Learn how to offer a money management service, backed by Moneysoft technology. In this free 45 minute webinar, we will cover:
An overview of a money management and cashflow as a service proposition for your clients ‘Changing the client conversation’; knowing your client better, scaling your advice, offering cashflow services and developing your offer.
The full functionality available to you, including on–boarding assistance and full resources including process and set-up guides, ongoing administration, how to manage clients via the portal, and how to share your Account with colleagues or associates so they can also take advantge.
Client Portal Operation – across the solution set plus a guide to all of the functionality available, including automatic data collection, transaction management, budgeting, goal tracking, and reporting.
Insights – How Moneysoft’s existing customers are utilising the software to drive new revenue and gain business efficiencies.