Achieve, check and evidence
consumer understanding
Money Alive is a fast and easy to implement video solution that gives advisers control and oversight of client understanding in their advice process.
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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.
Find out how Phil McGovern of MPA Financial Management uses Money Alive to take the heavy-lifting out of engaging and educating clients, whilst at the same time achieving incredibly positive feedback.
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