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Businesses need a better form of communication which both they and their clients can rely upon and which keeps their important information safe and secure.
This means it must be kept away from email altogether and ensure that no financial data is stored on your clients' computers, tablets and phones.
One of the key benefits for us internally is secure electronic delivery of all our reports, which are placed in a folder and distributed automatically to clients.
Alan Beaney, CIO of RC Brown Investment Management
In our own case, what we have saved on postage and printing has already covered our annual fee, regardless of all the other benefits such as separate tailored views for portfolio performance etc.
Alan Beaney, CIO of RC Brown Investment Management
We have benefited from a 35% reduction in office expenditure thanks to moving from paper and email to secure digital communication through moneyinfo.
Nigel Bromwich, Managing Director of Bromwich Financial Planning Limited
Even excluding the significant cost saving of not having to print and post the newsletter, the speed of delivery and being able to see who’s opened the newsletter often within minutes of its delivery is a huge operational bonus.
Andrew Platt, CEO, Callisto Wealth Management Ltd
Designed to be as easy to use as WhatsApp so your clients can communicate with you and share and sign documents on their smartphones, tablets and PCs, whatever's convenient to them.
You need to get all your clients to accept your revised client agreement which can take weeks and cost a fortune in time, printing & postage. Do it in minutes via an e-signature template.
The average time taken to complete a standard electronic application form with a wet signature is 5 days but with an electronic signature it’s 25 minutes.
Source James Hay Partnership
moneyinfo takes the reports you produce and automatically delivers them securely to your clients.
Your client gets a push notification on their phone, the report is filed automatically and you get an audit trail of when the report is delivered and most importantly opened by your client.
Start your client relationship as you mean to go-on with a fully automated digital process.
Client reviews are so much easier when you can securely share and sign documents.
Deliver your recommendations, monitor approval and process rebalance requests in hours rather than days.
