The co-founders of Barnaby Cecil, Tom Skinner and Emma Walker, share their experience of working with moneyinfo.
When Tom & Emma set up the business they had three key pillars to creating an efficient business:
- The financial planning process.
- The investment proposition.
- Technology to enable secure client communication and document sharing.
Barnaby Cecil work with clients who work at firms like Google and Facebook whose technology expectations are very high and the minimum expectation is that everything must work as an app on their phone.
"Clients would use WhatsApp, text messaging and other messaging style communications which creates a compliance headache for us.
Prior to launching moneyinfo we had very little control over what our clients saw. Using moneyinfo our clients get the WhatsApp style experience, we have control over the content and meet all of our regulatory requirements.
We chose moneyinfo for three reasons – a better client experience, meeting our regulatory requirements and improving our internal processes. As a financial services organisation we have to send our clients huge amounts of paperwork and this is now delivered securely through the portal allowing our clients to read it when it’s convenient to them.
In delivering a financial planning service, building trust with clients is key. Through the portal, we deliver our clients a consolidated view of their investments across multiple platforms and access to all their correspondence going back many years.
The client digital experience is a really important part of us as a business and in moneyinfo we have found a provider that matches our philosophy and values.
We look forward to working with moneyinfo for many years to come."
For more information on how a moneyinfo client portal can help supercharge your business and complement your existing investment in technology please click here to organise a discovery call.