Published using Google Docs
financial_services_broker_signup_email_scripts
Updated automatically every 5 minutes

FINANCIAL SERVICES BROKER
SIGNUP EMAIL SCRIPTS

TOLD BY RUN_FRICTIONLESS

FREDERICK W TAYLOR,
SCIENTIFIC MANAGEMENT 1911


EXPRESSION OF INTEREST

[Subject]

Expression of interest

[copy]

Dear {XXX},

Thank you for contacting [hidden]. I would like to welcome you to join our broker community. That way we ensure you are rewarded for introductions you make to our firm. Please let me know if you are interested and I will provide more information.

About our firm

[hidden] eases cash-flow problems faced by SMEs and MNCs by buying e-invoices before they fall due. Founded in 2012, the firm provides in excess of US$1.3 billion alternative finance to businesses located in 25 countries worldwide. Visit www.[hidden].com to find out more.

Kind regards,

{XXX}

INVITATION TO BECOME A BROKER

[Subject line]

Become a broker today

[copy]

Dear {XXX},

We would like to invite you to become a broker of our Invoice Advance product. Invoice Advance is useful for suppliers, normally an SME, which decide to sell an invoice before the due date.

We are able to advance SMEs up to 80% of the value of the invoice in five working days.

Learn about Invoice Advance

Invoice Advance can be used by companies supplying either goods or services. We cater to many industries including human resources, IT, creative and media, healthcare, oil and gas, industrial chemicals, consumer electronics and construction.

Watch our short video overview on the benefits of Invoice Advance. Find out more from our FAQ pages found on our website.

About our brokers

Brokers can be financial advisors, accountants or investors. Please indicate if you would like to sign a broker agreement. We can host a GoToMeeting if you have questions.

About our firm

[hidden] eases cash-flow problems faced by SMEs and MNCs by buying e-invoices before they fall due. Founded in 2012, the firm provides in excess of US$1.3 billion alternative finance to businesses located in 25 countries worldwide. Visit www.[hidden].com to find out more.

Kind regards,

{XXX}

BOOK A TIME

[Subject line]

Let’s schedule a call together

[copy]

Dear {XXX},

I’d like to give you a quick overview of Invoice Advance and our wholesale capital, so you can assess its merits. During our meeting, you can also present your firm’s credentials and the direction you are taking.

Would you mind having a 30-minute call this week (XX time) at either:

. {XXX} or

. {XXX}

I reside in Singapore (UTC+8). Look forward to talking to you.

Kind regards,

{XXX}

SIGN BROKER AGREEMENT

[Subject line]

Sign our broker agreement

[copy]

Dear {XXX},

By signing our agreement you can commence making introductions and referring us business. Please review and sign the document. Please let me know if you have questions.

The quicker you sign, the faster we can start.

Many thanks,

{XXX}

THANKS FOR JOINING

[Subject line]

You’re now a broker

[copy]

Dear {XXX},

Thanks for signing. I have countersigned the agreement. You can refer clients to our FAQ pages found on our website. We would like to receive quality referrals from you. Here is a guide on our ideal client:

. B2B transactions. We can only purchase invoices which are issued to a company, not an individual.

. Transactions larger than 10K. Medical, consulting, oil and gas, chemical, marine – these kinds of businesses issue large single receivables.

. Sound business processes. Well run companies with internal controls and procedures.

. Cooperative. Willing to share supporting documents and change business processes.

By referring us clients who meet this criterion, you increase our firm’s efficiency and receive higher commissions each month.

Kind regards,

{XXX}




> BUY ME

Disclaimer

None of runfrictionless, any of its affiliates, providers or their respective officers, directors, employees, agents, independent contractors or licensors (referred to collectively as the runfrictionless Parties) guarantees the accuracy, adequacy, timeliness, reliability, completeness, or usefulness of any of the content and runfrictionless disclaims liability for errors or omissions in the content.

The Document and all of the content is provided “as is”, without any warranty, either express or implied, including the implied warranties of merchantability, fitness for a particular purpose, non-infringement or title. The Document could contain technical inaccuracies or typographical errors.

Runfrictionless Parties do not warrant as to the results of your use of the content or that the Document is free of viruses or other harmful components. Use of this Document is at your own risk. This does not affect those warranties which cannot be excluded or restricted under the applicable laws.

We may discontinue or make changes in the content and the Document at any time without prior notice and without any liability. Any dated information is published as of its date only, and runfrictionless Parties do not undertake any obligation or responsibility to update or amend any such information. We reserve the right to terminate any or all Document offerings or transmissions without prior notice.

Third Party Documents

This Document may contain links to websites controlled, owned, or operated by third-party entities, organisations or people (the Third Party Documents). Links to Third Party Documents on the Document are provided solely for your convenience. If you use these links, you leave the Document. We have not reviewed all of these Third Party Documents and do not control and are not responsible for these websites or their content or availability. Runfrictionless therefore does not endorse or make any representations about them, or any material found there, or any results that may be obtained from using them. If you decide to access any of the Third Party Documents linked to the Document, you do so entirely at your own risk.

Copyright © runfrictionless 2018

run_frictionless