FINCH FINANCIAL EVENTS
THANK YOU FOR THE OPPORTUNITY TO WORK WITH FINCH FINANCIAL, HELPING TO DELIVER A SERIES OF EVENT MATERIALS. Requirements:•
Invitation (emailer and hard copy)
•
Marketing pack
•
Powerpoint presentation design
BACKGROUND Finch Financial will look to hold presentations to their existing clients over the next 12-18 months, with a view to holding a presentation every 2 months. The Finch database invites approximately 600 clients to attend an event, with a target audience of around 50 clients.
OUR RECOMMENDATIONS EMAILER INVITATION We would design an enticing invitation to be emailed to the Finch database. The invitation will include an R.S.V.P. function so responses can be tracked. HARD COPY INVITATION A complimenting postal invitation will be designed and printed. We would suggest using a good quality branded envelope with addresses handwritten. MARKETING PACKS We would work with you to create an interesting yet informative marketing pack to leave with guests attending the presentation.
ABOUT EMAILERS Email marketing is one of the most widely-used marketing channels and the cornerstone of any multichannel marketing campaign. It is effective for promoting products and services, invitations to events, building social communities from an opt-in database, and promoting unique content to nurture the customer relationship. Furthermore, email marketing has proven sales prowess. Bullet Creative specialise in making the most of every email campaign we design and distribute, by ensuring that they look great, use quality images and have the right content. There are a few essentials that you need to ensure are covered with email campaigns. For example, did you know that the highest open rate on desktops is Wednesday morning! Weekend emailers are
 mainly opened on tablets/ smartphones
– just something to bear in mind when planning your campaign. The following page highlights reporting available to give you useful management information.
EMAILER EXAMPLES
INVITATION EXAMPLE
GENERAL EMAILER EXAMPLE
HARD COPY INVITATION EXAMPLES
YOUR INVITATION TO
PLEASE JOIN US AT
THE FINCH AWARDS 2014 FRIDAY 2 nd MAY 2014 AT
SONNING GOLF CLUB
DUFFIELD ROAD, SONNING ON THAMES, READING RG4 6GJ
7.00 PM 7.30 PM 9.00 PM 10.30 PM 1.00 AM
AWARDS 2014
CHAMPAGNE RECEPTION DINNER AWARDS DISCO / ENTERTAINMENT CARRIAGES
RSVP TO SAM KITELEY
SAM@BULLETCREATIVE.CO.UK
3rd-6th
March
Please join us for
Drinks and Canapés RSVP
The Sky Bar, Grange Hotel London 15th November 2012 From 5.30pm - 10.00pm
RSVP Information
(Please complete in block capital letters) Name: Partner’s name: Business address: Mobile number:
Office Number:
PA’s name: PA’s number: PA’s email address: Next of kin: Next of kin phone number Any other information (i.e. medical conditions) Special dietary requirements:
Passport Information
You
Your Guest
The Grange Hotel 10 Godliman Street London EC4V 5AJ
St Paul’s St Paul’s Cathedral
(as appears in passport)
Passport number: Passport nationality:
Feel free to bring along a colleague or two - please RSVP to let us know who is coming at your earliest convenience
Country of issue: Passport issue date: Passport expiry date: Date of Birth:
icitcotro QuueeeennVV iar iR aoSadtre et
Blackfriars
RSVP to Dawn Barry dbarry@closepf.com
Grange St Paul’s
020 8786 2401
Goldim ans St
Carter L ane
Name
invitation
Saturday 6th October 2012, Beaumont House, Windsor
We’re delighted to invite you to
The Close Conference 2012 The conference promises to be informative as well as great fun, focusing on our core value: One Team One Vision, to be the best we can be. The plan: 10:00am 10:30am 1.00pm 2.00pm Evening
Arrival Conference commences Lunch Teambuilding Gala Dinner, entertainment and awards ceremony
So that you can really relax and enjoy the whole event we’ll be providing you with a complimentary bedroom at Beaumont House overnight.
Transport
Coach transport to and from Tolworth Tower is available, alternatively you are free to make your own arrangements (the hotel has plenty of parking on site).
Foxhills Golf Club Thursday 11th July 2013
Please respond in block capitals
The Close Conference 2012
Name: (full name) …………………………………………….
Accommodation
Surrey Golf Day
RSVP
Dress code
Daytime - casual Evening - black tie (gents, we will hire dinner suits if you need one)
You need to RSVP
To help us plan please let us know if you’re able to join us or not. Please can you return the RSVP card to Marketing (10th floor) at your earliest convenience.
Department: ………………………………………………….. Please tick as appropriate
I will be attending
Sorry I can’t make it
Please send your responses to the Marketing Team by internal or by I need accommodation overnight YES post NO
placing in the Conference Post Box in the Marketing area on the 3rd floor.
I will require coach transport
YES
NO
I will need a dinner suit hired
YES
NO
I won’t be staying overnight but will need a room to change before dinner Please note that we can only hire dinner suits for gentlemen; ladies have more flexibility with a black tie dress code.
Dietary requirements / Notes: ……………………………............................……………..............
YOU’RE INVITED TO
JOIN US IN DARTMOUTH TO
CELEBRATE AMANDA’S 50th BIRTHDAY FRIDAY 13th - MONDAY 16th JUNE 2014
VIP invitation You are invited to drinks and dinner with Jumio and Continent 8… and to meet a convicted (ex) card fraudster Please join the team from Jumio and Continent 8 for drinks and dinner at La Fonda del Port Olimpic in Barcelona. Of course it wouldn't be EIG if there wasn't some serious client dining going on…but this year we would also like to give you some time with the man who's been behind £30m of fraud losses to the UK's financial institutions, online retailers and online gaming companies. Tony Sales was one of the UK’s most wanted criminals after using ID fraud and card fraud to cheat businesses out of an estimated £30,000,000. After six years on the run Tony was caught, served his time behind bars and is now an established fraud prevention consultant.
When: 8.30pm, EIG Day 1, 8th October Where: La Fonda del Port Olimpic Please confirm to: david.pope@jumio.com
www.jumio.com
www.lafondadelport.com
I used to like a bit of an online punt when I was a fraudster. Of course, I never used my own card, then one day I decided to start using online gaming sites to make some serious cash…
Tony Sales
.........................................................
You are invited to join MEI for an informal and educational day at Mercedes-Benz World, Brooklands on Wednesday 25th April 2012. rsvp: Robin.Varley@meigroup.com
at Mercedes-Benz World
A CLASS EXPERIENCE
at Mercedes-Benz World
A CLASS EXPERIENCE at Mercedes-Benz World
A CLASS EXPERIENCE at Mercedes-Benz World
MARKETING PACK EXAMPLES
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FINCH P E C FINCH PROFESSIONRSIVATCOM LICIAL ENTSPROFE MER
SUCCESSION MEMBERS PROFESSIONAL INDEMNITY INSURANCE SCHEME
PROFESSIONS
Professions - Account Execut
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Finch has a range of professional Indemnity insurance products available, designed for the Wealth Management and Group Benefits Markets
DL
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THIS IS WHAT ONE OF OUR SUCCESSION MEMBERS HAD TO SAY:
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“We asked Finch to review our recent PI renewal. We were delighted to be promptly informed that far better terms could be obtained with a much lower premium.
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This one transaction has saved us several £‘000’s and we will be looking to review other insurances upon renewal. Many thanks to Finch Commercial.” David Butler MD, Cassidy Coutts Donald & Partners Ltd
CONTACT OUR PROFESSIONAL INDEMNITY TEAM
SSIONS
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COMMER
GRAHAM
Private Clien
PRIVATE CLIENTS
ASH
ts - Manag er grahamash @finchgro up.net DL 0118 9 21 5094 M 07824 336 465 E
Clients - Ac count Tech nician christophe rmealor@ finchgroup .net 0118 918 665 6
TIM BUJN
Private Clien E DL
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ts - Account T echnician timbujniewic z@finchgr oup.net 0118 918 665 7
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FRANK HERNANDEZ Account Executive DL. 0118 918 6650 | M. 07787 295929 E. frankhernandez@finchgroup.net
WE CAN OFFER •
Limits
| £1m - £50m
•
Whole of Market, Independent offering
•
Excesses
| £2.5k - £25k
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VISIT US AT
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Finch Commercial Insurance Brokers LTD is registered in England and Wales Company Registration No. 4251300 Authorised and regulated by the Financial Conduct Authority Finch Group Professions is a trading style of Finch Commercial Insurance Brokers LTD
Contact
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FINCH GROUP
IFA specialist PI Scheme
53A Crockhamwell Road, Woodley, Berkshire, RG5 3JP T. 0118 969 8855 | E. enquiry@finchgroup.net | W. finchgroup.net
•
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SURACNECE GENERAL SIN AN RET LS U FRAN K HE D IN RNAAI T NDEZ C L TA A N R E NO GEC AILS T E D T C AIVE CONTACTS CONECTUT
FINCH COMMERCIAL INSURANCE BROKERS LTD is registered in England and Wales Company Registration No 4251300. Authorised and regulated by the Financial Conduct Authority. Finch Group is a trading style of FINCH COMMERCIAL INSURANCE BROKERS LTD.
GENERAL INSURANCE BROKER PACK
QUOTATION INVITATION - EMAILER Create and design emailer template with R.S.V.P. design and functionality.
£640.00
To create subsequent invitation, £320.00 based on previously designed template. INVITATION - HARD COPY Design invitation with R.S.V.P. Printing to be quoted separately once brief confirmed. MARKETING PACK Creative concept for marketing pack. Content to be supplied by Finch. Design to allow for subsequent event packs to be modified easily with event topics.
£320.00
£880.00
POWERPOINT PRESENTATION DESIGN To review current PowerPoint presentation. £800.00
Prices are plus VAT.
contact‌ e s a le p n formatio in e r o m r o F
e v i t a e r C t e l l Bu 948 500 M. 07710 885 885 T. 01932 .co.uk e v ti a e r tc e ll u E. sam@b ve.co.uk ti a e r tc e ll u W. www.b