Solutions
 
Enterprise Advisor SolutionsEnterprise Advisor Solutions
Website SolutionsWebsite Solutions
Independent SolutionsIndependent Solutions
Association SolutionsAssociation Solutions
Compliance SolutionsCompliance Solutions

Website Solutions

More and more consumers are turning to the web to do their research, planning, tracking, and trading. Financial institutions must offer self-service options to retain their customer base, and the information must be consumer-friendly.

On-line financial planning information supports both consumers self-educating themselves as well as existing customers wanting on-line access to financial planning information.

Forefield KnowledgeTrust™ offers a comprehensive set of consumer-focused articles, profiling tools, FAQs, and life events that trigger the need for financial planning and that bring consumers and customers to your site. The content can be easily integrated into your site, seamlessly blending with your own content, product information, and contact data. Forefield KnowledgeTrust can be delivered either via an XML data feed or as a hosted, private-labeled solution.

Some of the issues commonly raised by financial website managers:

Challenge 1: Keeping content updated, with the ever-changing legislative and regulatory environment, is costly and time consuming.

  • Forefield has a staff of dedicated editors with legal and financial planning credentials, continuously updating the content to reflect the latest tax laws and regulatory changes.


Challenge 2: I want to keep my site fresh, with changing information that will keep my customers coming back.

  • Forefield KnowledgeTrust has over 1,000 content resources you can post to your site. You can change or rotate resources to drive ongoing activity on your site.
Challenge 3: I have a strong branded look on my site -- I don't want to add anything that doesn't fit that look and feel.

  • You can easily integrate KnowledgeTrust content into your site's look and feel, using customizable style sheets with the XML data feed or through having Forefield create a custom, private-labeled site that perfectly matches your existing web site.

 

 
  November 2007
H&R Block Financial Advisors Deploys Forefield Advisor and Newsletters
H&R Block Financial Advisors will deploy Forefield Advisor and Forefield Newsletters to all H&R Block financial advisors (FAs).
read more...

  August 2007
National Financial Services Selects Forefield
National Financial Services has selected Forefield as member of the National Financial Alliance Program. Clients of National Financial Services will now have access to Forefield Advisor, Newsletters, Seminars, and Continuing Education through National Financial platforms found at www.forefield.com/nationalfinancial.
read more...

  May 2007
Commonwealth Financial chooses Forefield for Enterprise Deployment of Advisor and Newsletters
As the latest addition to the firm's wealth management program, Commonwealth will provide the service at a 75-percent discount from Forefield's subscription rate.
read more...

  March 2007
Forefield Expands Newsletter Service
Enhanced newsletter service offers increased content & formatting options and broader distribution capabilities.
read more...

  November 2006
Forefield Introduces New Calculator Presentations
New Calculator Presentations provide financial advisors with expanded client marketing toolkit.
read more...

  October 2006
RBC Dain Correspondent Services Selects Forefield Advisor
Forefield Inc. announced that RBC Dain Correspondent Services, a division of RBC Dain Rauscher, has selected Forefield Advisor, a sales, education, and client communication tool, to be made available to its 170 correspondent firms and their financial consultants.
read more...

  June 2006
Raymond James Financial Selects Forefield Advisor
Raymond James Financial has selected Forefield Advisor, a client communication and education tool, to be made available to its 4,800 Raymond James financial advisors serving 1.2 million accounts in 2,200 locations.
read more...

  March 2006
Forefield Announces Next Generation Advisor Platform
Advisor platform now features e-mail presentation materials, expanded search engine, and additional commercial printing options.
read more...

  February 2006
Forefield Enhances Newsletter Service and Announces Record Growth
Following a tripling of its Forefield Newsletter subscriber base in 2005, new enhancements position Forefield for even faster growth in 2006.
read more...

  October 2005
Forefield Launches E-mail Newsletter Service
Forefield’s new e-mail newsletter capability creates native html newsletters using the same NASD-reviewed content resources developed for its Adobe® Acrobat PDF print newsletter service.
read more...

More news...
Home    Company    Products    Solutions    News    Clients & Partners    Contact Us
• © Copyright 2006 - 2007 Forefield Inc. All rights reserved •
33 Boston Post Road West, Marlboro, MA 01752 • (800) 550-6831 • info@forefield.com
Terms and Use Agreement