There is a large and growing demand from advice firms to provide their customers with an accessible and relevant digital experience, sharing crucial and pertinent financial information at their convenience and from anywhere in the world and at any time of day.
Although the concept of a customer facing portal is compelling, it is vital for your business to have a robust strategy in support of it. This starts with a reliable source of aggregated data. Once your data is in good shape then how best to present it? Time4Advice has teamed up with MoneyInfo and Spinbox to facilitate your customer digital experience.