Engaging Clients with Online Services
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We are pleased to endorse this tool as a key support service in helping IFA's improve and develop their overall service.
- Gary Kershaw - Compliance Director, Simply Biz Services Plc
We wanted to add more relevance to a client's everyday lives, Moneyinfo gives you that
- Joel Adams - Joint CEO, Lift Financial & CFP of the Year 2010
We cannot help but be impressed by the system and the vision that the Moneyinfo team has.
- Mark Loosmore - AT8 Consulting
Far superior reporting and money management technology than your bank!
- John Davison - Myers Davison Ginger
Sammedia, as a new entrant, seem determined to learn from the mistakes of other software suppliers
- Graham Cross - Managing Director, Helm Godfrey Partners Ltd.
On the basis of the moneyinfo service I have now secured a client with over £1M investable assets.
- Jon Hunt - Cedars IFA
I would highly recommend TCF Centre, it's certainly an asset to our business.
- Rebecca Barnes - Marketing Manager, Web Financial Services Ltd.
Click here to watch a video of the new look moneyinfo.
Keep up to date with all of the latest product updates as well as industry news and our blog.
Products that need to be seen to be believed. Book your place at the next Sammedia Webinar.
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