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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.
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.
Stand out from the competition by offering your clients an independent and enjoyable learning experience across a wide range of financial topics.
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.
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.
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
Incredibly helpful - a fundamental part of our DB process
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.
It's very good.
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!!
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
You’ll have 7 days to view the Money Alive box sets and test with clients. The features are unrestricted and you’ll be able to produce and download full engagement reports.
The best way to do this is with a trial. Simply sign up and once signed in click the box sets button on the left.
No, it’s completely free and you’re under no obligation to purchase anything.
Neither actually. We have three plans that have a different number of system users and annual credit limits. This way you get total flexibility of assigning the right box sets in any way you choose.
These trials are for the standard SaaS platform (See how Enterprise differs) Get in touch with our Enterprise team to find out more.