Today’s advisory process is not about selling products,
it’s about having conversations with clients, it’s about
the advice, it’s about the relationship...and at Sammedia
we believe this is a model that should be carried right
through to the technology you use.
Our solutions focus technology around your clients,
forming the connections that will drive your business
forward. We help you to deliver service that is no longer
simply about ‘managing’ your client, it’s no longer just
about the transactions you make; it’s about collaborating
with your clients. Sammedia’s solutions are absolutely
focused on ensuring that you can really connect with
your clients and keep that conversation going 24/7. Our
solutions are client-centric but their outcome is very
At Sammedia we put your clients at the very heart of
your technology approach, allowing you to put your
clients at the very heart of your business.
Moneyinfo marries your clients’ online banking with a
new approach to portfolio reporting, providing your
clients with a unique online service where they can view
up-to-date information on their entire financial life. All
under your firm’s brand.
It allows your clients to view their disparate online
banking balances and transactions, from banks, credit
cards and loans alongside information you provide
such as plan and portfolio valuations, and it does so
transparently with a stunning, client-friendly interface
that is so intuitive, it drives your clients to enter more
information about their personal finances.
By providing an aggregated view of a client’s entire
financial life, the fact-finding process is transformed from
a static ‘guess-find’ taken at one point in your client’s
life, to one that is constantly changing; a self-updating
fact-find that records real income and expenditure
alongside real changes in wealth. Moneyinfo allows you,
the adviser, to react to changes in your client’s financial
circumstances as and when they happen and in the
process, deliver an ongoing and cost-effective service.
A unique service
Moneyinfo is unique. Unique in bringing Moneyinfo provides true fact-finding in a new
everything together. Unique in the way it does it. and unique way. Instead of confronting a client
with endless forms and questions, it builds up a
Information is presented to your clients through picture of the client’s financial life automatically.
a beautifully animated interface that encourages Moneyinfo knows exactly how much disposable
client engagement and input. It does away income a client has, when income changes,
with our industry’s obsession with tables of how much mortgage payments are and even
data, instead using interactive graphics to make the APR a client is paying on their credit. It has
reporting of complex data relationships suddenly the innate ability to strengthen adviser-held
seem obvious and simple. client information with real-world, real-time
In so doing, Moneyinfo allows you to deliver an
online service that is both relevant and engaging You can proactively offer appropriate services
to your entire client base. as and when your client’s circumstances change.
For the first time, you could be made aware
If Moneyinfo helps you deliver what your clients of when your client in a lower wealth bracket
want, you as their adviser, will get what you moves up from one segment to another.
want. Your clients want 24/7 access to data on
all of their finances, as and when they want it, in
a format that is easy to understand and access. Service more clients profitably
Moneyinfo means that you can service more
You want accurate client data, you want to know clients profitably and it helps you generate more
when clients’ financial circumstances change, revenue through efficient, professional online
you want to be able to meet the demands of servicing. Moneyinfo changes the dynamics of
RDR and you want to have the ability to target your business so that you can service more
services profitably. clients than ever before.
Moneyinfo is a service that delivers to both you
and your clients.
Online banking & investments...
all in one place
Online Banking...all in one place data, valuations and changes to your clients’
MoneyInfo delivers true online banking portfolios that just happen every day.
aggregation. Until now, unless a consumer held
all of their bank, mortgage and credit accounts Many advisory firms today utilise two or more
with the same provider, they have been unable to platforms within their business, however the
see a single aggregated view of their information. downside of delivering a multi-platform service
Moneyinfo changes this. Moneyinfo allows them is that doing so results in an inconsistent user
to see their Barclaycard statement right next to experience for your clients. Every platform has
those of their Lloyds TSB and Natwest accounts. its own client servicing portal, and every one
is different, but your business only has one
Not only does MoneyInfo pull this information customer base.
into one place, it summarises it into Income and
Spending screens. For the first time, you and Your consistent service
your clients gain a real-time picture of their total Moneyinfo ensures your business provides
outgoings versus their income, allowing you to a single client reporting and fact-finding
not only see accurate income and expenditure experience, however many platforms you use.
data, but also how it changes over time. Your online client servicing becomes coherent
and consistent, enabling all of your clients to
For privacy purposes, clients’ statements are only benefit from Moneyinfo’s advanced consumer-
visible to them, however advisers still benefit friendly interface and features, even if you use a
by gathering critical data on their finances. The number of different platforms or wraps, or move
client’s account balances are summarised into your investment servicing from one platform to
the Assets and Liabilities screens, providing another.
you, their adviser, with a constantly up-to-date
summary of their overall wealth and debt. This Your firm’s online service should be your firm’s
means that you can tailor your client’s financial online service. Every time a client logs in is an
advice more than ever before. opportunity to strengthen your relationship,
building ever stronger associations between
Wraps and Platforms their finances and their professional adviser.
Moneyinfo links directly to Wraps and Platforms, Moneyinfo supports that process by bringing
taking bulk data and price feeds every 24 hours. everything that is important to your client
There is no longer any need for you to key in together in one place under your brand.
Moneyinfo and RDR... Moneyinfo and iPhone
Moneyinfo gives you the means to deliver service The forthcoming, FREE Moneyinfo iPhone app,
excellence to all of your clients, and clearly will allow your clients to access their Moneyinfo
demonstrate the value in the services you offer. information through their iPhone any time, any
With Moneyinfo, you can define an expanded place.The service will provide your clients with a
service proposition to reach a greater number level of convenience and usefulness they simply
of clients in a way that is distinctive, innovative cannot get anywhere else and always under your
and profitable. Moneyinfo means you can directly brand.
relate the income you receive to the services you
offer, making your business RDR compliant. The Moneyinfo iPhone app will only be available
to clients of Advisory firms using Moneyinfo.
• Your clients view their entire financial
lives in once place Client-centric services
When asked ‘Are your client-facing services
• Your name whenever your clients
client-centric?’, most firms and platforms in our
check their bank account or credit
card balances profession would reflexively answer yes, yet
these same services are typically visited by only
• Your client’s first thought is you, a tiny fraction of the clients they are supposedly
not their bank, when their financial servicing, and perhaps only once or twice a year!
Moneyinfo is a truly client-centric service
• Clearly demonstrate and
because it has been built with a client’s wants
communicate the value
and needs at the core of both its features and
• Expand your service offering to its functionality. The Moneyinfo iPhone app
new client segments illustrates this philosophy perfectly, delivering
what your clients want, where and when they
• Deliver high quality service to want it.
all of your clients, profitably
• Justify 100% of your recurring
income post RDR
For a relationship-driven business, an effective website
is an essential part of your marketing, sales and client
IFA-Netsite provides a cost-effective, easy-to-use
website content management system (CMS) onto
which we will apply either your own unique custom site
design or you can apply one of over thirty free designs
we provide. Either way, we take care of the hosting, and
provide you with a sophisticated web management
system which means your website is always current, with
personalised, informative content for your site visitors.
A website must be kept regularly updated to keep your
site visitors engaged with relevant, informative content
and to maximise search engine hits. You can use your
website to provide information or support to your
existing clients through articles, a blog or other material.
IFA-Netsite makes it simple for you to update your site
with new, fresh content to ensure your visitors keep
The final part is to overlay this final design onto Unlike other template systems, IFA-Netsite’s
your IFA-Netsite site. The whole process of a Unlike other template systems, IFA-Netsite’s
fully bespoke design usually takes one to two free skins don’t look like template design! It’s
Your unique brand online well as the aims you have in mind for your site. weeks. important that a free template does not equate
A unique design for your unique business. A We’ll learn about your core target market, what to a cheap look and feel. Our stunning designs
bespoke design is the single most effective makes your business stand out, what kind of look Or... a free template deliver a really professional, high quality online
method of distinguishing your business online and feel you think is most appropriate. Following IFA-Netsite comes with a wide selection of presence.
from your competitors. these initial discussions, we’ll come up with professionally designed templates that you can
some design ideas for you to consider. Further apply to your site with a click of a button. Ideal IFA-Netsite’s underlying content management
You can choose to have a bespoke design applied discussions will take place whilst we refine ideas for companies who are seeking to limit their system also means you are free to change design
to your IFA-Netsite site at any point. Every page to a final design you are totally happy with. budget but still want a high quality website. at any time, even upgrade to a fully bespoke
of your site will immediately inherit the new design when it suits you, without the usual cost
design whilst retaining all of the benefits of the Bespoke design can be as much about function as IFA-Netsite free template designs remove all of re-deploying all your existing content to a
underlying IFA-Netsite technology, including full form. We’ll ensure you make informed decisions website setup costs and so are ideally suited for new design. IFA-Netsite allows your website to
editablility and control. about all aspects of your site. Whether it’s about smaller firms who want to keep control of their grow with you.
the type of navigation to use or the general feel costs. You simply choose the design you want
We’ll want to find out about your company as of the site. and start adding content about your firm.
Competing with the Goliaths Mortgage Edition sites include best-buy tables
With the advent of the large comparison sites that are updated hourly. The service includes
such as Moneysupermarket.com, consumers Sesame specific deals and panels, all of which
have become increasingly demanding, expecting you can access through a control panel. You can
online best-buy tables and mortgage search decide whether your site should display lender
services as a given on any mortgage website. names or not and even whether direct offer
This has made it difficult for the small to medium deals are included or not. You have control.
independent advisory firm to compete online.
The find-a-mortgage wizard is the shortest in
However the advantage advisers do have over the industry. It asks the minimum number of
these faceless services is genuine expertise, questions needed to search the whole market,
knowledge and the ability to provide advice. ensuring you get the maximum number of leads.
Netsite Mortgage Edition aims to help advisers You are notified by email of new leads and the
pair these core advantages with those of the client’s details are kept securely online for you to
feature-rich online services consumers now download at your convenience.
expect. The two combined are a winning
combination. Online Hips & Conveyancing
Web-Builder Mortgage edition completes your
Polish and Substance online service by delivering competitive, income-
With Netsite Mortgage Edition, we provide a generating Hips and Conveyancing services.With
service that was as polished in its design, and referral fees you can set yourself (anything up to
as rich in its functionality as a high-end, bespoke £200/referral) and a bank of solicitors that you
mortgage trading site… but provide it at a can add to, the conveyancing service delivers a
market-leading, low cost. double-win. Cheaper quotes to your clients with
higher fees to you! The service includes features
The Mortgage Edition sites utilise very high- such as full case tracking, quotes saved online,
end designs, and fully integrated best-buy tables and the ability for your clients to read and leave
and wizards. There’s no pop-open window that real feedback on the selected legal firms.
makes it obvious the user is utilising a third party.
Every element is fully integrated and embedded Netsite Mortgage edition gives your firm the
into your site, your brand. online advantage.
Do you know what your clients really think about your
service? And if you do, are you making the most of the
feedback your clients give you?
TCF Centre makes the process of gathering feedback so
simple so that you can focus on really using the results
to ensure that clients remain confident in the service
and advice given, and that you can continually adapt to
your clients’ changing needs and wants.
TCF Centre makes it easy for your clients to provide
you with feedback, using a medium that is fast and
professional. A timely email received by your client, or
a page on your website with a simple click through to
your personalised, branded client questionnaire ensures
rapid, relevant feedback; real-time feedback that you
can measure, analyse and act upon. With high response
rates and extensive management information, TCF
Centre ensures that your client feedback programme
goes much further than simply a tick box exercise.
Turning a regulatory
requirement into a
Focus your marketing and build referral when a client responds positively to a
your brand questionnaire.
TCF Centre ensures that you can align your
service, marketing and branding efforts with the Delivering fair outcomes for all
needs of your clients.TCF Centre helps you drive your clients
more business and encourages connections TCF Centre automates your client feedback
through innovative links to social networking process so that you can ask 100% of your clients
sites. This means that your client feedback for their opinions on your service. It produces
process becomes a marketing tool as well as management information targeted against the six
delivering meaningful measures of your firm’s or Treating Customers Fairly outcomes to give you
advisers’ quality and your client satisfaction with measurable results for regulatory assessments.
the services you offer. TCF Centre includes the
ability to link directly into social networking tools Customisable for a personal
like Linkedin or Twitter to promote professional approach
connections and referrals, achieving on average Making your client feedback questionnaires
a 20% increase in the numbers of referrals you personalised is the key to great response
receive. rates and delivers to your clients the familiar,
personalised service they expect. TCF
Identify referral opportunities, Centre gives you the ability to customise the
gain more testimonials questionnaires to suit your specific approach.
As well as identifying how satisfied your clients Add your logo and corporate style or set your
are with the services you offer, TCF Centre helps own email templates to ensure your clients
you to find new opportunities by identifying receive feedback requests that carry your brand.
clients who will give you referrals or testimonials. You can also add your own questions, perhaps
Graphs, icons and email alerts tell you the type to ask about your approach to communication,
of feedback you have received at a glance. client care or to gauge interest in other services
that you offer.
The best time to ask for a referral is immediately
after you have just provided excellent service TCF Centre lets your clients drive your business
to your clients. TCF Centre generates referrals forward.
by allowing you to automatically ask for a
All of Sammedia’s services provide very ‘visual’
experiences, you have to see them ‘live’ to really
appreciate how they may help your business.
Give one of our team a call on the number below and
you’ll find we’ll be delighted to provide you with an
online demo of any of our services.
Tel 0845 4560304