Email: [email protected] — Call us: 02 9538 7786

All in one marketing platform built for brokers, financial planners and accountants

Automate your client communication, capture new leads and grow your business

Pricing options to suit your needs

Choose your plan below

Connect with clients

and grow your audience

$149

pm inc GST

Users = 2

Join now

Elevate your marketing with advanced tools

and expert support

$249

pm inc GST

Users = Unlimited

Join now

Compare plans

Marketing Suite	Must	Max
Custom email builder Easily create stunning emails with videos, images, text, and call to action buttons - no coding needed.	✓	✓
Lead and deal pipelines Manage your sales process through visual pipelines to track progress.	✓	✓
Custom social media scheduling tool Share social media content from the library or your own designs to LinkedIn, Facebook and Instagram + more	✓	✓
Appointment scheduler Create beautiful calendar booking links to share with clients and on your website	✓	✓
Phone and two-way SMS services Tools to streamline workflows, enhance client relationships, and drive business growth.	✓	✓
Automation and workflows Create and design your own workflows with automations that keep your business running.	Upgrade to Marketing Suite Max $99	✓
Survey, form and landing page builder Quickly build landing pages and funnels that convert visitors into leads.		✓
Website chat widget Automate client interactions and lead capture using intelligent chatbots		✓
Proposal document signing with e-signatures Create, send and track professional proposals directly from your pipeline with secure digital signing.		✓
Private membership communities and member portals Engage and grow your online community to build trust and loyalty.		✓
Learning Management System (LMS)/ eCourse platform Create, deliver, and manage courses and membership programs for your clients.		✓
API Access *charges may apply	✓	✓
YCM Mobile App (coming soon)	✓	✓
Email subscription levels included in program > 2,500 pay as you go.	2,500	2,500

YCM marketing automation collections

(Automations may be available for add on purchase with Momentum)

Marketing Suite	Must	Max
Birthday celebrations Automated birthday SMS or e-birthday cards to show you are thinking of them on their special day!	✓	✓
Calendar appointment reminders Send immediate appointment confirmations and follow up reminders as well as automated ‘no show’ email sequence to encourage rebooking	✓	✓
Client nurture sequences Automate consistent client communications such as post property settlement campaigns, tax time and annual review reminders	✓	✓
Life stage campaigns and triggered content based on milestones - Coming soon	✓	✓
Event campaign assets - Coming soon Create online and in person events with landing pages and email sequences ready to go	✓	✓

Let's chat

Designed and tailored for financial professionals

All the tools you need in one platform.

The YCM Marketing Suite (YMS) is everything finance professionals need to manage leads, build websites, design funnels, schedule appointments and manage every other service required to attract, convert, and retain customers.

All plans include

Concierge onboarding

Broker/ Accountant / Financial Planner automations

Integrations

Template library (emails, forms, automations)

Regular feature updates

Access to YCM webinars and helpdesk and community

Building Your Digital Marketing Engine

Everything finance professionals need in one seamless platform. No more juggling multiple tools or patchwork integrations.

Attract

Draw in your ideal clients with modern and professional websites, social media scheduling and targeted messages.

Capture

Convert visitors into leads using custom landing pages, surveys, smart forms, booking calendars and our inbound phone system.

Engage

Automatically nurture relationships via voicemail drops, forced calls, SMS, email sequences and Facebook Messenger.

Unlock

Turn prospects into happy clients with built data collection, e-signatures, proposal tools and appointment booking.

Retain

Keep clients for life with automated follow ups, pipeline tracking, reputation management and real time analytics.

Frequently asked questions

Who is the Marketing Suite designed for?

Our platform is built specifically for brokers, financial planners and accountants who want to streamline their marketing, automate client communication and grow without needing multiple tools or complex tech setups.

What kind of support is included?

Every plan includes an onboarding sequence and setup guidance. Higher tier plans also include regular support sessions with your partner success manager.

Can I use the Marketing Suite if I’m not a YCM Partner?

Yes. You don’t need to be a YCM Partner to use the Marketing Suite. Anyone in the financial services industry including brokers, financial planners and accountants can subscribe directly. You’ll access the full CRM, automation and communication tools.

Can I upgrade or downgrade my plan later?

Yes, you can change plans at any time. As your business grows, simply upgrade to unlock more features and support

How does billing work?

You can choose to pay monthly or annualy. Annual subscriptions include extra savings. All billing is handled securely. You will receive automatic renewal reminders before your next payment.

What’s the difference between being a YCM Partner and a Marketing Suite user?

YCM Marketing Partners have full access to our professional, done-for-you marketing content, products, and systems. These may include direct mail (printed magazines), monthly industry updates, bi-annual competitions, exclusive partner only tool, resources, training videos and entry to our private YCM marketing community.

Marketing Suite users receive the same powerful software but choose to build and manage their own campaigns and content. Perfect if you prefer full control over your marketing strategy.

[email protected]

02 9538 7786