How Van der Meulen Associates uses Money Alive

Core principles

5m read

|

Feb 2021

Ian Beestin

Co-Founder

We recently spoke to Serena van der Meulen, Director and Chartered planner at Van der Meulen associates about her experience using Money Alive.

Van der Meulen Associates uses Money Alive to educate and engage with clients on a whole range of topics, as part of their strategy to reduce risk and streamline processes.

Serena spoke to us about her experience with other solutions, her feelings about PI cover now that she has Money Alive in place and her client's response to the videos inside the platform.

If you’re interested in using Money Alive for your firm, you can start a free trial here.

See also

Core principles

Scalability and Redundancy

Here at Money Alive, we set out to create a platform that was both scalable and had resilience built into it. We wanted to build something that could grow and adapt to the increased traffic to the platform and seamlessly scale without affecting the end client.

Core principles

Core principles

How Money Alive can assist with DB Triage

Core principles

Core principles

We won 🎉! But we’re just getting started…

We’re excited to announce that our video platform has just won the coveted Professional Adviser ‘Best Technology Provider Award’. And to make that winning extra special, we won against industry goliaths including Intelliflo and Parmenion, so we must be doing something right!

Core principles

Core principles

How Money Alive is changing one adviser’s business

What do clients think about Money Alive? We recently spoke to Steve Balmer, Financial Adviser and Managing Director of David Allen, to find out what his clients’ reactions to watching videos from Money Alive have been.

Core principles