Increased marketing investment from franchisees

Sandringham Financial Partners [logo]

Here’s our at a glance case study for Sandringham Financial Partners where a portal helped partners stay on brand and compliant.

Project background

Sandringham Financial Partners is a UK market-leader in the provision of tailored independent financial advice. With over 280 financial Advisers and partners working nationally, giving expert advice on investments, pensions, mortgages, protection and estate planning.

The challenge

Sandringham used to manually create artwork for each adviser taking the Chief Technology Officer over a day a week to handle the demand, a hugely inefficent use of his time. They were looking for improved print quality, service and turnaround times for their Advisers’ print requirements.

The solution

print audit was conducted that identified 3 key areas of improvement:

  1. Online templates – To keep all the artwork on brand and compliant for FCA approval. Advisers fill out the templates, saving time and removing resources needed to create artwork.
  2. Print turnaround time – To improve service and decrease turnaround times from order to delivery.
  3. Approval process – Instant and traceable, each order is allocated to an adviser.

A cost proposal and business case was created to cover the stationery to start with. This then was followed with a suite of documents, such as, Client Agreements and Tax Guides.

Sandringham Financial Partners with new clients

The result

A portal created to compliment the brand style of Sandringham. An increase in orders through the marketing department due to the faster turnaround. Saving resources in the marketing department as the pre-designed templates were on-brand and compliant prior to receiving the orders. The ability for Head Office to approve orders prior to print.

“After an initial assessment, an easy-to-use online portal was developed, so all of our advisors could edit, order and access their own marketing materials. This saves our internal team up to a day a week, previously spent generating and proofing artwork.”
Craig Barraclough
Sandringham Financial Partners