We believe in building long-term relationships...
We’ve invested in expert professionals and integrated bespoke IT systems that together help to support our relationship with you and your clients from start to finish. You can be confident that we uphold the very highest professional standards and ethics and deliver consistency of service and the best rates; on time, every time.
- By recommending a currency partner you trust to deliver the rates and service you expect, you’ll reduce the need for the client to shop elsewhere and increase customer satisfaction.
- You’ll receive regular currency reports and exchange rate updates to help you and your sales teams answer currency conversion related questions or objections.
- We offer presentation support at your seminars and exhibitions to help your clients plan ahead, get the best exchange rate and reduce the cost of buying your product/service.
- Online access to our marketing toolkit includes all the online support you’ll need to communicate our services to your clients.
- We’ll provide a dedicated Affiliate Consultant to manage the relationship, oversee your clients’ transactions and provide regular feedback on their progress.
- We’ll email payment confirmations for client trades to help you manage their payment schedules.
- We provide referral commission for every unique and traded client referral you send us, giving you an additional revenue stream. This will be accompanied by a detailed monthly commission report ensuring you have full transparency on commissions due.
Marketing support and online tools
To help boost your sales, customer service and referral commission, we can supply a range of fully tracked online tools for your website that will help improve your SEO ranking and time spent on your site. We can also provide a range of materials to explain foreign exchange to your clients, including:
- Currency Converter and Exchange Rate feeds for your website
- Banners, Videos and market update links
- Industry-specific promotional and marketing materials
- Training to enable your staff to talk knowledgeably about our products
- Guest blog posts linking back to your website
- Social media posts and ventures.
A partner you can trust
Halo Financial is authorised by the Financial Conduct Authority (FCA) under the Payment Services Regulations 2009 for the provision of payment services and regulated by HM Revenue & Customs (HMRC) as a licensed Money Service Business (MSB).