Win new business and enhance your websites and digital campaigns

How does Money Alive help you win new business?

  • With web forms for your website

    Each box set comes with its own registration form to embed on your website or link to your digital campaigns. You’ll capture all leads with full GDPR contact permissions and registrants will receive access to their chosen box set straight away.

  • Get more referrals

    98% of clients who use Money Alive value their adviser giving them access to it which is why we’ve added a Refer a Friend feature to the platform. If enabled, clients completing their box set are emailed a link to send on to friends/colleagues giving them access to the same box set and generating you an engaged prospect.

  • Evidence your added value and project your brand

    Stand out from the competition by offering your clients an independent and enjoyable learning experience across a wide range of financial topics.

  • Demonstrate you have the ability to operate at scale

    Money Alive customers have been able to win new corporate clients by demonstrating their use of the platform and how it supports them engaging members en masse in a consistent, quick and efficient manner.

How Money Alive works

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Why not check out all of the benefits of the Money Alive platform with a no obligation FREE trial. You can preview the box sets and use with real clients for 7 days.

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Our impact

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

What's being said about Money Alive?

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If you use Money Alive, not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices
Jamie Newell
MD O3 Insurance Solutions
Incredibly helpful - a fundamental part of our DB process
Matthew Harris
I especially like the fact that they gave pro's and con's with the different case studies, which you can then relate to your own circumstances.
DB transfer client
June 2018
It's very good.
John Ralfe
Pensions Expert
They are very good. Written in a simply, easy to understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a 100 pages!!
DB transfer client
March 2018
They were going to keep it quiet, but I’m going to Out a bit of financial services ‘goodness’. @MyMoneyAlive is allowing already transferred steelworkers access to its education process. Suffice to say, the response so far has been unanimous. ‘I wish I had seen this before.’
Al Rush
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting - to help inform and re-set the consumer’s flawed mind-set – as a good practice approach
Rory Percival
Pensions Expert

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