Risk management
via video engagement

  • Interactive video learning experiences for clients
  • Covers topics identified as higher risk by the regulator & PI insurers
  • Produces reports evidencing clients' engagement and understanding

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Education

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.

98% of viewers valued their adviser giving them access to Money Alive

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.

These topics have been selected by experts as posing particular risks to advisers' businesses. Start using them with clients today to help you achieve regulatory compliance and protect yourself from potential future complaints.

These topics are ideal for creating awareness and action around important financial topics for clients, professional connections and referrals. An engaging, professional and efficient way of enhancing and projecting your brand.

I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting as a good practice approach.

Rory Percival, Regulatory Expert

Our impact

250k
number of videos watched on the Money Alive platform since launch
98%
of viewers valued their adviser giving them access to Money Alive
94%
of viewers agreed they were better informed ahead of their advice meeting
9/10
is the average score viewers gave the quality of Money Alive's information

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