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Accordion Folder: A Tool For Investment Firms To Promote Their Brand While Helping Clients

Posted by Chris Higgins on Mon, Mar 10, 2014 @ 07:00 AM

As an investment firm, you’re selling a service – one that’s important for investors with both small and largedocument holder sums to invest. And you probably are well aware that your firm is not alone; in fact, the world of professional investing can be extremely competitive. Thousands of firms of all sizes are vying for the business of the same customers you hope to attract. And that means you need to be able to demonstrate, in a way that’s meaningful and memorable, why your firm is the best choice. You need a compelling way to define your brand.

Of course, it’s important to provide trustworthy, dependable service. But promoting an intangible service can be difficult. To really position your company to be competitive and successful in the sea of brokerages and investment firms, you need to think of your service like a product. And to do that, you need to provide packaging that clearly defines your brand and your promise of great service. Accordion folders are a great choice for investment firms because they combine an organizational solution clients need with the focused branding you want. A branded accordion folder becomes a powerful investment kit that will last instead of just another pocket folder.

Check out these Three ways investment firms utilize accordion folders to promote their brand and make clients lives easier:

Client welcome kit

Clients with considerable assets to invest often have multiple brokerages wooing them and their business. Making sure they choose your firm means you need to make a strong impression right from the beginning. The best way to do that is to provide them with a branded product that positions you as a professional service provider who’s interested in their needs. An accordion folder is a natural choice.

As any seasoned investor knows, keeping track of investment paperwork including information about their investment firm takes time and effort. What’s more, many of these investors lead busy professional lives, so they’ll appreciate a firm that understands that and offers them a simple solution. In a competitive situation where an investor may be looking at several investing options, you have one chance to make a strong impression that can yield big returns. Providing clients with a professional investment package contained in one, easy-to-access kit is an effective way to demonstrate how much you value their business and how willing your firm is to do whatever it takes to make investing easier for them.

Client organizational tool

Regular review is one of the most important steps a client can take in ensuring their investment strategies will help them meet their goals. Providing them with an accordion folder is an ideal way to help them make reviewing and planning that much easier.

Even relatively small investment accounts can involve a significant amount of paperwork. The prospectus, forms for initial investment, forms for additional investments, forms for withdrawals, monthly and annual statements and more all need to be kept on hand for easy access, for review and planning as well as for taxes.

Multiple pockets make organization a snap, offering clients the flexibility of filing by document 

type, date of receipt or other categories. And because an accordion folder is expandable up to a full four inches, your clients can add to the folder as new investment strategies come to light, keeping track of stocks and other investments and making notes to keep them on track for your next in-office appointment.document folder

Cross-selling

Mutual funds, ETFs, stocks, options, CDs, money market funds, bonds and annuities – there’s a good chance your client could benefit from many of these. Yet many clients don’t take advantage of all the investment opportunities and products available to them because they’re unaware of them. Giving clients an investment folder chockfull of information about different types of investments or including information in new client folders or investment folders is a great way to provide them with the information they need to make the best, most informed investment decisions for their needs.

Helping to make clients’ lives a little easier and more organized promotes your firm as one that’s helpful, one that values its clients and their needs, and one that can be relied upon to provide solutions. Branding it with your firm’s name, logo and contact information helps those clients connect your firm with a more organized, less stressful life. 

 Download  24 Innovative Uses  of Accordion Folders

Topics: accordion folders, Document folders, Custom document Folder