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Glenn Cohen, an investment advisor in Palm Springs, Miami, sits on the advisory board of one of the top global macro hedge funds in the USA. With a 25-year track record of success as an executive, he chose VEONIA to create his online investment advisory service.
The challenge was eliciting trust in people for such a service when the world is in crisis and a clear ideological separation exists between Wall Street and Main Street.
What the service basically consists of is a set of research reports that the client receives when he or she signs up for the CohenPlan. These reports detail six very important investment areas that are relevant for today's risky environment. The user also receives a monthly report and portfolio model, as well as periodical email updates, whenever something happens in the market or a portfolio position changes. All these reports and emails are available to the user in the Client Area, which the client gains access to upon signing up.
Part of the CohenPlan service is the Global Risk Index. This is basically a graphical representation of the current global risk, broken down into five stages, from Markets Advance (level 1) to Crisis (level 5). The Global Risk Index varies its height and color based on the value of the index. The index value is editable by the site admin in the dedicated Control Panel.
The site sports a professional, friendly look and feel, with Mr. Cohen taking center stage. It also features the Global Risk Index. Another important feature of the homepage is the integrated video, which is meant to bring clients closer to the service.
A large part of the business takes place behind the scenes, in the Admin Panel. The research reports, the monthly report and the email updates are all stored and controlled here. In addition, the Admin Panel gives the site administrators the ability to manage client subscriptions as well as the functionality that integrates the client database in mass-email services like iContact. Last but not least, the Admin Panel allows the administrators to update the value of the Global Risk Index and to monitor the credit card merchant activity.
Everything VEONIA does keeps the customer in mind at all times. It was only natural then that CohenPlan.com looked and felt great when it came to delivering email content to clients. From the welcome emails down to the periodic market updates, the email templates have an attractive appearance, are lightweight and are spam-proof, while the email servers are configured in such a way that the content is delivered on time, with minimal email client incompatibilities.