Tideway Video Case Study
From Custom Build to Configurable Brilliance: How Tideway transformed client engagement with moneyinfo.
Navigating the landscape of technology solutions can feel overwhelming, especially when you’re putting the technology in front of your clients. How do you strike the right balance between customisation and efficiency? Tideway Wealth Management found themselves in exactly this position. Their custom-built portal wasn’t delivering the flexibility or scalability they needed for long-term success, and lacked a mobile app to keep up with client expectations.
In this video case study, Tideway CEO Neil Croxford and his team share why they made the shift to moneyinfo. Tideway needed a solution that improved client communication and document distribution particularly delivery of their quarterly report packs. But most importantly, the solution had to integrate seamlessly with their existing Salesforce CRM and custodial data.
Neil highlights how important configurability was. A one-size-fits-all approach simply wouldn’t work for the tailored service Tideway provides.
A Client Experience Clients Actually Use
At Tideway, service and trust matter. The ability to personalise the client experience is vital. Tideway is a brand that their clients trust and the technology their clients use has to reflect that trust. moneyinfo made that easy. And it helped internal teams work more efficiently and compliantly.
The results speak for themselves. Within a week, over 60% of their clients had signed up for the app. Adoption is now at 91% and in the last year alone, the Tideway moneyinfo portal and app has had nearly 100,000 logins from just 800 HNW clients, over 80% of these via the app. That’s a clear sign that clients are engaged and finding value.
Operational Simplicity. Compliance Confidence.
But the benefits go beyond the app. Tideway consolidated data and client communication into one intuitive platform. That reduced complexity and saved time. No more juggling disconnected systems or chasing paper trails.
moneyinfo’s secure infrastructure and full audit trails have also boosted compliance confidence across the business. Automated reporting delivered over 6,000 documents without the headaches of paper, post, junk email folders or phishing attacks.
Built for the Future
Neil reflects on the impact of working with moneyinfo. The platform’s configurability means Tideway can keep evolving how they serve clients. No rigid processes. No limitations. Just freedom to adapt.
“Before we had moneyinfo, we did have a portal. It was home-grown, not well supported and didn’t have an app. We needed a Tideway app and liked the idea of a multi-tenanted solution benefiting from the thoughts and ideas of other users of the system. We like working with moneyinfo because we get great support, good technology and a good roadmap for improvements in the future.”
That flexibility is a major advantage in a changing industry. Client needs shift. Compliance rules change. moneyinfo helps Tideway keep up.
★★★★★ 5 Star Feedback from Tideway clients:
Totally professional solution
The customer portal is extremely useful for giving me a view of my investment portfolio, this also provides a messaging service if I have any specific questions.Tideway review
Tideway have always kept me updated on the market and the app lets me know exactly how my investments are doing.Excellent, informative and helpful
Excellent communication, always feel well informed, new app is very user friendly, very happy with my wealth manager.Sound Advice
Regular and valuable communication, with a customer portal which is easy to navigate and understand, showing portfolio performance in a clear manner.
See how moneyinfo helped Tideway move forward with confidence. And imagine what it could do for you. Watch the video and discover how moneyinfo can help you unlock your peak performance.
