Wealthtrac is a distributor of wealth management products and services that are developed & marketed under the Wealthtrac brand. Their focus is on the independent market, so their clients are primarily small to medium securities dealers and accountants.
In the finance and wealth creation space, trying to make products as simple to use and understand is key. Building an awareness of your brand and products in this cluttered industry can also be a challenge. These are the two main drivers that propelled Wealthtrac to purchase a Shareable App.
Wealthtrac also wanted their app to act as an education and incentivised referral tool. A Share Rewards program was set up in the app allowing users to go into a prize draw each time the app was shared with 5 clients or advisors.
The Education menu item includes numerous links to the ATO and partner information pages, which is extremely helpful for users looking for a range of insights and advice. Through the Contact menu item they’ve employed a ‘Find An Adviser’ tab with around 20 Advisors listed across the country. It’s these features that keep users coming back to and sharing the app.
Wealthtrac have embraced their app and have marketed it strongly on social media. They also use a widget on their company emails, which drive people to download the app directly. Their launch period saw excellent audience growth and sustained repeat visitors. With each period of promotion the stats increase and Wealthtrac have maintained a steady user base.
You can create a Shareable App for your business simply and easily, right here in our app designer, for a lot less than you think, whatever industry you’re in. Sign up for your free account, login, call 13 SHARE (or +61 13 7427 outside Australia) or email firstname.lastname@example.org for more information.