Case Studies

Case Studies

Creating new revenue and client engagement

Dynamic Orange Case Study When it comes to financial advice, people tend consider how much it’s going to cost before they can realise and can appreciate the actual value it may bring to them. Bridging the gap in understanding is a key challenge for many advisers and one that Simon Rayner, a director and financial adviser at Dynamic Orange, has helped his clients with. Since using Moneysoft, he’s seen a vast change not only in his client’s behaviours, but in how efficiently he’s been able to grow and scale his business. “Moneysoft provides the on-going accuracy we need to see the …

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Case Studies

How to Change Lives and Build Client Engagement with Moneysoft

Jackson Millan knows what it’s like to help a client out of insolvency and get back on the path to home ownership. Moneysoft spoke to the Yellow Brick Road Dee Why principal and money coach about the power of budgeting and how he uses it to build a closer relationship with clients. Traditionally financial planning has been focused on investments and products while budgeting has been neglected. But isn’t that how most people get ahead and achieve their goals? I agree. A couple that came to us around a year ago had a problem with some unsecured debt. The wife …

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Case Studies

Meeting growing demand for budgeting and cashflow services

Brava Financial Services recognised that there was a gap in the financial advice market, in terms of providing something of tangible value to their clients that goes beyond having a conversation around a clients spending habits. As client demand for budget and cash flow advice was increasing, Brava implemented Moneysoft to complement their advice offering and saw the benefits of using a cash-as a service solution in their business. Financial Adviser, Adam van der Water, discusses how using Moneysoft has improved their engagement with clients. Financial planning is becoming more holistic. How big a role does overall money management play in this shift? Traditionally, it was directed more from …

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