At moneyinfo we understand that the most important element of any advice firm are the conversations you have with your clients.
From quarterly reporting, client reviews, appointments to book, new clients to on-board... Administrative tasks can leave less time for building the long-lasting relationships that are important to you, your clients, and your business.
So why not make these aspects of your role easier?
There's an easier way with a moneyinfo client portal!
Check out the videos below to learn how a moneyinfo client portal can increase the efficiencies of your business processes.
- There's an easier way to send and sign documents securely
The delay, cost and inconvenience of requiring a wet signature gets in the way of doing business.
With a moneyinfo client portal and app, both your own and 3rd party application forms can be signed electronically by one or more parties individually or in bulk. Processes that previously took days or weeks to complete, can now be completed in a matter of minutes with eSignatures.
You can keep your important financial documents safe, secure and accessible, all in a desktop portal and mobile app accessible in the documents library whenever and wherever you are!
- There's an easier way to secure your communications
Email is no longer fit for purpose. It is not secure and is neither a safe nor efficient way to communicate.
Cyber security is of the utmost importance to us and our carefully selected technology partners. All data within your moneyinfo client portal and app is fully encrypted and, together with other security measures, ensures your data is always protected.
With secure messaging both advisers and clients can log into an encrypted database where the messages are stored, meaning a full audit trail of communication is recorded.
- There's an easier way to get your brand in front of your clients
Building relationships and trust with clients and prospects is one of the most important aspects of any advice firm. Branding helps you show potential customers that you’re an established, credible business.
You can get your brand infront of your customers with a fully branded moneyinfo client portal and app - every screen, function and control can be customised to meet your exacting corporate standards.
From the initial landing page, we’ve designed moneyinfo to sit seamlessly with your website style and reflect your visual identity.
Book a discovery call with us to learn how to secure your communications with your own branded client portal and apps for Apple & Android: