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Access a library of education experiences for your clients
Includes topics identified as higher risk by the regulator & PI insurers
Evidences clients engagement and understanding
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Risk management

Reduces business risk

Our reports evidence client engagement and understanding on higher risk areas, helping protect you against complaints and achieve regulatory compliance.


Better informed clients

Our interactive & impartial video experiences break down topics so your clients can learn at a pace to suit them and underscore your client centric approach and brand values.


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Video library

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Customer story

David Allen Financial Services

Find out how Steve Balmer, MD of David Allen, uses Money Alive to take the heavy-lifting out of engaging and educating clients and achieve incredibly positive feedback.