Deploying a new account management app is an exciting step for a brand, but it requires thoughtful strategy by downloading it to clients and using it proactively. Whether existing customers encourage new users to migrate or attract new users, engagement is not automatically occurring. Your approach should emphasize the value of your app in a resonant way.
A proper launch tactic can turn your app into an integral part of your client experience. To build excitement and drive recruitment, 20 Forbe Financial Council members share practical ways to make them a client’s go-to resource when they want to manage their accounts.
1. Be exclusive
Launch an app with “Digital Concierge Experience.” It features an invitation-only rollout to build exclusive rights. Use social proof to highlight user success and AR demos and showcase key features interactively. This strategy combines innovation, personalization and trust to promote recruitment and excitement. -Swati Deepak Kumar (Nema), City
2. Develop a clear onboarding process
Show the value of your app in real use cases that simplify clients’ lives and streamline account management. It highlights transparency and time-saving features with tutorials and demos. Build trust by incorporating feedback and addressing specific issues. We’ll show you the tangible benefits by pairing targeted communication with a smooth onboarding experience. – Robert Maralney, Eaton Solutions
3. Highlight real-time insights
Introducing app values through real-time tools and features. It highlights benefits such as risk sentiment analysis, macroeconomic news, and summarizing trading sessions in a sophisticated, user-friendly interface. Use testimonials, live demos and limited time perks to attract clients and highlight how the app empowers smarter financial decisions. -Magdy Hassan Fayed, Forex Gump SRL
4. Personalize your experience with AI
To excite your clients, we recommend leveraging an AI-driven, personalized onboarding experience. Use interactive tutorials tailored to user behavior, instant AI-powered query support, and proactive recommendations. Emphasises the ability and benefits of saving time with in-app messaging, and see immediate value while encouraging users to promote engagement and loyalty. -Tomer Guriel, Ezbob Ltd.
5. We will introduce the convenience
It highlights the transformative benefits of new apps to clients. For example, it shows how it simplifies account management and enhances engagement through personalized insights and seamless interactions. Start with exclusive features, provide hands-on demos and create buzz with client success stories. Building a strong narrative about convenience and empowerment will encourage adoption. -Marlon Sanchez, Skyway Pacific Research & Capital Management
Forbes Finance Council is an invitation-only organization for successful accounting, financial planning and asset management companies. Are you qualified?
6. Make it essential for clients
Use the freemium model to get familiar with the functionality and get used to it. Use a popular habits framework. If you’re doing something continuously for a certain period of time, it becomes a part of you. If there are proven values, they are encouraged to subscribe and resolve specific issues. Adopts the fear of missing out on a strategy. -Oluwatoyin Aralepo, African Financial and Strategic Hub
7. Make use of convenient time
Change is always difficult for clients, so you should take advantage of the relationship where the momentum is most powerful. The New Year is the best time for that or goal setting meeting. Clients have a high level of motivation and engagement overall, so introducing and implementing new apps is much easier in these times. – Julie Dellon, Backyard Bookkeeper
8. Increase app store ratings
An important strategy that often overlooks in digital roadmap is to improve your App Store ratings. This is very important. This is often the first impression that users get before downloading the app. Inviting existing users to leave positive reviews will increase the perceived value of your app, attract new users, and boost engagement and downloads. -Luke Billeri, Member Choice Credit Union
9. Show measurable impacts
Emphasises the core values of your apps – save time, increase productivity, and increase operational efficiency. By comparing current methods with new features of the product, we present actual benefits and numerical impacts, and show measurable improvements. It clearly shows both the short-term and long-term impact, focusing on how innovation simplifies their work and drives better outcomes. -Zehra oysal, metaphysic.ai
10. Drive personalization engagement
Introducing the value of your app with personalized experiences, AI insights, rewards, tutorials and testimonials to promote excitement and loyalty. It highlights ease of use, accessibility for all users, and commitment to continuous improvement to meet evolving needs. Combining these strategies will help you build excitement, develop loyalty and place your app as an essential tool for managing your finances. -Monica Hovsepian, Opentext
11. Raise awareness before selling
Our robo-advisors focus on delivering unique niche customers that are overlooked in the field of robo-advising. By starting from scratch, our first priority is to raise awareness of our existence through marketing rather than direct sales. With this foundation in place, we are now focused on strengthening our offerings and building one step at a time. – Brian Dunhill, DF-Direct
12. Manage your expectations through the exam
Use effective media campaigns and marketing to provide clear communication about client discounts, probationary periods, and what your app can do to manage your expectations. – Richard Ocon, St. Nicholas Hospital
13. Start with the freemium model
To excite clients about new apps, highlight the freemium model (free version with important features) and pay for more tool upgrades. Focus on ease of use to ensure accessibility so you can manage your account anytime, anywhere. Costs start from zero, including faster transactions and more efficient. – Nick Candy, ahead
14. Consider the ROI
Whenever you introduce a client to a new app or software, the prioritization message is the ROI. Usually a function of time, we aim to show how the investment they make to learn and engage will bring their ROI and overall outcomes in time. -Alexander Ronzino, Rework Capital LLC
15. Provide exclusive access to early adapters
A great strategy is to create a personalized journey that highlights the value of your app by simplifying your workflow and showing how to increase productivity. Additionally, providing rewards or exclusive access to features for early adopters can generate excitement and encourage engagement. It’s all about making users feel important and excited about using the app! -Tomas Milar, Eqvista Inc.
16. Provide real-time financial insights
We provide our clients with a proven framework that will change financial results. Our apps become essential by helping you stay up to date with your data and give you clear insights. The latest data highlights eliminating rejections, allowing for positive decisions, and ultimately preventing financial disasters. – Patrick Ronergan, important wealth
17. Highlighting practical benefits
To excite clients about using new apps, you need to focus on ease of use, accessibility and exceptional support. With an intuitive interface, real-time updates, integration and 24/7 customer support, the app simplifies account management and online engagement for all users. By highlighting its practical benefits, clients feel confident and enthusiastic about adopting it. -Nike Ajao, OneBarrow Corp.
18. Implement a reward system
One effective way to excite current and potential clients with new branded apps is to implement strategies. Let them know how it can help you save time and how easy it is to use. It employs some kind of reward system in which people use the app and get points for performing different tasks within it. -Bob Chitrathorn, Simplified Wealth Management Wealth Planning with Bob Chitrathorn
19. Please listen for feedback
When launching a new app, we showcase its ease of use and fun by highlighting time-saving tools, features, or rewards. This may include incentives or exclusive discounts for early adopters. The main purpose is to show how to simplify users’ lives and financial management. We also recommend feedback and invite users to become part of the journey. -Jared Weitz, United Capital Source Inc.
20. Create an empowering app
It focuses on introducing apps as a tool for empowerment. It highlights personalized insights that simplify ease of use, secure access to your accounts, and financial management. It offers exclusive features such as tax-free tips and real estate planning tools, and encourages you to sign up with webinars and bonuses. Showing how the app enhances their financial journey builds excitement. – Andre Pennington, Pennington Law
The information provided here is not investment, tax or financial advice. Advice regarding a particular situation should be consulted with a licensed professional.
