Learn how to offer a cash flow management service. In this free 1 hour webinar, we will cover:
An overview of a money management, budgeting and Cashflow as a Service proposition for your clients, covering topics such as ‘changing the client conversation’; knowing your client better, scaling your advice, offering cash flow management services and how to develop your offer.
The full functionality available through the Moneysoft platform, including both solutions; Lite and Pro. We cover client onboarding and the free resources, plus ongoing administration and support, how to manage your clients via the portal, and more.
Client Portal Operation – an overview of all of the functionality available to your clients, 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 to gain business efficiencies.
Licensing and pricing information.
Your attendance at this webinar will automatically earn you 1 CPD point. A certificate will be issued to you within a few days of completion of the event.
The webinar is designed to be interactive and we encourage questions throughout. Please note that these are facilitated via the webinar platform, once you are logged in for the event.