better, why delay it? 
  • Customer pain points
    What are your customers’ pain points? Do you have solutions to them? Don’t let outdated websites, branding or marketing be a hindrance to being able to solve and meet customers’ needs. 
  • Current operations
    How is your current website, branding and marketing operating? Do improvements need to be made to help with the users’ experience? 
  • Competition
    Are other financial businesses performing better than you? Why is that? Or are you finding that you’re similar? Well then standing out is a must. Refreshing your online presence will give you that competitive edge you’ve been looking for. 
  • Influences
    What is it that influences your business and how you work? Search for inspirations and find out what you like and from that, you’ll be able to check what needs to be changed and how to do this. 

notebook and pen to put down ideas of for changing my financial business

Have the points above inspired a change? FinanceStream are happy to have a chat or answer any queries you have. See how we can help. 
Give us a call on 0333 242 3990 or email robin@financestream.co

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