Most people won’t hire a Financial Services Business without looking at their client reviews first!
If you don’t have a steady stream of client reviews then you’re getting left behind. We offer you an easy-to-use industry compliant solution that solves your lack-of-review problem and grows your list of clientele.
Are You Having Trouble Getting Reviews And Referrals For Your Financial Services Business?
Compliance makes it difficult to stand out in the financial services industry
It’s hard to differentiate your service from your competitors
Word-of-mouth determines the best financial services in town vs flashy ads that say so
It’s difficult to get reviews and referrals from clients with stickers or business cards
It’s risky to offer free presentation dinners and not be able to convert anyone
You might find a new client at a chamber mixer
Someone might refer you a new customer from a local networking group
Locals might see your ad in the newspaper, mailer, or vehicle wrap and decide to call
Online reviews and client referrals have always gotten you new business. Focus your efforts there to get new clients because you know it works!
Imagine having your clients become an advertising engine which feeds you new customers using ReviewRefer!
Here are just some of the benefits you get:
Your financial service business will be found by more people searching for you online
You can create custom coupon offers & referral offers that people can share with their friends and redeem online
You can text message review & referral requests to your customers which have a 90% open/read rate
You can easily send reviews to clients using our messaging and link automation feature
You can keep track of new customer appointment status and more
We Help You Get Reviews & Referrals Through Our Simple Process
STEP 1: Point them to where you want the review
Need more client reviews on Google? Check the Google box. Your client receives a link to review your service on your Google Business page. Reviewrefer works the same way for other business review sites as well.
STEP 2: Decide when to send the review request
You can send your client the request while you are still standing in front of them, shortly after they leave your office, or schedule to send later. Your client receives a text message or email (depending on which you chose to send) and they post a review on the link you gave them to Google, your Facebook business page reviews tab, HomeAdvisor, etc…
STEP 3: Start getting reviews where you’ve needed them
We’ve built our service to be super-easy-to-use so that all you need is their consent to message and their phone or email to send to. We always send the client an opt-in text to verify their verbal permission and you can print out your list of opt-ins and outs to prove TCPA compliance. Our process helps you bypass your competition by keeping a fresh stream of reviews piling up where you need them the most. The best part is that you save a lot of time because the complicated stuff is automated.
WHAT WE’VE LEARNED FROM THE REVIEW & REFERRAL INDUSTRY AND HOW IT BENEFITS YOU
A lot of assumptions are made about reviews and referrals by business owners, managers, and employees. These assumptions are usually implemented into business policy and practice and do more to hurt a business than help it. We’ve done a lot of research which include studies conducted by Harvard University, Statista, Forrester Research, to name a few.
Here are the core lessons we’ve learned and also incorporated into ReviewRefer to get you the highest value possible in growing your business with new customers:
The Star Count Does NOT Matter
Prospective clients care more about what is written in the reviews by other clients than what the star counts and rating totals are.
5 Or More Reviews Gets More Clients
A Northwestern University study identified 270% greater conversions for businesses with at least 5 reviews on a review-based platform.
No Reviews Creates Immediate Distrust
Prospective customers doing online searches for financial services will skip businesses which have no reviews. You build a wall between you and your prospect by having 0 reviews.
94% Of People Read Reviews
Prospective customers go to their trusted review websites and search engines to research which financial services business is the best choice via reviews.
Reviews Play A Critical Role In The Decision Making Process
In an industry-lead study, 97% of those surveyed said that customer reviews factored into their buying decision.
Clients Distrust Advertising & Turn To Reviews
In a TrustPilot study, 70% of consumers do not trust what they read, see, or hear from advertisements and turn to reviews to make an informed purchasing choice. Let’s face it, most print ads go into the trash and prospective clients search for financial service businesses with their phone online or recommendations from a successful friend.
How Do I Use ReviewRefer To Win Over My Competitors?
We’ve built Review Refer to be extremely easy to use with a lot of features and ways to get in front of new clients compliantly. Here are some of the top benefits:
You steer your clients where you want them to post reviews of your business!
Text or Email Review and Referral Requests
You can ask a customer while they are still in front of you if you can text or email them a message with a link to post a review of your product or service.
If you feel uncomfortable doing that or don’t feel that you have the time to do this individually while you are top-of-mind, you (or a staff member) can send the request later.
Review Refer supports the upload of your customer phone numbers for text messaging OR the upload of email addresses to email them your review or referral request. With each, we offer them the ability to opt-out of receiving further requests from you to be legally compliant.
Save Time with Automation
No one wants to have to re-type the same message over and over when asking clients for a review. Plus, there are custom links you have to use with certain sites or your customer will be taken to a login page and not your business review page!
With ReviewRefer you enter this info one time and the service remembers it. Going forward all you need is the customer phone number or email and then hit send. Super easy to use!
You can send a review request instantly while still in front of the customer, after you leave, or schedule send in bulk. We do a drip-send so that the review websites are not hit with a flood of reviews all at once. Pause or cancel the bulk sends at any time.
Generate More Business With Our Referral & Coupon Code Creator
You can create custom offers for existing customers or referral offers for them to share with their friends.
Our Offer Code generator allows you to:
- Create your own unique codes for the customer/prospect to redeem
- A message template for you to post your offer, terms, and expiration
- A link to post with the offer so customers can redeem it and book an appointment with you
- A digital creator that turns your offer into a digital image to post on social media and send in emails
- A WYSIWYG editor to change background color, text color, add a picture background, include or exclude your company logo, and more!
- A custom page for existing customers and prospective customers to go to and redeem your offers (which you can track and manage in our CMS)
Keep Track Of New Bookings With Our CMS (Customer Management System)
ReviewRefer tracks your customers who visit your ReviewRefer.com code registration page and redeem your coupon or referral code offer. You have an easy-to-use dashboard that displays what code they redeemed, when they redeemed it, their full name, phone number, email, and if they booked an appointment with you yet.
You can bring up an individual customer record and click the phone number for click-to-call on your mobile device OR click on their email to open up your email client to send them an email!
OUR NO-FUSS 14-DAY MONEY BACK GUARANTEE
We offer a 14-day money back guarantee so you can use our software, get some customer reviews and referrals under your belt, and decide to stay or go. If you go, simply cancel within 14-days for a full refund. You’re out nothing and you get reviews and referrals to keep for your time. There is no one to call and no strong-arm tactics. Simply cancel electronically. Our 14-Day Money Back Guarantee is for all plan types.
There is no risk and nothing to lose.GET STARTED