1. I Just Don’t Get Apps!
Why are Accountancy, IFA and IFP firms
launching smartphone & tablet Apps?

2. To Where We Are Today

3. Is an App:
• A Vanity project
• Full of gimmicky features clients will not use
• A pointless fad that will die out
Who is going to use it anyway?

4. You don’t HAVE to have one
It’s not a magic wand
It’s not a Holy Grail
It is up to you to assess the pros & cons

5. Its not a mobile website
An App does what a mobile site CANNOT do
Track Mileage
Manage Receipts & Income
Provide real-time news & data
Powerful Communication platform
Integrate with other tools & other Apps

6. Apps Dominate
Mobile Web

7. 5 C’s
• Creation
• Context
• Content
• Communication
• Control

8. Creation

9. It surprised us!
A GOOD marketing tool
A way of differentiating our clients from other firms
So we built one. . . .
Its what happened next that really surprised us!

10. End Users Loved Them

11. ‘They’ Led Us

12. Over
25,000
of them

13. They told their advisors what ‘they’
wanted
• Social Media & Skype integration
• More calculators
• Mileage Tracker
• Receipt Manager
• Income Tracker
• Precious Metals data
• More Integration

14. And ‘they’ got it

15. CONTEXT

16. So while we discuss ‘Why Apps’
‘they’
your clients and prospect’s
‘they’ are using Apps
‘they’ want Apps

17. An App is:
The most affordable
Effective
Productive
Efficient
Tool for you to reach & interact with existing &
future customers.

18. This is commonplace

19. The most exciting
thing I have seen in
over 45 years of
accountancy

20. For businesses, the App ecosystem
represents a commercial and
customer services opportunity that
should not be missed.

21. Jamie Gordon - Lynas Vokes
“As a firm of investment managers we know a growing number of
our clients and potential clients use Apps. So we knew we needed
to find a way to reach out to them in a modern, technologically
advanced manner. To interact act with them via the devices they
use every day, smartphones and tablets. When we saw the
demonstration of the Your IFA APP solution we knew this was the
perfect solution for us. The entire process from enquiry and order
to App going live in the Apple and Android stores has been fast,
efficient and professional.”

22. Thomson Reuters’
The mobile App enables practioners to bring
their clients a new dimension of functionality
while maintaining their own branding and
identity. Building better relationships, and
providing a level of service and sophistication
that wasn’t possible for small and mid-sized
firms in the past.

23. “A complete no-brainer! In today’s high-tech
world accountancy firms MUST launch their own
App.”

24. Never in history has it been possible to be this close
to your clients and prospects
All of the time
At Low Cost
With Zero Implementation or Management

25. So where does the
come from?

26. Speed can be unsettling
Since 2007 there are now 1.2 billion people
using Apps regularly
This number is set to expand by 30% by 2017
Over 80% of an average firms clients use Apps

28. Its Happened So Fast
That most haven’t even bothered to take notice
It Just Seems Natural
“I had a sense, I knew, that Apps were important – but
I didn’t really ‘get it’ or know enough, until….”

31. The Post PC Era

32. Exciting Times & Astonishing
Opportunities
Hyper Personalised Media
168 minutes per day watching TV
158 minutes per day on mobiles
80% of that time is spent in Apps.

33. CONTENT

34. What Can An App Do?
Mobile is the number one communication
channel.
Apps will become the interface between a firm
and its customers in the next 18-24 months.

35. As Close to Bespoke As Possible

36. Calculators
16 Powerful Calculators
Dividend Verses Salary Corporation Tax Income Tax
Should I Incorporate? Increased Profit Contractor
IHT APR Stamp Duty
Inflation VAT Payslip
Loan Company Car Mortgage and Savings
To answer the run of the mill, daily questions in
your branding thanks to your App

37. Great Content
Tax Tables Financial Dates Key Practice Info
Click 2 Call Financial News Precious Metal Tracker
Blog Stream Social Media Skype Integration

38. Amazing Tools
Photo Receipt Manager
Mileage Tracker
Income Management
Portfolio Tracker

39. Communication

40. A Permission Based Mobile
Communication Channel
A deeply personal connection
Push is the voice of your App

41. Communication made Easy
Communicating with clients & prospects can be
difficult, time consuming and unproductive.
Having an App changes this
Push messages take seconds to send

42. Stop Fighting
Push Messages don’t fight for space in an inbox
or mailbox
Generate an 80% + open rate
Can be scheduled in advanced
No extra charge

43. Lets Have a Closer Look
Emails Push
Inboxes are overflowing Personal connection
Data accuracy vital Client manages data
Bounce rates high 0% bounce rate
Open rates of 3 – 4% 80% + higher open rate
Difficult to send Seconds to send
Legal issues/data protection etc No data stored by you

44. What do clients use them for?
• Promote local events, networking etc
• Advise on topical blog or news articles
• Budget and financial updates
• Wealth Alerts
• Tax return reminders

45. OK I ‘get it’ but what about ROI
Increased Referrals
Direct Enquiries
App Promotion
Increased Customer Loyalty
Hours of Time saved
Future Proof

47. No ‘Selling’ Just Give it Away
Giving away your ‘Free App’ implies:
You are different Than their existing advisor
You are technologically advanced Their current firm are old fashioned
You care enough to launch a free App Their current advisors don’t
You are proactive, prepared to reach out Not heard from their firm
You are smart, forward thinking & creative Than the stereotypical advisors

48. MyFirmsApp
Built for Advisors
Inspired by End Users
Proven, Tried, Tested and Fully Endorsed

49. Your Personal Demonstration
Simply Register for your FREE 1:1 App
Demo in 3 ways
1.Email me direct on
danielr@myfirmsapp.co.uk
1.Register at www.myfirmsapp.co.uk
1.Call our expert team on
0800 8030 826