Learn how to offer Cashflow as a Service, backed by Moneysoft technology, as a real proposition to your clients. In this free 45 minute webinar, we will cover:
An overview of cashflow as a service proposition for your clients ‘Changing the client conversation’; knowing your client better, scaling your advice, offering cashflow services and developing the offer.
The functionality available to Moneysoft Business Account users, including on–boarding assistance and resources, ongoing administration, how to access and manage clients via the business portal, and how to share your Moneysoft Business Account with colleagues or associates.
Client Portal Operation – a guide to the 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.