Old / Discontinue docx

IFA First Email Content
Dear Mr / Ms XXX, Hope you are well. We’re reaching out to explore a mutually beneficial partnership between [Company name] and Appreciate Wealth. A...
Mon, 23 Jan, 2023 at 4:09 PM
IFA Follow up email
Dear Mr XXXX, Hope you are well. I wanted to quickly follow up on my previous email to explore a mutually beneficial partnership with Appreciate Wealth....
Mon, 23 Jan, 2023 at 3:56 PM
IFA Calling Script
Hello, am I speaking with Mr/Ms [name]?   Good [morning/day/evening] Mr/Ms [Name], I am [Agent] from Appreciate regarding a Distribution Partnership oppor...
Mon, 30 Jan, 2023 at 9:57 AM
Email for Direct to Customer information sharing
Dear [Customer]   This is in regards to our conversation and your request for more information on Appreciate. Appreciate is a fintech platform, helpin...
Tue, 5 Mar, 2024 at 11:55 AM
Mail to NC Customer "App Onboarding"
Dear Mr / Ms (customer name), Greetings from Appreciate! I hope this email finds you in good health! We notice that you have not completed your onboar...
Wed, 22 Feb, 2023 at 1:28 PM
IFA Mail - “Details Already shared on WhatsApp”
Subject: Unreachable | Follow-up on Partnership with Appreciate Dear { Customer } We hope this message finds you well. During our previous conver...
Mon, 10 Apr, 2023 at 11:57 AM
Financial Intermediary Script
Hello, am I speaking with Mr/Ms [name]?   Good [morning/day/evening] Mr/Ms [Name], I am [Agent] from Appreciate regarding a Distribution Partnership oppor...
Tue, 8 Aug, 2023 at 10:51 AM
Financial Intermediary Script {Hindi}
नमस्ते, क्या मैं मिस्टर/मिसेज़ [नाम] से बात कर रहा हूँ?   गुड [मॉर्निंग/डे/ईवनिंग] मिस्टर/मिसेज़ [नाम], मैं अप्रीशिएट से [एजेंट] बोल रहा/रही हूँ और एक डिस्ट...
Tue, 8 Aug, 2023 at 4:22 PM