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A small step in helping to save the planet …

Going paperless can save money, boost productivity, save space, make documentation and information sharing easier, keep personal information more secure, and help the environment.

Which suggests that it’s a good way of reducing cost, increasing efficiency and making clients feel good about your service.

Companies have been trying to reduce paper for many years but most adviser firms are still dealing with and generating vast amounts of paper - Factfinds, TOB, client reports, schedules, contract notes, policy documents, reasons-why, proposal forms etc. These need to be filed, copied and posted at great cost to your firm, the client and the environment.

Clients really value the reports you produce but not necessarily the paper they're printed on. They may not read the report as soon as you send it to them and then by the time they do want to read it, they’ve buried it under a pile of other post. Clients are reluctant to throw the paper away as they don’t know if they’ll need it in the future. Your client has the problem of where to store the paper you’ve produced.

At least half the paperwork you deal with is probably now electronic, as we all make steps to move towards paperless processes. In many ways this is worse than relying totally on paper. Now some of the important information you send your client goes via email (hopefully secure email in light of your obligations to protect your clients data under GDPR). This introduces another problem for the client – do they print the information that you’ve sent on email so it can be filed alongside the other paperwork you’ve sent or do they scan in the paperwork and store it all electronically. Either way, it’s a painful process for the client and doesn’t help them feel that their finances are under control as they struggle to find important information when they need it.

Add this to the fact that as their adviser you probably produce only half the paperwork they’d consider as financial paperwork – they’ve got their home insurance, car insurance, bank statements, credit card statements, holiday home insurance, pet insurance, wills or other important documents to keep track of, not just for themselves but across their household or family. 

With moneyinfo, we've launched a new automated batch reporting facility which can pick-up reports and documents generated from your back-office and other systems and automatically send them securely to clients through our award-winning client portal. Your client gets a push notification on their mobile phone (and an email if you want) to let them know they’ve received their report. Clients can view the report at a touch of a button on their smartphone, tablet or PC at anytime to suit them. What’s more the report is automatically filed for them in a folder structure that you’ve created making it easy for them to find the report, one month, six months or three years from now when they realise they need to check something.

The benefits for you should be obvious – no printing and no postage, no chance of the report getting lost. But the benefits for your clients are even more important, they get immediate access to the report (seconds after you’ve sent it), they can respond to requests for signature (electronically via DocuSign™). They know where it is; they don’t need to file it, and they can access it whenever and wherever they want to.

Your clients will quickly see the benefits of having all their important financial information in one place and they can add their own important information such as their will, house deeds, mortgage details, home, car, boat, holiday home, pet insurance etc. moneyinfo will even remind them when important renewal dates are due, premiums need to be paid and income is expected.

Helping your clients to achieve financial peace of mind, making you look good, saving you a packet in printing and postage and a small step in helping to save the planet.

By Tessa Lee, managing director.

moneyinfo works alongside your current back office, platforms and providers and delivers a truly amazing client digital experience with apps for both apple and android devices, all beautifully presented under your brand.


About moneyinfo limited.

At moneyinfo we work with adviser firms in wealth management and workplace to develop a complete digital client relationship. We provide clients secure access to their entire financial life including their investments, pensions, savings, property, insurances, banking, credit cards and mortgages with full control over the privacy of their personal data.

To find out more book a 1-2-1 meeting, or call us on 03303 600 300. We’d love to hear from you.