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moneyinfo - Digital Relationship Management

Hello, my name's Tessa Lee and I'm Managing Director of moneyinfo based in the beautiful town of Henley-in-Arden. Today's client expects access to information and service in a digital way, and that's because this is how they access information in all other aspects of their lives.

The problem we've identified is that wealth management firms traditionally have lagged behind. Here the industry is very paper-based, typically with lots of manual processes that could be automated by technology. In today's world, it's also critical that firms can secure the communications they have with their clients whilst delivering them in a way that's easy for the client.

We work with forward-thinking wealth management firms to deliver really engaging branded apps for advisors and their clients. The technology is available on desktop, mobile, and tablet, and it allows them to take aspects of their service online and take away the heavy lifting from onboarding to client reviews. Money Info allows wealth managers to secure their communications, automate key processes, and deliver a tailored personalized service.

We call this Digital Relationship Management. With nearly four times as many logins as traditional web-based portals, our fully branded apps build client loyalty, improve profitability, and deliver compliance confidence.

The moneyinfo crew is a team of 30 incredibly talented individuals who are passionate about building and supporting fantastic technology for our clients. The leadership team have worked closely together for two decades, building market-leading FinTech businesses. We are bold and encourage imagination and creativity. We are trusted by each other and our clients, and together we honour our commitments and deliver on our promises. These are the values that define us and drive our culture.

Our fully branded apps for iOS and Android set us apart, allowing our firms to engage with our clients on the devices that they're using. The depth and richness of our functionality allows our clients to create frictionless processes that are tailored to the way they want to work. Our experience in working with forward-thinking ambitious firms to deliver game-changing client engagement means that we've solved the problems our competitors are yet to understand. But perhaps most importantly, our support and adoption model is what sets us apart from holding their hands through implementation to free training at any time, to how we support our clients with the many data feeds that they have coming into their systems. Our people are the heartbeat of moneyinfo, and they ensure that our clients get the very best from their investment in our technology.

So what makes us relevant in 2023 and beyond? While our solution is fully mobile-enabled and built on leading-edge tech and as well as supporting today's wealth management client, it allows our firms to connect and communicate and build relationships with the next generation of their clients. moneyinfo is constantly evolving to give our wealth management firms the very best technology solution today and in the future.