Moneyinfo as your RDR solution
Protect recurring revenue
Moneyinfo gives you the means to deliver service excellence to all of your clients, and clearly demonstrate the value in the services you offer. With Moneyinfo, you can define an expanded service proposition to reach a greater number of clients in a way that is distinctive, innovative and profitable. Moneyinfo means you can directly relate the income you receive to the services you offer, making your business RDR compliant.
• Your clients view their entire financial life in once place
• Your name whenever your clients check their bank account or credit card balances
• Your clients first thought is you, not their bank, when their financial circumstances change
• Clearly demonstrate and communicate the value you are bringing to the relationship
• Get closer to more clients and expand your service offering to new client segments
• Enhance your professionalism and online presence
• Deliver high quality service to all of your clients, profitably
• Relate income directly to the provision of service and justify 100% of your recurring income post RDR