Tax & Accounting Blog

Accounting Marketing Industry Leaders BizActions & PDI Global Have Become Checkpoint Marketing for Firms

Accounting Firms, Blog, Checkpoint, Checkpoint Marketing for Firms, Marketing June 4, 2015

Have you heard? BizActions & PDI Global have become Checkpoint Marketing for Firms.

You will thrive in your retention, lead generation and revenue growth goals when we leverage the deep insight and resources of our Thomson Reuters Checkpoint brand and combine them with our innovative, informative client communication and marketing solutions.

You’ll have access to even more quality content marketing and client communication products.

You’ve come to trust BizActions & PDI Global and the solutions we provide. You need not worry that your favorite, most effective newsletter, tax guide, or content package will be retired. Our existing products won’t change (other than receiving great enhancements to help you be more efficient and successful). In addition, we will continue to offer new and impactful ways for you to connect with clients and prospects.

BizActions customers will see a rebranded user interface within the customer account platform as well as some exciting new enhancements in a few weeks. Both BizActions & PDI Global customers can continue to expect the same high quality content marketing solutions and customer support that you have come to rely on from us, but you’ll soon enjoy access to the full breadth of our comprehensive marketing resources in one integrated platform. The exciting enhancements being released this summer include:

  • User-friendly interface, with intuitive navigation and updated back-end
  • Improved, real-time reports, with visual guides, charts, and multi-level data options
  • Several new easily-customized, modern and sophisticated email newsletter templates to choose from

Social media changes are also underway.

We will also be consolidating our existing social media presences into existing Checkpoint platforms to provide you with a better experience. Fans and followers will be asked to follow our Checkpoint pages in the coming weeks. We’re confident that you’ll continue to find value in our ongoing social media communications through our Checkpoint brand. In the meantime, you can start following the existing Checkpoint social media pages today to stay in the loop:

Our current Twitter handle will become @CheckpointMktg – but you won’t have to do anything new in order to keep following us on Twitter. We’ll do all of the heavy lifting for you.

Connect. Inform. Thrive.

Checkpoint Marketing for Firms will help you unlock your firm’s potential and reign supreme in your market. CONNECT with clients through communications that lead to enhanced retention rates and more cross-selling opportunities. INFORM prospects with educational and actionable content that keeps your firm top of mind when needs arise. THRIVE and achieve your business development goals by reaching niche prospects and targeted segments with highly relevant communications.

Learn more about Checkpoint Marketing for Firms.