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Keep it simple and on-brand | Making Digital Easy | Part 7 of 7

In this series, we will show you how to use digital technology within your business to transform your everyday processes, enhancing client loyalty, increasing profitability and delivering compliance confidence.

The seven-part series will cover the following topics -

  1. Meeting your clients’ expectations.
  2. Using digital to transform your everyday business processes.
  3. Going from Good to Great
  4. Using your app with your next generation of clients
  5. What’s my back office for?
  6. AI and the future of financial services
  7. Keep it simple and on-brand

Like this article? There's more where that came from. This is part of a 7-part series on Making Digital Easy. To view the full guide, click below.

Download guide

We want to make digital easy for you and hopefully this series of articles have given you a good insight into how digital can help you grow your business, reducing the cost of advice so that you can service more clients, more profitably. 

We make digital easy because a moneyinfo portal works alongside your existing technology meaning you don’t have to switch system suppliers and upset your back-office processes to take advantage of a digital service channel to enhance your client engagement, drive efficiency throughout your business and add compliance confidence.

“Your brand gives you personality. On the outside, your brand may seem like it consists only of elements such as logos and colours but your brand is actually the entire identity of your business.”

- Kristopher Jones, serial entrepreneur and best-selling author writes for Forbes on the importance of brand

This quote was written by Kristopher Jones for Forbes. To read the full article, click here .

Branding helps you show potential customers that you’re an established, credible business.
Your brand is on display to your clients whenever your clients touch your organisation. Be it face to face, in communications, newsletters, website or social media. Every time your clients see something from you, it reflects on your brand. Your email getting lost in spam, reflects your brand. Your secure email system frustrating your clients with forgotten passwords and arcane web access reflects your brand. Downloading someone else’s app to access your service reflects your brand.

“Trust from your audience is one of the most important things you can have as a business, but this isn’t always easy to gain. A business that’s missing key elements of branding will have an even harder time getting people to trust them.”

Are you ready to take your client engagement to the next level?
For more information and to organise a personal demonstration please click below.

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The importance of brand

At moneyinfo, we take your brand very seriously. Our portals are delivered fully branded for your business and every screen, function and control can be customised to meet your exacting corporate standards. We’ve designed moneyinfo to sit seamlessly with your website style and reflect your visual identity.

Your clients can access your portal from your website or from a custom domain of your choice.
And it’s your app that your clients and prospects download from the app stores, not a product from an IT provider they’ve never heard of. Name your app to match your company ethos. It’s your service under your name to suit you.

My clients are very happy with my advice, why should I bother?

Your competitors are using digital services, making them more efficient and delivering this capability to their existing and new clients. Not engaging with digital today is the equivalent of not having a website or using email ten years ago and will make it increasingly hard for you to attract the next generation of your clients.

In an interview with 550+ high net-worth clients of advisers, Compeer research found that more than two thirds say they will consider moving providers if they feel their digital performance is not up to scratch. In terms of importance, online valuations ranked top, with secure messaging and the ability to store documents and sign paperwork only slightly behind.


Holding your hand.

We know that the move to digital can be daunting for firms. It’s hard enough rolling out technology within your firm to your own employees, who you have some control over. Rolling out technology to your clients is scary. What if my clients don’t like it? What if they refuse to use it? We’ve encountered these problems before and like all change it can seem hard to know where to start. The key is that your clients are changing. They are using digital technology in all aspects of their lives. They expect you to look after their data and for your service to be easy to access.

Our firms are getting results.

Take a look at our case studies to see how firms like yours are using digital technology to increase their client engagement and take cost from their business.