Making your service client-centric
When asked 'Are your client-facing services client-centric?', most firms and platforms in our profession would reflexively answer yes, yet these same services are typically visited by only a tiny fraction of the clients they are supposedly servicing, and typically only once or twice a year!
Moneyinfo is a truly client-centric service because it has been built with a clients' wants and needs at the core of both its features and its functionality.
Making personal finances meaningful
Through aggregating those elements of a client's finances that concern them day-to-day; their bank, credit card and loan balances and transactions, Moneyinfo helps to simplify clients' lives, saving them having to log in to multiple sites and remember multiple passwords.
Moneyinfo includes features that genuinely help your clients make sense of their finances. The expenditure screen shows how much they are spending using a highly interactive yet simple interface.
Consumer oriented tools such as Moneyinfo's property valuation calculator, allow your clients to track their properties against the published indices of Halifax or Nationwide. A simple tool that engages the client and encourages them in to add information, enriching your client data in the process.
A new standard of client reporting
A well-designed interface can be the difference between a service being used or not. In-depth functionality is wasted if the interface is so uninspiring or complex that your clients simply can’t find their way around.
Moneyinfo is possibly the most consumer-friendly technology our profession has ever produced. A rich and engaging interface combined with great functionality means that Moneyinfo delivers a service that captures your client for the long-term, a service that becomes the centre of your clients' ongoing financial records and management.