Master remote working with secure video email
Record, send and evidence client communications with our new Video Messenger feature.
Why use Video Messenger?
Record or upload your message
Either record your video message directly in your web browser or upload a pre-recorded video. Your videos can be sent to any number of clients and you can share them with your team/colleagues to do the same.
Send securely
Attach a personal message and send your video to clients directly from our platform. Clients clicking on your video in their email will be directed to a secure player which only they can access.
Capture questions and feedback
Collect questions and feedback directly from the client after watching the video with the built-in comments form. Their comments will be saved on their client report and emailed to you as soon as they have recorded them.
Evidence your engagement
Powered by the tried and tested client report system in the Money Alive platform, video email reports capture clients interaction with the video, create a downloadable report evidencing the video email being sent and an archive copy of the video you used plus any questions they asked.
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What’s included in the trial?
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.
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Can’t I just view the box set?
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.
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Do I need a credit card?
No, it’s completely free and you’re under no obligation to purchase anything.
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Do you charge per client or per adviser?
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.
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We’re a big firm, can we test the enterprise features?
These trials are for the standard SaaS platform (See how Enterprise differs) Get in touch with our Enterprise team to find out more.
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