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Overview
Moneyinfo gives advisory firms the online advantage for the first time
Moneyinfo is a totally new kind of online client service. It’s portfolio plus bank accounts and credit card reporting all rolled into one. It’s the first service that provides your clients the ability to view their ‘whole financial life’ in one place. And they can only get it from you.
Your client’s ENTIRE financial life
Moneyinfo marries your clients’ online banking with a new approach to portfolio reporting, providing your clients with a unique online service where they can view up-to-date information on their entire financial life. All under your firm’s brand.
It allows your clients to view their disparate online banking balances and transactions, from banks, credit cards and loans alongside information you provide such as plan and portfolio valuations, and it does so transparently with a stunning, client-friendly interface that is so intuitive, it drives your clients to enter more information about their personal finances.
By providing an aggregated view of a client’s entire financial life, the fact-finding process is transformed from a static ‘guess-find’ taken at one point in your client’s life, to one that is constantly changing; a self-updating fact-find that records real income and expenditure alongside real changes in wealth.
Moneyinfo allows you, the adviser, to react to changes in your client’s financial circumstances as and when they happen and in the process, deliver an ongoing and cost-effective service.
A Unique Service
Moneyinfo is unique. Unique in bringing everything together. Unique in the way it does it.
Information is presented to your clients through a beautifully animated interface that encourages client engagement and input. It does away with our industry’s obsession with tables of data, instead using interactive graphics to make reporting of complex data relationships suddenly seem obvious and simple. In so doing, Moneyinfo allows you to deliver an online service that is both relevant and engaging to your entire client base.
If Moneyinfo helps you deliver what your clients want, you as their adviser, will get what you want. Your clients want 24/7 access to data on all of their finances, as and when they want it, in a format that is easy to understand and access. You want accurate client data, you want to know when clients’ financial circumstances change, you want to be able to meet the demands of RDR and you want to have the ability to target services profitably.
Moneyinfo provides true fact-finding in a new and unique way. Instead of confronting a client with endless forms and questions, it builds up a picture of the client’s financial life automatically. Moneyinfo knows exactly how much disposable income a client has, when income changes, how much mortgage payments are and even the APR a client is paying on their credit. It has the innate ability to strengthen adviser-held client information with real-world, real-time information.
You can proactively offer appropriate services as and when your client’s circumstances change. For the first time, you could be made aware of when your client in a lower wealth bracket moves up from one segment to another.
Service more clients profitably
Moneyinfo means that you can service more clients profitably and it helps you generate more revenue through efficient, professional online servicing. Moneyinfo changes the dynamics of your business so that you can service more clients than ever before.
For further information please visit www.sammedia.com or contact Sim Sangha -
T: 0845 456 0384
E: sim.sangha@sammedia.com
Derek Bradley, CEO
Sarah Paul, Marketing Director
James Bradley, Head of e-Relationships