moneyinfo Case Study

Best practice - launch event

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Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,...

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by moneyinfo
| 18/09/2019 12:00:00

Wealth Design’s branded version of moneyinfo is called My Wealth Design

Client Story Wealth Design

The Wealth Design Group (WDG) was established in Cannock by David Philips and Steve Bennett in 2014. In 2016 they acquired Streetly-based financial adviser Hunter & Co (IFA) Limited.

David Philips, Director & Financial Planner, “Our team has a wealth of shared commitment and drive, and in addition to a strong sense of supportive teamwork our passion is to provide excellent customer service and value for money. We enjoy the long-term associations we have developed with our clients and are always keen to build new relationships. If you choose to explore our unique offering at Wealth Design, you will receive a warm and friendly welcome and we look forward to getting to know you.”

To launch My Wealth Design to their clients, WDG hosted a client event at the National Memorial Arboretum in Derbyshire. The site has over 300 thought-provoking memorials and 30,000+ trees spread over a 150-acre site. It’s a living, growing tribute to those who have served and continue to serve for our country. Great speakers and an interesting location for clients to visit persuaded more than 40 clients to attend the event.

Hannah Price, WDG’s marketing director organised the event. Guest speakers included Rob Gleeson, Head of research at Financial Express and Jonathan Randel.

moneyinfo were happy to support the event and Lou, our support and adoption manager, introduced an overview of My Wealth Design, showing what it can do for clients, explaining how to download the app to their smartphones and covering the key features of My Wealth Design such as Documents, Messaging, Banking and a Financial Events Calendar.  

Hannah summed up the day “We got phenomenal feedback from our clients, it was great to see their appetite for the new My Wealth Design app… “ 

The final word goes to Wealth Design’s clients “Great facility.  Really good for giving information in case of an emergency – worst case etc. A good idea well-presented and something we are likely to utilise.”

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