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The all in one video platform for advisers to evidence client engagement on topics identified as higher risk by regulators and PI insurers.
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Starting a trial will give you access to our complete Video Library. We'll also contact you to find out more about you and discuss how using Money Alive can help you meet your business objectives.
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Better informed clients
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.
Reduces business risk
Our reports evidence client engagement and understanding on higher risk areas, helping protect you against complaints and achieve regulatory compliance.
Video library
These topics have been selected by experts as posing particular risks to advisers' businesses. Start using them with clients today to help you achieve regulatory compliance and protect yourself from potential future complaints.
These topics are ideal for creating awareness and action around important financial topics for clients, professional connections and referrals. An engaging, professional and efficient way of enhancing and projecting your brand.
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting as a good practice approach.
Our impact
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We'll be in touch shortly. Need to talk to us sooner? Email [email protected] and we'll be happy to help.
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Thanks ,
We'll be in touch shortly. Need to talk to us sooner? Email [email protected] and we'll be happy to help.
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Something went wrong. Please refresh the page and try again or email [email protected] and we'll be happy to help.