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Motus Video Case Study

Motus Financial Planning is a financial planning & investment management firm based in Central London.

Motus provides financial services to a wide range of professional clients including lawyers, accountants, bankers, architects, and media professionals. They pride themselves in delivering a personal service, engaging with clients in conversation to understand how to make their money work for them as an individual.

The key drivers for implementing a moneyinfo client portal for Motus have been to provide a service that is easy to use, accessible on any device, and most importantly, speeds up everyday processes for both their clients and advisers.

Motus tasked moneyinfo to help them to create an app that allows them to deliver game-changing client engagement across the business.

Want to find out how moneyinfo can help your business?

Secure Messaging

One of the key deliverables was to have a secure, easy-to-use messaging system that could be used by both clients and advisers. Clients can use the encrypted messaging system to send messages directly to their adviser quickly and efficiently, as both parties receive push notifications on their devices through the Motus Money app.

Matt de Lloyd, Director at Motus Financial Planning speaks about client experience:

"We used to send out our communications through e-mail, the portal allows us to send everything securely without needing to worry about password protection which is a significant time saver.

We’ve had lots of positive feedback from our clients, one of the main things has been the Calendly integration, allowing clients to book sessions directly into the adviser’s diary, eliminating the need to go back and forth with e-mail.

The team at moneyinfo throughout the process were very helpful and professional in delivering our requirements. We use X-Plan to deliver our live data feeds and moneyinfo can talk directly to X-Plan so clients can see their valuations in real-time."

Anna Wren, Administrative Manager at Motus Financial Planning

"Once we decided to implement moneyinfo the process was seamless, the support given to us by moneyinfo was professional and they were always there on hand which meant the integration and the roll out of Motus Money was very exciting and enjoyable."

Additional benefits

The three key areas that moneyinfo has helped Motus to deliver a better client experience in fact find and annual planning reviews have been:

  1. The ability to use workflows in their annual planning reviews
  2. Eliminating the need to use any paper in fact finds which traditionally was a painful process, especially if the documents get misplaced
  3. Saving time and resources by removing paper documentation and the requirement to send forms and emails back and forth

Final words from Director, Matt de Lloyd:

"The Motus Money app is helping us future proof our business by making us more accessible to the younger generation, and they’ve helped us start on the journey to a more efficient, paperless environment.

We certainly see moneyinfo as our long-term digital partner, their continual enhancements fit with our long-term roadmap."

Discover how you can implement a service that is easy to use, accessible, and speeds up everyday processes for both clients and advisers within your firm. Book a free demo here .


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