Our reports evidence client engagement and understanding on higher risk areas, helping protect you against complaints and achieve regulatory compliance.
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.
of viewers valued their adviser giving them access to Money Alive
Use with clients to help you achieve regulatory compliance and protect yourself from potential future complaints.
Create awareness and action around important financial topics for clients, professional connections and referrals.
Viewers having "better conversations" with their adviser.
Viewers that "value" their adviser giving them access.
Number of videos viewed on the platform since launch.
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.