What it means to your business
The industry’s first fact-finding service
Moneyinfo provides true fact-finding in a new and unique way. Instead of confronting a client with endless forms and questions, it builds up a picture of the client's financial life automatically.
Moneyinfo knows exactly how much disposable income a client has, when income changes, how much mortgage payments are and even the APR a client is paying on their credit. It has the innate ability to strengthen adviser-held client information with real-world, real-time information.
You can proactively offer appropriate services as and when your client's circumstances change. For the first time, you could be made aware of when your client in a lower wealth bracket moves up from one segment to another.
Service more clients profitably
Moneyinfo means that you can service more clients profitably and it helps you generate more revenue through efficient, professional online servicing. Moneyinfo changes the dynamics of your business so that you can service more clients than ever before.
You can now capture the attention of more segments of your client base, especially those of advancing status who will be your high net worth clients of the future.
Articulate the value in your service
One of the challenges facing advisory firms who are transitioning to a fee-based model is how to articulate the value their service brings to their clients. Moneyinfo provides you with something tangible, something that is a genuine benefit to your clients, that they will use day-to-day. Moneyinfo means you can deliver value that your clients can see, that they can interact with....and that carries your brand.