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February saw our 13th birthday pass by, like me, Panacea is getting a bit older and unlike me hopefully wiser.

It is hard to believe that when we started we were supported by some eight provider firms and an initial community of one hundred advisers.

The community has grown very organically and as at our birthday, the latest database clean shows that the community now stands at 35,554 and the firms that we work with now numbers 48.

We are very proud of this, there is simply no other support service to compare with against our independently verified database of this size, that has such a granular profile knowledge of advisers interests, the business levels done by firms and the community look and feel.

 
 
 
 
 
 
 

Solus mails are one of the most valuable pieces of communication we offer to partners, especially given that we provide the contact data that enables firms to use and establish relationships with the individuals that have clicked on them.  Therefore it is important to keep sight of what works well and what doesn’t.

 
 
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Welcomes & Renewals

 
 
This month we would like to welcome Blackfinch to Panacea’s growing roster of partners.  It is great to see some fresh content and new ideas. 

Additionally we would like to thank Rathbones and Royal London for confirming their renewals. We are always delighted when firms want to work with us for an additional year and appreciate that they see the value in what we are able to provide.
 
 
 
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We are excited to be working with Careers Specialist, Luke Welham who will be setting up Panacea Careers over the next few weeks.  Luke is LLB qualified professional with seven years recruitment & search experience across the financial services sector.  He has worked with a wide range of banks, lenders, wealth & investment managers and insurance firms.  His experience covers permanent and interim hires across corporate governance, wealth & financial planning and business change.

 
 
   
 
 
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In February we launched Mailock in association with Beyond Encryption. Matlock is a secure, easy, GDPR compliant add-on to your usual email system that allows you to send out sensitive documentation.

 
 
   
 
 
 
 
 
Solus & Partner Article of the Month Award
 
 

Congratulations to Prudential who won our ‘most opened solus of the month’ award, with their mailing A new investment universe to explore

Congratulations to Schroders who wont our 'most clicked partner article of the month' award, with their article Busting the Millennial Myth

 
 
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Our Bento Bulletin recipients stand at 25,526 as at end February 2019. 
 
 
 
 
 
 
 
 
Our entire community stands at 35,554 as at end February 2019.
 
 
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- 4,291 Visits
 
 
 
- 7,625 Pages Viewed
 
 
 
- 3,508 Unique Visits
 
 
   
 
 
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The most opened Bento was 26th February with 4,303 opens (16.72 OR). The most clicked Bento was 27th February with 228 clicks (5.5% CTR)

 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for February 2019. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Whats coming soon
 
 
 

We are starting to work on re-developing the Learning & Development and Business Development areas of the site to make them more ‘sticky’ and a go to place for Advisers learning and business needs.  We will keep you up to date with the developments as they happen. 

 
 
 

 
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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