Autumn budget: Keep your clients securely informed
As the Autumn Budget is announced, your clients are likely feeling anxious, seeking clarity on how these changes will impact their finances. In times of economic uncertainty, the ability to provide clear, timely, and relevant advice is more critical than ever.
But how can you make sure your clients are getting the insights they need? And how do you deliver that information securely, while still providing a personal touch? Clients are looking to their advisers for reassurance, expert insights, and a sense of direction through the noise.
At moneyinfo, we understand that your clients’ trust hinges on your ability to deliver these insights efficiently and securely. Our client portal empowers you to do just that—helping you not only communicate, but engage meaningfully, and provide the guidance your clients need.
- Scale Securely with Bulk Communications
With moneyinfo, sending budget updates or market insights to your entire client base, segments, or smart lists, is as simple as it is secure. Whether you’re sharing written content or multimedia like video and audio, every message is encrypted and delivered safely. What’s more, every communication point is recorded, giving you the compliance confidence you need.
- Share Meaningful Content in Multiple Formats
Sometimes a secure message alone isn’t enough to communicate complex financial shifts or to reassure anxious clients. With moneyinfo, you can deliver more than just written updates – embed videos, podcasts, or audio directly into the portals content delivery pod. Whether it’s a quick video explaining the key changes in the budget or a podcast discussing the broader market impacts, your clients can easily access it alongside their real-time financial information.
By integrating multimedia, you’re able to personalise your communication and help clients digest important information in the way that suits them best. This flexibility ensures that no matter the format, your insights will hit home.
- Keep Compliance at the Forefront
Every communication you send, from market commentary videos to personalised advice, is tracked and fully auditable. moneyinfo automatically logs every interaction, giving you peace of mind in knowing you’re staying compliant with regulatory standards. No more scrambling to find records – it’s all in one place and fully secure.
- Engage and Reassure Your Clients
Clients trust advisers who provide clear, timely insights, especially in times of uncertainty. With moneyinfo’s ability to deliver video, audio, and text directly through the client portal, you can offer the reassurance and expertise they need – quickly and effectively. Not only does this strengthen the trust they place in you, but it also deepens their engagement with your advice.
- Keeping your client in the conversation
Encrypted WhatsApp style messaging allows clients to share sensitive information or questions with you away from email, on whichever device they prefer to use. Giving them the peace of mind that their communications are always kept private and secure. Away from the worries of email and post.
The Autumn Budget presents both challenges and opportunities for wealth managers and advisers. By offering timely insights, delivered through a secure and engaging platform, you can provide the clarity and reassurance your clients are seeking. With moneyinfo’s multimedia content pods, you’ll not only meet client expectations, but exceed them - offering the personalised advice they need to feel confident in their financial future.
Are you ready to elevate your client communications?
We’ll enhance your client experience and engagement to unlock your peak performance.
