Your all-in-one consultant for multi-platform communication and marketing campaigns.
Our services include:
Graphic design and layout (in-house): Retirement fund branding, posters, member booklets, newsletters, annual reports, fund magazines, email, CD covers, investment guides, flyers, information cards, table talkers, teaser pamphlets
Retirement fund specialist services: The team has specialist CFPs (certified financial planners) who write all required retirement fund content, including newsletters, member booklets, member guides, DVD scripts, website content, blogs for Facebook and Twitter sites for retirement funds, industry articles for other employee benefit consulting firms, annual reports, trustee reports, fund magazines and more.
Web administration services: inSite currently hosts, loads and manages websites for 53 retirement funds. Members of funds have access to these sites via smartphones, notebooks, desktop PCs, Macs and tablets. Our fund intranet and internet solutions, such as our AgendaWorx tool, will provide your members with an interactive centralised hub that is an engine of activity and information.
Bulk email and SMS services: We create, load, administer, test and send bulk emails and text messages for a host of retirement funds. Full reporting is provided in real live terms as the campaigns are being sent.
E-book services: inSite develops user-friendly interactive member guides and newsletters in E-book format, compatible with tablets, Macs, Smartphones, PCs and laptops.
Retirement fund trustee election: Trustee election project implementation is another of our niche services. Let us help you plan, brand, execute, audit and report on your trustee election project. A complete trustee election internet-based system is also available for those clients whose membership has access to electronic media.
Trustee training: We present a unique and comprehensive trustee education solution that focuses on all the aspects of retirement fund governance that are necessary for trustees to fulfill their complex fiduciary duties and responsibilities. We also offer a fund-customised workshop where delegates are given the opportunity to work through their own fund’s rules, risk policies, actuarial valuations, investments and communication strategies and discuss the content to ensure the full comprehension and transfer of knowledge.
Trustee assessment tool (PF 130): According to PF 130, the board, the individual board members, the principal officer and the sub-committees of the board should be subject to an appraisal of their performance at least once every year, in order to certify their expertise. Furthermore, the purpose of the appraisal is to assess the efficacy of the board as a whole, the individual board members, the principal officer and the sub-committees, and to highlight where improvements should be implemented. To this end, inSite has a formal electronic trustee assessment tool which is easily accessed by all board members via the internet and can be completed at their own convenience.
Imagining the Impossible
Branding, Flyers, Posters, Articles, Reports, Newsletters, Websites, Apps and Educational Simulations
