Tideway Video Case Study
From Custom Build to Configurable Brilliance: How Tideway transformed client engagement with moneyinfo.
This case study highlights how Tideway, a boutique wealth management firm, improved client engagement by transitioning from a costly custom-built portal to moneyinfo's configurable digital relationship management solution.
- Enhanced Client Experience: Tideway's partnership with moneyinfo simplified client communications and document distribution, leading to improved efficiency and client satisfaction. The feedback from clients has been overwhelmingly positive, with 91% adoption of the app.
- Seamless Integration: The new solution integrates with Tideway's existing Salesforce CRM and custodial data, allowing for better management of client communications and operational processes.
- Operational Efficiency: By consolidating data into a single platform, Tideway reduced complexity and saved time, enhancing compliance confidence through secure communications and automated reporting.
- Future-Ready Solution: The configurability of moneyinfo allows Tideway to adapt their services as client needs and compliance rules change, ensuring continuous improvement in their operations.
“The feedback from our clients has been overwhelmingly positive, it’s easy for them to use and has allowed us to be more engaged with our clients.”
Discover why Tideway chose moneyinfo as their trusted long-term digital partner and how embracing a scalable, robust solution has unlocked peak performance across their operations.
Watch the full case study to see moneyinfo in action.
