Adviser

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
Trusted by top companies
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.

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

Video library

Picture of Steve Balmer sitting in a chair wearing suit.
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.