Put your clients at the centre of their financial world
Give them unrivalled clarity over their finances, and help them to plan their long term financial journey.

Become closer to their financial world
With Moneyhub, you and your clients will gain a rich understanding of their long term finances. It's easy for you to show them how you can help, and demonstrate the positive outcomes of your advice in real time. From a regulatory point of view the indepth insight including cash deposits, pensions and investments held not necessarlily via yourself helps to demonstrate KYC. This ongoing and updated interaction will also help with your responsiblities regarding ongoing suitability.

Engage with clients
Create more meaningful interactions by harnessing powerful insights to personalise engagements for individuals. You can regularly provide low cost and fun interaction directly to the clients phone.

Improve financial wellbeing
Increase customer loyalty by offering valuable services that help consumers save money and improve their financial wellbeing.