There are many benefits of partnering with Halo Financial – for your business and for your clients. We’re looking for the right experts, with whom we can build a strong and lasting relationship; who will also build a strong, trusted and supportive relationship with our clients. In turn, you can benefit from our broad business network.
What are the benefits for you and your business?
Find out more about the partner network that adds to your business’s bottom line.
Improve and extend sales
Add genuine value to your clients
By recommending a currency partner you trust to deliver the expert guidance, great rates and the quality service you expect, you will be helping your clients by providing a “one-stop-shop” to support your clients at every stage of their international venture.
Reporting and relationship management
You’ll receive regular currency reports, resources and rate updates to help you and your sales teams stay on top of currency exchange rates and know when to get in touch with your clients with any action points, to answer any questions or objections.
Presentations, seminars and events
We offer presentation support at your seminars and exhibitions and can work with you to create bespoke events, to help your clients understand the facts, plan ahead, get the best exchange rates and services to suit their needs, and reduce the cost of buying your product/service. We can create bespoke content to showcase our partners’ positions as thought leaders and industry experts.
Marketing and communications support
We provide marketing and communications support – both online and offline – to be able to communicate our services to your clients. We can also create regular helpful guidance, articles, tools and resources for you and your clients. We offer unique commentary and guides from qualified analysts and experienced industry writers to support our combined service to your clients – these can cover any relevant topics to suit your services and client needs: from emigration to international property, to personal finance, currency and market updates, growing an international business, exporting and importing, and moving into new territories.
A seamless operation
- We will provide a dedicated Affiliate Consultant to manage the relationship, oversee your clients’ transactions and provide regular feedback on their progress.
- We can match our services, systems and sales processes to match your own, providing a better experience for your clients.
- In full accordance with data protection regulations, we will email payment confirmations for client trades to help you manage their payment schedules.
- We offer a range of different types of partnership, from straightforward recommendations and referrals to commission-based partnerships.
We can 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 monthly commission report, ensuring you have full transparency on any commissions due.
Digital sales and marketing support
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:
- 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, digital and print media campaigns.
The experienced team at Halo Financial regularly comment on economic and political developments, assessing what they mean for currency markets and our clients’ pockets.
We also regularly work with our partners to team up on joint PR and thought leadership campaigns. These include providing regular commentary and analysis to national, local and trade media, thought leadership publications and participating in industry events.
Benefits for Clients
Leverage our currency expertise to provide additional services to your clients
- Expert guidance
A dedicated, industry-qualified Currency Consultant to provide your clients with expert guidance on their transactions, whatever their reason to trade.
- Big savings
Excellent exchange rates so clients save money, making budgets go further.
- No commission
No currency commission charges for your clients.
- Tailored currency services
We offer a range of currency services, such as the opportunity to buy currency up to 12 months in advance; flexible market orders to maximise currency gains and protect against losses; and a
- Fast, efficient international payments
International payments with Halo are quick and efficient, with many currencies available for same day or next day trades.
- Halo Online – convenient, fast, online trades
Your clients can make currency trades simply and quickly using Halo Online, a secure online platform.
- Award-winning customer serviceHalo Financial has won awards for customer service excellence and innovation. We have been awarded Feefo Gold Trusted Service provider four times in a row.
- Authorised and regulated to provide payments services
We are authorised and regulated by the FCA – client funds are held in segregated client accounts, completely separate from the operating accounts of the business. All activities are rigorously monitored for efficiency and compliance at all times.
- Market analysis, news and updates
We provide regular currency updates to ensure clients can make the most of exchange rate opportunities and protect against market risks.
Hundreds of reviews showing Halo’s excellent customer service.
Gold Merchant Status for the fifth year running.