Lomond Wealth Video Case Study
“We previously had a portal that was an add-on to the back-office, now we have a fully customised client portal and app that makes a massive difference to the whole client experience.”
Lomond Wealth Management are chartered financial planners based in Sterling and Hamilton, covering the whole of central Scotland.
Derek Fish, their managing director talks about their experience with moneyinfo .
Our brand, our App and our message.
“Prior to implementing moneyinfo , we had a client portal through our back-office system. We had a large number of clients who registered for the portal but they never engaged with it. We needed a portal that would offer us secure messaging, document storage and digital signatures, and have everything in one place. It was really important to deliver our app under the Lomond Wealth brand and the moneyinfo app allowed us to control all of the colour scheme.
In today’s digital world, clients are continually looking at their phones, having the Lomond Wealth app on our clients’ home screen on their phones is really powerful for our brand, and one of the unexpected benefits was the ability to build in links to our social media feeds from Twitter, Facebook and our blog. This has helped us engage with those clients who don’t always engage with social media.”
Our clients now complete forms in minutes.
“Previously we used to send our communications either by email as well as standard post. moneyinfo allows us to send our messages safely, encrypted and all from the one place. Our clients are reassured as they know we are taking their data security seriously.
We have fully integrated DocuSign into our app which has completely sped up the time taken to get forms completed. These can now take minutes where before it used to take weeks. It’s made a massive difference and we’ve also built in our client risk profiling tool to the app which allows clients to complete the profile in advance of the meeting.”
First Class Support.
“The support process from moneyinfo has been first class, right from the initial implementation to regular, free staff training , and we continue to have regular touchpoints with the key support staff at moneyinfo.
moneyinfo are constantly striving to improve their digital offering for financial advisers and we’re active in some of the User Forums, and one of the areas they’re looking to implement is a direct factfind into the app and we’re part of the team working with them on this.”
Clients are benefitting massively.
“We’ve had a very high success rate with clients adopting the new client portal. We can track the statistics of how often clients are using the portal and 90% are regular users and more than 55% have downloaded the Lomond Wealth app.
It’s much easier to use than our previous portal, clients appreciate the enhanced security and are benefitting massively from using it.
We previously had a portal that was an add-on to the back-office, now we have a fully customised client portal and app that makes a massive difference to the whole client experience.”
“We see moneyinfo as our long-term digital partner.”
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.
